Our Authors and Thought Leaders

Insights that Go Beyond the Blog

At Savant Wealth Management, our commitment to thoughtful, practical guidance doesn’t stop with client conversations—it extends to the written word. Our advisors and specialists have authored books on topics ranging from business succession and retirement to the unique financial needs of entrepreneurs. These works reflect the depth of our experience and our passion for helping people make informed decisions at every stage of life.

Explore the titles below to learn more.

Laura Chiesman, co-author of It’s A Journey – The MUST-HAVE Roadmap to Successful Succession Planning

Laura is the managing partner and a financial advisor at Savant’s office in Satellite Beach, FL. Since 1995, Laura’s goal has been to help individuals, families, and business owners transform financial complexity and confusion into clarity and confidence. She enjoys working with business owners to create business transition and succession strategies that support an owner’s desire to maintain important relationships and help create bright futures for their businesses and successors.

Robert J. Kemp, author of 10 Truths: How to Create Financial Independence

Rob is the managing partner and a financial advisor in Savant’s Fullerton, CA office. For nearly four decades, he has helped hundreds of families steward their hard-earned resources, allowing them to pursue what matters most in their lives. He captures and shares his experience working with clients in his book.

About 10 Truths: How to Create Financial Independence

Most people agree that personal financial security allows them to pursue the things in life that matter the most: time with family and friends, a comfortable retirement, freedom to travel or pursue a hobby, and the assurance that their children and heirs will be educated and cared for. But savers and investors need to rethink how they care for their resources because the days of a company pension plan are all but over. More and more, it is important to make the smartest possible decisions about one’s money so that goals are met and financial resources and savings last over a lifetime. Author and investment advisor Robert J. Kemp outlines his manifesto for building a life of financial security and happiness.

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Rob Morrison, co-author of Victory Lap Retirement

Rob is the chief experience officer at Savant Wealth Management. He is also a co-author of Victory Lap Retirement, second edition, and a contributor to Retirement Heaven or Hell: Which Will You Choose? A wealth manager for more than 20 years, Rob has coached many clients through their Victory Lap transitions. He is a passionate advocate for his clients and enjoys speaking about the changing face of work and retirement. In 2021, Rob co-authored Savant’s research on how investors view retirement today, and how they might re-imagine it if given the choice. The report, “The Death of Retirement: New Thinking on the Next Chapter,” formed the foundation for reshaping how Savant works with clients to envision their ideal futures.

Jack Phelps, author of The Relaxing Retirement Formula

Jack is the managing partner and a financial advisor of Savant’s office in Wellesley, MA. Offering independent, fiduciary advice to clients for more than 30 years, Jack has become an impassioned advocate and guide for people facing the complex transition from a lifetime of working and saving to enjoying the wealth they’ve created. Jack draws on his experience as a college athlete to show you the benefits of working with a great coach, and uses his extensive knowledge and knack for making complex ideas simple as he strives to help you experience the ideal future you deserve.

About The Relaxing Retirement Formula

You’ve worked hard your entire life to save money for your retirement years. But when the day comes to transition, doubt and fear begin to take hold. You wonder whether you’ve saved enough, how much you can afford to spend, and how to make your retirement bucket of investments last. This uncertainty can keep you working longer than you need to or prevent you from confidently spending the money you’ve saved—undermining the life you’ve earned after years of dedicated saving. In his book, Jack Phelps gives you the simple formula for answering your questions with certainty and precision. The Relaxing Retirement Formula is a step-by-step guide to helping develop and maintain the financial confidence you need to liberate the money you’ve saved, and work toward living the life you’ve always dreamed about.

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Wayne Titus, author of The Entrepreneur’s Guide to Financial Well-Being

Wayne is a Michigan-based financial advisor and author of the book, The Entrepreneur’s Guide to Financial Well-being. In writing The Entrepreneur’s Guide, Wayne drew on his personal experience and professional background to help entrepreneurs find and build a lasting relationship with a financial advisor who understands their unique needs. At Savant, Wayne continues to work with individuals, families, and entrepreneurs to integrate their tax, financial, and investment strategies.

About The Entrepreneur’s Guide to Financial Well-Being

Entrepreneurs have the passion and persistence to turn their visions into reality, but that doesn’t always mean they have the financial expertise to grow and scale their businesses. As Wayne Titus writes in The Entrepreneur’s Guide to Financial Well-being, entrepreneurs need a trustworthy advisor with a clear process to help them pursue a thriving future. He demonstrates the importance of partnering with someone who understands the savings strategies of top entrepreneurs to ensure all aspects of your portfolio – including investing, wealth transfer, enhancement, protection, and charitable gifting – receive proper attention. With the right advisor having their financial back, entrepreneurs can have the freedom to focus on what really matters: family, goals, and their businesses.

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Books are for general educational purposes only and are not intended to provide investment, legal or tax advice. Please consult your investment, legal or tax professional for personalized advice on your particular situation.

Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Savant is engaged, or continues to be engaged, to provide investment advisory services.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.