Savant Wealth Management

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.