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.

Don focuses on high income and high net worth clients who have complex financial planning, tax planning, estate planning, and portfolio management needs. Don's goal is to generate value for his clients by helping to reduce uncertainty associated with planning for the future. He has been involved in the financial services industry since 1980. Don began his career with a 16-year stint at Northern Trust Company, ultimately managing over $8 billion in various mutual funds and as division manager, helped manage the risk of a $50 billion investment management department. He brings an evidence-based, risk management oriented, institutional perspective to investment management and a goals-based, common-sense approach to financial planning. As a CPA, Don also focuses significant effort on minimizing the tax drag on clients' financial plans. Don founded D3 Financial Counselors and operated the firm until it joined with Savant in 2018. Don earned a bachelor’s degree with a triple major in finance, operations management, and human resources management and a minor in economics from Illinois State University. He earned a master of business administration degree in marketing from DePaul University. Don is a CERTIFIED FINANCIAL PLANNER^™ professional and attained the Chartered Financial Analyst^® (CFA^®) designation. He is a Certified Public Accountant (CPA) and holds the Personal Financial Specialist (PFS) credential, issued by the American Institute of Certified Public Accountants (AICPA), and is a Certified Specialist in Estate Planning^® (CSEP). He taught financial planning at DePaul University and portfolio management at Lewis University.

Ashley has been involved in the accounting and financial services industries since 2017. Prior to joining Savant, she served three internships at accounting firms - two in Santa Fe, NM and one in Ft. Collins, CO. She also interned at Savant before transitioning to her current role. Ashley earned a bachelor of science degree in business administration with concentrations in accounting and financial planning and a master of accountancy degree with specialization in taxation, both from Colorado State University. She is a CERTIFIED FINANCIAL PLANNER^™ professional and a Certified Public Accountant (CPA). Ashley is a member of the American Institute of Certified Public Accountants and the Financial Planning Association, as well as the Santa Fe Estate Planning Council, the Santa Fe Eldercare Network, the Santa Fe Chamber of Commerce, and the Santa Fe Hispanic Chamber of Commerce. Ashley proudly serves her country as a technical sergeant in the New Mexico Air National Guard. She enjoys the outdoors, hiking, skiing, and spending time with family and friends.