Savant Wealth Management

8401 Greenway Boulevard
Suite 212
Middleton, WI 53562


Lillie F. Perry

Financial Advisor

Lillie has been involved in the financial services industry since 2020 and is part of Savant’s University Wealth Management team. Prior to joining Savant, she worked in the student loan education office in the Office of Financial Aid at Iowa State University.

Lillie earned a bachelor of science degree in financial counseling and planning from Iowa State University and is a CERTIFIED FINANCIAL PLANNER™ professional. She is a member of Alpha Chi Omega Alumna and enjoys cycling and other workout classes, socializing with friends, spending time with her cats, hiking, and volleyball.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and Certified Financial Planner™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.