Savant - University Wealth Management

Our Team

Find Your Right Team Member

We believe Wise Counsel includes the collective wisdom, expertise, and knowledge from our University Wealth Management team and our entire team at Savant Wealth Management. Functioning much like a forward-thinking medical group, our team is multi-disciplinary, synergistic, and integrated in their approach. Our team understands all the components that go into comprehensive financial planning for university leaders. Complex situations often require professionals with more than one specialty. Our team collaborates and takes the necessary steps to help you pursue your financial and life goals.

Meet the Entire Savant Team

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 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. The CEP® (CERTIFIED ESTATE PLANNER™) is a trademark registered with the United States Patent and Trademark Office, and solely owned by the National Institute of Certified Estate Planners, Inc. This certification mark is awarded to individuals who successfully complete the NICEP certification requirements and who also comply with annual maintenance requirements.