Savant Wealth Management - Financial Advisor in Atlanta, GA | WiserAdvisor.com

Our independent status is unique. It allows us to remain impartial in our advice and serve our clients in a fiduciary capacity. We accrue no benefit from brokerage services, commissions, finder fees, or product sales of any kind. We integrate the planning, investment, and tax disciplines to maximize after-tax wealth and align our clients assets with their ideal vision of the future. Savant has consistently received local and national recognition.

Savant Wealth Management

Brent earned a B.S. degree in finance and economics and an MBA from Northern Illinois University. He is a co-founder of Zero Alpha Group, and a co-founder of the Alliance for RIAs, a prestigious industry group that together manages nearly $50 billion. He is a member of the Young Presidents' Organization (YPO) and serves on the boards of the Northern Illinois University Foundation and the Rock Valley College Foundation.

Brent was named by Chicago magazine as the #1 independent financial advisor for the Chicagoland area in 2009 and one of the nation's top professional advisors by J.K. Lasser. He represented Savant for the 7th year on Barron's list of the "Top 100 Independent Financial Advisors" in the country and in 2017 was ranked by Forbes as #40 on their top 250 wealth advisors list. From 1997 until the survey ended in 2008, Brent appeared on Robb Report Worth magazine's "The Nation's 100 Most Exclusive Wealth Advisors" list. In 2011, Brent was named the nation's 10th "Most Experienced Independent Financial Advisor" by Bloomberg Businessweek. He was named "one of the 17 people advisors should watch in 2017" by Financial Planning magazine. He is a regular columnist for Financial Planning magazine, and is recurrently featured in local, industry, and national media including the Wall Street Journal and Barron's.

Brent enjoys traveling, wine, collecting art, boating, fine dining, and spending time with family and friends at their lake house in Lake Geneva, WI. During the 2020 pandemic he became a level 3 sommelier.

Rob has been involved in the financial services industry since 2000. He served as president of Huber
Financial Advisors from 2012 until it joined with Savant in 2020 and has been coaching clients since
2001. Rob earned a bachelor's degree in business with a minor in communications from DePaul
University. He co-authored the book Victory Lap Retirement, second edition.
Rob donates his time as an appointed director of the Western Golf Association, which administers the
Evans Scholars Foundation, a private charity that provides full college scholarships to caddies. He also
serves as a mentor at Buffalo Grove High School's entrepreneurship program.
Rob and his wife Emily have three children and two (mostly amenable) dogs. They enjoy trips to
Michigan, sports, theater, and music.

Dennis has been involved in the financial services industry since 1992. He served as CEO of Capital
Directions until it joined with Savant in 2023. Prior to joining Capital Directions, Dennis was a senior
institutional consultant with TIAA and a staff accountant with KPMG.
Dennis earned a bachelor's degree in accounting from Appalachian State University. He is an active
participant in Vistage, a CEO coaching and peer advisory organization, and serves on the Appalachian
State University Foundation Board.
Dennis is an active member of Alpharetta (GA) Methodist Church and a supporter of North Fulton
Community Charitie' Circle of Hope. Dennis and his wife Katherine have two children. In their free time,
they enjoy golf, snow skiing, and supporting the App State Mountaineers and Clemson Tigers.

Richard has been involved in the financial services industry since 2006. He served as a wealth advisor and director of financial planning for Capital Directions until it partnered with Savant in 2023. Richard helps business owners, senior-level executives, and other high-net-worth individuals navigate investment decisions, estate planning, retirement planning, and charitable gift strategies.

Richard earned a bachelor's degree in history with a minor in economics from DePauw University in Greencastle, IN and is a CERTIFIED FINANCIAL PLANNER&trade; professional. He grew up in Cincinnati and lives in Atlanta with his wife, daughter, and their two dogs.

Miriam has been involved in the financial services industry since 2012. She was a wealth advisor for Capital Directions from 2019 until it joined with Savant in 2023. Prior to joining Capital Directions, Miriam was a senior financial advisor and assistant vice president for a national brokerage company.

Miriam earned bachelorâs degrees in international business and French, both from Georgia State University, and is a CERTIFIED FINANCIAL PLANNER&trade; professional. She completed the Cultivating Hispanic Leaders Institute program from the J.W. Fanning Institute for Leadership Development at the University of Georgia.

Miriam is a first-generation American from Morocco and has traveled the world both personally and professionally. She speaks Arabic, French, and Spanish. Miriam is a mentor for 3rd Decade, a nonprofit focused on providing financial education and mentoring for young adults. She is also an active member of the Rotary Club of Buckhead. In her spare time, she enjoys volunteering within the community, traveling, and participating in local 5K runs. Miriam and her husband Rodrigo reside in Dunwoody, GA with their two daughters.

Evan has been involved in the financial services industry since 2018. He was a wealth advisor for Capital Directions until it joined with Savant in 2023.

Evan earned a bachelorâs degree in finance with specializations in both personal wealth management and insurance from the University of Alabama. He is a CERTIFIED FINANCIAL PLANNER&trade; professional. Outside of the office, Evan enjoys traveling and spending time in the great outdoors.

Terry has been involved in the financial services industry since 1993. He was a principal and served as managing director of private wealth for Capital Directions until it joined with Savant in 2023. Prior to joining Capital Directions, Terry was a principal with Ashwood Advisors, LLC, and a principal in the tax department at the accounting and advisory firm of Gifford, Hillegass & Ingwersen, LLP. In 1997, he formed Hartigan Financial Advisory, Inc. to serve the demand for fee-only financial planning and investment management consulting in an independent environment.

Terry earned a bachelor of business administration degree in finance from the University of Georgia and is a CERTIFIED FINANCIAL PLANNER&trade; professional. He is an active member of St. Jude Catholic Church. Terry and his wife Jill have three daughters.

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