Michael’s Approach
Michael T. Mallon
Client Discovery Advisor
Overview
Michael “Mike” Mallon is a client discovery advisor in Savant’s Middleton, Wisconsin, office, where he focuses on building relationships as a first-touch contact for prospective clients and connecting them with the firm’s national network of advisors.
Mike guides early conversations with individuals and families exploring financial planning, helping them access relevant resources from Savant’s extensive planning library. He prioritizes listening, understanding goals, and making thoughtful connections that support long-term relationships.
He has more than 20 years of business development experience. Before joining the firm, Mike launched a new Rockford, Illinois, office for a division of ADT and served as area manager for a northern Illinois new homeowner program. Earlier in his career, he worked as a home design manager at an electronics retailer, where he delivered tailored technology solutions based on client needs.
Mike has a twin brother and enjoys golfing and following Chicago sports teams, with one notable exception of the White Sox.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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