Savant Wealth Management

David Bregger is a financial advisor focused on retirement planning and tax-efficient wealth strategies, working out of our Austin, Texas, office. David began working at Savant in 2026 when Exencial Wealth Advisors joined the firm, expanding the breadth of planning resources available to his clients.

With more than four decades in the financial planning industry, David brings a deeply personal approach shaped by his upbringing on a working farm and an early fascination with numbers, compound interest, and long-term planning. He began his career in 1984 with the retirement planning division of Travelers Insurance Company, where he worked closely with university professors on wealth accumulation strategies. Seeking a broader, more integrated planning role, he earned his CERTIFIED FINANCIAL PLANNER^® professional designation in 1993 and launched his own practice, Bregger & Associates, in 1995.

David focuses on retirement planning for individuals and families who want to optimize their tax situation, manage cash flow, and make informed decisions during major life transitions. He also works closely with clients experiencing sudden wealth from business sales or inheritances and those planning meaningful gifts to children or charitable organizations. In 2021, he aligned his boutique firm with Weinheimer Wealth and Exencial to provide a more comprehensive team-based approach that included advanced tax and estate planning.

He earned a bachelor's degree in management and marketing from Northwood University in Midland, Michigan, where coursework in individual taxation and investments shaped his professional direction.

David maintains a strong commitment to community and faith-based organizations. He serves on the Investment Committee for the Catholic Diocese of Austin and previously held leadership roles with Austin Sunshine Camps and St. Theresa’s Catholic Church, including chair of hospitality and service on the parish and finance councils. He is also a member of Legatus, an international organization of Christian business leaders.

Married nearly 40 years to Nelda, David is the father of three adult children, and a doting grandfather. He enjoys golfing, reading the Gospels, investing, following the Chicago Cubs, traveling throughout the United States, and participating in Christian overseas pilgrimages. In addition to his Austin community, he enjoys working from his South Padre Island, Texas, location.

Galen Rasche is a financial advisor focused on comprehensive financial planning, working out of our Austin, Texas, office. He advises individuals and families on building, managing, and preserving wealth through integrated, goals-based strategies. He started working at Savant in 2026 when Exencial Wealth Advisors joined the firm.

Galen supports clients across a wide range of planning needs, including equity compensation planning, wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analysis, debt management, and education funding strategies. His technical background helps him translate complex financial scenarios into clear, actionable recommendations.

As a CERTIFIED FINANCIAL PLANNER^® professional, he transitioned into the financial planning profession in 2022 after a successful career of more than 15 years in cybersecurity and engineering, bringing a highly analytical and detail-driven approach to client planning. He began his financial planning career as a paraplanner and advanced into a wealth advisor role in 2024.

Galen earned a bachelor's degree in electrical engineering from the University of Kentucky. He went on to earn a Master of Science (MS) in electrical engineering from the University of Illinois Urbana-Champaign and a Master of Business Administration (MBA) from the University of Kentucky.

He actively supports the financial planning profession and alumni communities. Galen serves on the board of the Financial Planning Association's Austin chapter and participates on its NexGen Committee, where he helps career changers navigate the financial planning industry. He also serves as president of the Greater Austin Illini Club, promoting alumni engagement and supporting scholarship efforts for Central Texas students attending the University of Illinois.

Galen and his wife have two children. He enjoys traveling, running, and mountain biking.

Jasen Wallace is a financial advisor at our Austin, Texas, office, where he focuses on equity compensation planning, retirement planning, and financial clarity for individuals and families. He began working at Savant in 2026 when Exencial Wealth Advisors joined the firm.

In this role, he works closely with executives and professionals navigating complex compensation packages, including non-qualified (NQSO) and incentive stock options (ISO), restricted stock units (RSU), employee stock purchase plans (ESPP), and deferred compensation plans (457) and defined contribution plans (401(k)s). He helps clients align these benefits with broader financial strategies designed to manage taxes, strengthen cash flow, and support long-term goals. His approach emphasizes clear decision-making and thoughtful planning so clients can move forward with confidence.

In addition to equity compensation planning, Jasen provides personalized retirement planning guidance. He helps clients evaluate Social Security strategies, pension options, and sustainable income sources to support both near- and long-term retirement goals. His work centers on creating financial clarity by aligning financial decisions with what matters most to each client.

As a CERTIFIED FINANCIAL PLANNER^® professional, Jasen held progressive roles at Weinheimer Wealth Management, advancing from paraplanner to director of financial planning, and later served as a wealth advisor at Exencial. He earned a bachelor's degree in political science with a minor in finance from East Texas A&M University in Commerce and a Master of Science (MS) in personal financial planning from Texas Tech University in Lubbock.

Jasen maintains strong ties to the Austin community. A former president of the Young Men's Business League of Austin, he now serves on its fundraising committee. He also sat on the board and development committee of the Austin Sunshine Camps and on the career development committee for the Financial Planning Association of Austin, but remains a member of both. In addition, he serves as a BetterMan leader and member of the financial committee at Austin Oaks Church.

Away from client work, Jasen enjoys spending time with his wife, Brandi, and their daughter, Enora. He plays guitar, favors 1990s alternative and indie rock, and stays active through indoor rock climbing and mountain biking around Austin. He also has a passion for gardening, especially growing roses.

Matthew "Matt" Weinheimer is a lead advisor and financial advisor at our Austin, Texas, office. A CERTIFIED FINANCIAL PLANNER^® professional, he serves retirees, individuals with complex wealth needs, and business owners preparing for a sale. He began working at Savant in 2026 when Exencial Wealth Advisors joined the firm.

With more than 25 years of experience in the wealth management industry, Matt brings a long-standing perspective and steady leadership to clients navigating pivotal financial decisions. He began his career in financial services in 1997 and went on to found Weinheimer Wealth Management, where he built and led a team of five CERTIFIED FINANCIAL PLANNER^® professionals. In 2024, he joined Exencial and became partner and senior wealth manager. Throughout his career, Matt has focused on helping clients align investment strategy, cash flow, and long-term planning with their personal and professional goals.

Matt earned a bachelor's degree in finance from Southwest Texas State University, now known as Texas State University.

Away from work, Matt values time with family and the outdoors. He and his wife, Contessa, a travel advisor, share a passion for travel. Matt also enjoys river rafting, hiking, mountain biking, fishing, hunting, and spending time at his family’s ranch. They have two sons: Gavin, a recent Embry-Riddle graduate and U.S. Navy officer headed to Pensacola for flight training, and Logan, who is studying mechanical engineering at Texas Tech University. With eight siblings, family gatherings are always part of the calendar.