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.

Jon has been involved in the financial services industry since 2015. Prior to joining Savant, he worked for two registered investment advisory firms in the Chicago suburbs - one as a planning analyst and then as a financial planner. Jon earned a bachelor of science degree in agricultural and consumer economics with a concentration in financial planning and a minor in communications from the University of Illinois at Urbana-Champaign, where he was a James Scholar honors student. He is a CERTIFIED FINANCIAL PLANNER^™ professional. Jon is a competitive ultimate frisbee player, a diehard college basketball fan, and an aspiring novelist. His travel goal is to visit a brewery in every state by 2025.

Steve has been involved in the financial services industry since 1991 and is a Chartered Financial Consultant^® (ChFC^®). He began his investment career at Continental American Trading Company in London. For 15 years he was a member and market maker on the floor of the Chicago Board of Trade, specializing in bond trading. He was an advisor with Orion Capital Management from 2007 until its acquisition by Savant in 2015. Steve is a member of the Evanston Chamber of Commerce, serves on the board of the Wausaukee Club, and is a member of the American Platform Tennis Association. Steve and his wife Kara have two sons, Ben and Charlie. He enjoys outdoor activities, especially golf in the summer and platform tennis in the winter. He also enjoys attending concerts, sporting events, and neighborhood activities.

Martin has been involved in the financial services industry since 2013. Prior to joining Savant, he was an advisor for two large wealth management firms. Martin also has prior clinical experience as an art therapist in psychiatric and special education settings and as graduate faculty at the School of the Art Institute of Chicago and Columbia College Chicago. As a Chicago writer, Martin has helped several large nonprofit organizations raise funds for their public programs. Martin earned a bachelor of applied arts degree in sculpture from San Diego State University and a master of arts degree in art therapy from the School of the Art Institute of Chicago. He is a CERTIFIED FINANCIAL PLANNER^™ professional. As long-time residents of Chicago's Lincoln Square neighborhood, Martin and his wife are always looking for ways to promote community. In 2012 Martin doubled the size of a neighborhood children's park by brokering an agreement between the Chicago Park District and the Chicago Transit Authority, with assistance from two aldermen, several nonprofit organizations, and other key community members. Martin is fluent in French. He and his wife have two children and have lived in Lincoln Square since 2000.

Tony has been involved in the financial services industry since 2007. Prior to joining Savant, he was an advisor for several large wealth management firms. Tony is a cum laude graduate of Northern Illinois University with a bachelor of arts degree in philosophy. He is a Chartered Financial Analyst^® (CFA^®), a CERTIFIED FINANCIAL PLANNER^™ professional, and an Accredited Wealth Management Advisor^® (AWMA^®). Tony is chairman of the board of directors and serves on the Finance Committee and Executive Committee for the Illinois Medical District Guest House, whose mission is to provide temporary housing for outpatients and the families of patients traveling to Chicago for medical treatment. Tony and his wife Janice have three children. They live in Chicago's Southport Corridor neighborhood and are huge Chicago Cubs fans.