Jacob D. Richards

Jacob Richards is a client discovery representative at our Middleton, Wisconsin, office. He serves as the first point of contact for prospective clients, helping them learn about Savant’s services and connecting them with local advisors who can support their financial goals.

Jacob works closely with individuals and families as they begin exploring wealth management strategies. He helps prospective clients understand Savant’s approach and guides them to advisors whose services align with their unique needs and objectives.

Before joining Savant, Jacob spent 12 years in education, serving as both a business education teacher and a special education teacher at Northland Pines High School in Eagle River, Wisconsin. His background in teaching strengthened his ability to communicate complex concepts clearly and build meaningful relationships with those he serves.

He earned a bachelor’s degree in finance from the University of Illinois Urbana-Champaign.

Jacob and his wife, Michelle, have four children. He enjoys spending time with his family and being outdoors through activities such as running, fishing, golfing, and gardening.