Savant Wealth Management

As a CERTIFIED FINANCIAL PLANNER^® professional, 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 2014. She worked for World Trend Financial from 2018 until it joined with Savant in 2022. Prior to joining World Trend, she was director of operations for Financial Concepts, LLC in Kalona, IA.

Sarah earned a bachelor of arts degree in finance with an emphasis in financial management from the University of Northern Iowa.

Sarah lives in Kalona with her husband Steve. They enjoy spending time with their two children and helping on their family farms. In her free time, Sarah enjoys watching Hawkeye football, baking, being active in the community, and traveling.

David Gruber serves as a financial advisor in Savant's Cedar Rapids and Iowa City, Iowa, offices, where he helps families and businesses navigate financial decisions that support their long-term goals.

He began his career with World Trend Financial in 2015 and continued serving clients there until the firm joined Savant in 2022. David earned a bachelor’s degree from the University of Northern Iowa and a Master of Science (MS) in sports management from American Public University in Charles Town, West Virginia.

Before entering the financial profession, David spent 11 years overseas, primarily in Australia, where he played professional basketball. His experience competing at a high level shaped his belief in preparation, discipline, and teamwork, principles he now brings to his work as a retirement coach and wealth advisor. David and his wife, Kara, live in Solon, Iowa, with their three children. Outside of work, he enjoys spending time with his active family and the outdoors.