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.

Sobhi has been involved in the financial services industry since 2015. Before transitioning to his current role, he was a financial planner for Savant, where he worked with the advisors to prepare and deliver financial planning strategies to clients. Prior to joining Savant, he worked as a financial advisor associate for a local financial planning firm. Sobhi earned a bachelor of business administration degree with an emphasis in finance from The American University of Beirut, Lebanon, and a master of business administration degree from Rockford University. He earned a certificate in financial planning from Northwestern University School of Professional Studies and is a CERTIFIED FINANCIAL PLANNER^™ professional. He serves on the Rosecrance Chicago Foundation Board. On a mission to meet new people and learn about different cultures, Sobhi still has South America, Australia, and Antarctica to check off his world continents list. He enjoys listening to autobiography audio books and watching comedies. His sacred daily routine starts with a 5 a.m. weightlifting workout followed by a 10-minute FaceTime with his family. He speaks Arabic, French, and a little bit of Hebrew.

Paul has been involved in the financial services industry since 2004. Prior to joining Savant, he was an advisor for a national registered investment advisory firm where he served business owners, executives, professionals, and retirees with holistic wealth management strategies including retirement and college planning, investment and risk management, and tax and charitable giving strategies. He also served as a Social Security planning subject matter expert for the firm. He is passionate about bringing clarity and peace of mind to clients, especially during periods of market volatility and significant life transitions. Paul earned a bachelor of science degree in business administration from Liberty University and a master of business administration degree in finance from DePaul University. He is a CERTIFIED FINANCIAL PLANNER^™ professional. Paul and his wife Lori have two sons, Max and Jackson. He volunteers as a youth sports coach and enjoys watching his children participate in their many sporting activities. Paul enjoys traveling, and his favorite place that he has visited in Samoa. He is a huge fan of the Chicago Bears.

Brian has been involved in the financial services industry since 1993. Prior to joining Savant, he held management positions with several large regional banks. He trained advisors, registered investment representatives, and insurance agents. He was also the founding principal of a fee-only financial planning firm based in Schaumburg, IL. Brian has taught financial planning courses for the Northwestern University Certified Financial Planner^™ Certification Education Program. Brian earned a bachelor of arts degree in marketing from North Central University. He completed DePaul University's certificate program in financial planning and is a CERTIFIED FINANCIAL PLANNER^™ professional and an Accredited Investment Fiduciary^® (AIF^®).

Gabe has been involved in the financial services industry since 2003 and has helped numerous families over the years turn assorted financial goals and interests into unified, integrated financial plans. He particularly enjoys discussing multi-generational wealth planning, tax-efficient investing, and wealth accumulation strategies. Gabe earned a bachelor of science degree in finance from the University of Phoenix. He is a Chartered Retirement Planning Counselor^℠ (CRPC^®) and a CERTIFIED FINANCIAL PLANNER^™ professional. Gabe is a regular guest speaker for corporations, foundations, civic organizations, and professional associations. Some of his public speaking topics include wealth disparity and asset building, maximizing Social Security benefits, and portfolio distribution strategies in retirement. Outside of work, Gabe can be found on a tennis court, at the local CrossFit gym, or outdoors with his family. He was raised in Florida and has been a resident of the Chicago metro area for nearly 20 years. He resides in St. Charles with his wife and two children.

Jerry advises individual clients as well as retirement plans and not-for-profit organizations. He has been involved in the financial services industry since 1991. Prior to joining Savant, Jerry was vice president of the Financial Communications Group at Ibbotson Associates in Chicago, where he was responsible for the development, sales, and delivery of analytical and presentation tools that focused on asset allocation, mutual fund selection, disbursement planning, wealth forecasting, and other financial planning techniques. Jerry trained thousands of financial professionals worldwide each year. Before that, he was a senior manager in the Financial Planning Solutions Group at PricewaterhouseCoopers, LLP and a retirement specialist at Arthur Andersen, LLP. Jerry earned a bachelor of science degree in finance from the University of Illinois at Urbana-Champaign. He is a CERTIFIED FINANCIAL PLANNER^™ professional, an Accredited Investment Fiduciary Analyst^® (AIFA^®), and a Chartered Retirement Plans Specialist^℠ (CRPS^®). He is frequently quoted in a variety of national publications. Jerry and his wife Stefanie have three children. He enjoys sports and outdoor activities with his family.