Caleb J. Dillard

Caleb Dillard, senior managing partner based in our Oklahoma City office, leads advisors and client experience. He helps align firm strategy with client-focused outcomes while supporting advisors and teams through growth and transition.

He began working for Savant when Exencial Wealth Advisors joined the firm in 2026. At Exencial, he served as president and chief financial officer and held leadership roles that shaped the firm’s long-term direction. He guided advisors, oversaw acquisitions, and directed strategic execution across multiple expansions into new states. Caleb also played a hands-on role with clients as an advisor and contributed to the investment team as a trader and portfolio analyst. His leadership extended to firm operations, the expansion of tax and estate services, and the launch of new growth verticals, including digital lead-generation and custodian referral platforms.

Earlier in his career, Caleb spent seven years at a community bank, beginning while still in high school. He paid his way through college and earned a bachelor’s degree in business administration from East Central University in Ada, Oklahoma. He holds the Chartered Financial Analyst® (CFA®) designation.

An Eagle Scout who grew up in Ada in a family of six children, Caleb remains deeply connected to his community. He enjoys spending time with his wife, Gina, and their three children, Carson, Jackson, and Lillian. They actively serve together in their local church and community organizations. He is an avid learner, teacher, servant leader, and self-competitor.