Savant Wealth Management

Phil has been involved in the financial services industry since 1992. He founded a company to develop software applications and services to improve stock-based compensation decision-making for financial advisors and their clients. He served as president of The Corcoran Group in Bethesda, MD, until its acquisition by Savant in 2015. Prior to his work in financial services, Phil built a distinguished career in the United States Navy. As a Naval Intelligence Officer, he served aboard the aircraft carrier USS Dwight D Eisenhower during Operation Desert Shield, was an Asia-Pacific research analyst for the Defense Intelligence Agency, and served in the National Military Joint Intelligence Center for The Joint Chiefs of Staff Intelligence Staff. Phil was honored as a recipient of The Defense Meritorious Service Medal and named Defense Intelligence Agency's Analyst Producer of the Year. Phil earned a bachelor of science degree in political science from the U.S. Naval Academy and was a member of The Commandant’s List. He is a CERTIFIED FINANCIAL PLANNER^™ professional and a member of the Financial Planning Association. Phil and his wife Stacey have three children. He is a yoga practitioner, golfer, beginner pianist, and an Ironman 70.3 triathlon finisher.

Joel has been involved in the financial services industry since 2004, after beginning his career in corporate finance with a Fortune 500 company. Prior to joining Savant, he worked at a Registered Investment Advisor firm in Rockville, MD, and then served as vice president of The Corcoran Group in Bethesda from 2008 until its acquisition by Savant in 2015. Joel graduated magna cum laude with a bachelor of science degree in business management (finance) from Brigham Young University and was a National Merit and Ezra Taft Benson Scholar there. He earned his Certificate in Financial Planning from Georgetown University and is a CERTIFIED FINANCIAL PLANNER^™ professional, an Accredited Investment Fiduciary^® (AIF^®), and an Accredited Portfolio Management Advisor^℠ (APMA^®). He is a member of the Financial Planning Association, has been quoted in Forbes, US News & World Report, and Washingtonian magazine, and has been a repeat guest on Federal News Radio. Joel serves as president of the Washington, DC chapter of the BYU Management Society. He regularly teaches seminars on preparing for retirement to Federal employees through the National Institute of Transition Planning. Joel and his wife Kristin have four children. He enjoys the outdoors in all forms and is a student of American History, particularly the Civil War period. He adores Italian culture and cuisine and speaks the language fluently. He enjoys racquetball, hiking, and cycling.

David has been involved in the financial services industry since 2005. Prior to joining Savant, he was a senior tax accountant at an accounting firm and a financial advisor at a wealth management firm in the Greater Washington, D.C. Metro Area. David earned a bachelor of science degree in accounting and a master’s degree in business administration from Mount St. Mary's University. He is a CERTIFIED FINANCIAL PLANNER^™ professional, an Accredited Investment Fiduciary^® (AIF^®), and a Certified Public Accountant (CPA) with the Personal Financial Specialist (PFS) credential issued by the American Institute of Certified Public Accountants (AICPA). David serves on the board of directors of both the Gaithersburg-Germantown Chamber of Commerce and the Metropolitan Ballet Theatre & Academy. He is a member of the AICPA and the Financial Planning Association (FPA). In his spare time, David enjoys family walks with his wife and son, exploring new restaurants, and collecting vintage video games and vinyl records.

Aaron has been involved in the financial services industry since 2016. Prior to joining Savant, he was an associate advisor for an RIA Firm based in Seattle. Before that, he was a teller, loan officer, and member service representative for Mountain America Credit Union and KeyBank. Aaron earned a bachelor of science degree in personal financial planning with minors in business management and accounting from Utah Valley University. He is a CERTIFIED FINANCIAL PLANNER^™ professional and a member of the Financial Planning Association. Aaron and his wife Stephanie have two sons, Oliver and Matthew. He loves to spend time outdoors camping, hiking, fishing, and kayaking. He also enjoys playing the piano, reading, cheering for the Utah Jazz and Boston Celtics, and watching a good movie.