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string(1775) "Dan is a financial advisor in Savant’s Madison, WI office.
Dan primarily focuses on providing personal financial planning and fiduciary investment advice to high-net-worth families and retirees, business owners, and medical professionals. His passion lies in building relationships; Dan takes the time to listen and understand his clients’ values and long-term goals, which enables him to help clients visualize their future and empower them to confidently make decisions regarding their financial wellbeing.
As a CERTIFIED FINANCIAL PLANNER® professional, Dan is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
Dan has been involved in the financial services industry since 2016. Prior to joining Savant, he spent four years advising high-net-worth families and small business owners for the wealth management affiliate of a top 20 public accounting firm in Green Bay, WI.
Dan earned a bachelor of business administration degree in finance with an emphasis in wealth management and financial planning from the Wisconsin School of Business at the University of Wisconsin-Madison.
Outside of the office, you can find Dan at the lake or in the woods. He enjoys skiing, hiking, cooking, and playing fetch with his Borador (Border collie / Labrador retriever mix), Ranger. On any given weekend he may be backpacking in the UP, boating on Lake Michigan, or cheering on his favorite Wisconsin sports team. Dan and his wife Hannah grew up in Door County, WI and frequently return in the summer and fall to spend time with family and friends."
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string(19) "Daniel E. Holdridge"
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string(250) "Dan has been involved in the financial services industry since 2016. He earned a bachelor’s degree in finance with an emphasis in wealth management and financial planning from the Wisconsin School of Business at the University of Wisconsin-Madison."
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string(2023) "Brent is a financial advisor in Savant’s Madison, WI office. He has a membership interest in Savant.
Brent is experienced in asset management, personal trusts, corporate retirement plans, banking, and the wealth management planning process.
As a Certified Trust and Financial Advisor (CTFA), CERTIFIED FINANCIAL PLANNER® professional, Accredited Investment Fiduciary® (AIF®), and Chartered Retirement Plans SpecialistSM (CRPS®), Brent is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
Brent has been involved in the financial services industry since 1992, has been an advisor since 1994, and served as a trust officer for 10 years. Prior to joining Savant, he was vice president and wealth management consultant for a large bank where he was responsible for financial planning and new business development in the $2.5 billion trust department, specializing in high-net-worth individuals.
Brent is a member of the National Association of Personal Financial Advisors (NAPFA). He is a member of the Greater Madison Chamber of Commerce and the Middleton Chamber of Commerce, and he serves on the public works committee for the Town of Verona (WI). Brent is routinely interviewed by local television stations for his financial expertise and has been quoted by Yahoo! Finance, Financial Advisor magazine, and Fox Business, among others. He has authored numerous newspaper and magazine articles.
Brent earned a bachelor of arts degree in economics from the University of Iowa. He received extensive training at the Cannon Financial Institute’s Trust School at the University of Notre Dame.
Brent and his wife Kristine have three sons, Logan, Keegan, and Carson. He enjoys reading, hunting, skiing, golf, college football, and travel."
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string(16) "Brent A. Lindell"
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string(241) "Brent is experienced in asset management, personal trusts, corporate retirement plans, banking, and the wealth management planning process. He is routinely interviewed by local media and has authored numerous newspaper and magazine articles."
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string(1618) "Sarah is a lead and financial advisor in Savant’s Madison, WI office. She has a membership interest in Savant.
As a CERTIFIED FINANCIAL PLANNER® professional, Chartered Retirement Plans SpecialistSM (CRPS®), and Accredited Behavioral Finance ProfessionalSM (ABFPSM), Sarah is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
Sarah has been involved in the financial services industry since 2015. Prior to joining Savant, she worked for a forensic and litigation consulting group, specializing in data analytics, specifically on fraud investigations and mortgage-backed securities cases.
Sarah is a founding member of
Wise Women, an initiative that inspires, informs, and empowers women to pursue their best financial futures. In 2024, she was named as one of Madison’s Forty Under 40 by
In Business magazine. Sarah is a member of the Junior League of Madison and serves as president of the Madison Estate Council.
Sarah earned a bachelor of science degree in finance from the University of Illinois, where she graduated as a top 10 student in the College of Business and a top 100 student in the university.
During her free time, Sarah enjoys spending time with her husband Adam and sons Jack and Owen, being active, and baking."
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string(18) "Sarah E. McGinniss"
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string(193) "Sarah earned a bachelor of science degree in finance from the University of Illinois, where she graduated as a top 10 student in the College of Business and a top 100 student in the university."
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