Our Team
Stephen is a managing partner and financial advisor in Savant's Louisville, KY office. He has a membership interest in Savant.
Stephen advises clients navigating uniquely complex financial transitions. He and his team provide guidance on business succession and retirement planning, aging care solutions, wealth transfer strategies, and philanthropic planning, helping clients align financial decisions with their values and long-term goals. He is an Accredited Investment Fiduciary® (AIF®), a Certified Exit Planning Advisor (CEPA), and a Chartered Retirement Plans SpecialistSM (CRPS®).
Stephen has been involved in the financial services industry since 2003. He was a co-founder and director of family wealth and retirement plan consulting at Sortino Advisory Partners until it joined with Savant in 2024.
Stephen earned a bachelor of arts degree in economics with minors in math and business administration from Bellarmine University in Louisville.
Stephen enjoys traveling with his wife and three children. He is an avid cyclist, scuba diver, and skier.
Since 1996, Danny has devoted his financial services career to helping individuals and families navigate complex financial planning and health care decisions. He was a co-founder and director of family wealth and fiduciary consulting at Sortino Advisory Partners until it joined with Savant in 2024.
Savant's commitment to its core values, especially excellence and lifelong learning, was key to Dannyâs decision to join Savant. He is a Chartered Alternative Investment AnalystSM (CAIA®) charterholder, a Certified Investment Management AnalystSM (CIMA®), and an Accredited Investment Fiduciary Analyst® (AIFA®).
Danny holds three academic degrees and is a doctoral student at Johns Hopkins University's Bloomberg School of Public Health. He earned a master of science (MS) degree with distinction in translational health sciences from the University of Oxford, a master of arts (MA) degree in gerontology from the University of Southern California, and a bachelor of science in business administration degree in finance from the University of Louisville.
Danny is a U.S. Marine Corps veteran and serves on the Chicago Scots Board of Governors. He enjoys hiking and traveling with his family and is an avid supporter of the performing arts.
1986
100-499 Employees
Schwab, TD Ameritrade, Fidelity
Non-Profit Organizations, Individual Investors, Businesses
Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Legal Advice and Services, Financial Advice & Consulting
Exchange Traded Funds (ETFs), Stocks, Bonds, Alternative Investments, Mutual Funds, Socially Responsible Investments (SRI)
Yes
Email, Phone, Our Office, Our Offices, Video Conference
Fee-Only
Based on Assets
10,000+
$19.4 Billion
Do you have a customer satisfaction or refund policy?
Do you offer any guaranteed results?
How much risk should I be willing to take?
What is your approach to financial planning?
What are your fees for this service?
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
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