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Andreas S

CFP®, Series 65

Grand Blanc, MI

Savant Wealth Management

Andreas Shick is a CFP® with six years of industry experience, currently serving as a financial advisor at Savant Wealth Management. Prior to joining Savant, he worked at Grand Capital Advisors, LLC, and was self-employed for one year. Outside of his advisory role, he is the chief financial officer of Cousin's Car Wash, LLC, a non-investment related business. Savant Wealth Management provides comprehensive wealth management, financial planning, and related services to individuals, families, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Equity Recipients (RS/RSU, SOP, ESPP) Options & derivatives strategies ESG / Sustainable investing Real estate investing Tax-loss harvesting Executive Founder/Business Owner Retired Women Professionals Divorced
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Cory B

CFP®, Series 65

Rockford, IL

Savant Wealth Management

Cory Barel is a CFP® and Series 65-licensed financial advisor with five years of industry experience. He has been with Savant Wealth Management in Rockford, IL, since 2019, serving in various capacities at the firm. Savant Wealth Management provides comprehensive wealth management, portfolio management, and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated services through affiliated accounting, legal, and trust entities.

Equity Recipients (RS/RSU, SOP, ESPP) Options & derivatives strategies ESG / Sustainable investing Real estate investing Tax-loss harvesting Executive Founder/Business Owner Retired Women Professionals Divorced
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Amanda P

CFP®, Series 65

St Paul, MN

Savant Wealth Management

Amanda Parsons is a CFP® and holds a Series 65 license with five years of industry experience. She is currently with Savant Wealth Management and previously worked at Prairieview Partners, Christianson PLLP, and MD Financial / Vestment Financial, among others. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supporting a broad range of investment approaches overseen by an investment committee.

Equity Recipients (RS/RSU, SOP, ESPP) Options & derivatives strategies ESG / Sustainable investing Real estate investing Tax-loss harvesting Executive Founder/Business Owner Retired Women Professionals Divorced
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Carrie T

Series 65

Birmingham, AL

Savant Wealth Management

Carrie Teardo is a Series 65 licensed advisor at Savant Wealth Management with one year of industry experience. She previously worked at Bridgeworth, LLC and Ministry Brands - High Ground Solutions. Outside of financial services, she has been affiliated with the Cathedral Church of the Advent for over 15 years. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement consulting to a diverse client base including individuals, families, and institutions. The firm combines evidence-based asset allocation with actively managed strategies and offers integrated services through affiliated accounting, legal, and trust entities.

Equity Recipients (RS/RSU, SOP, ESPP) Options & derivatives strategies ESG / Sustainable investing Real estate investing Tax-loss harvesting Executive Founder/Business Owner Retired Women Professionals Divorced
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Deann S

CFP®, Series 65

Atlanta, GA

Savant Wealth Management

Deann Stevens is a CFP® with two years of industry experience, currently advising at Savant Wealth Management in Atlanta, GA. Prior to joining Savant, she worked at TrainingPros and the American College of Cardiology. Savant Wealth Management serves individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, and financial planning services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Equity Recipients (RS/RSU, SOP, ESPP) Options & derivatives strategies ESG / Sustainable investing Real estate investing Tax-loss harvesting Executive Founder/Business Owner Retired Women Professionals Divorced
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David L

CFP®, Series 66

Birmingham, AL

Savant Wealth Management

David Lecompte is a CFP® and Series 66–licensed financial advisor with 21 years of industry experience. He currently works at Savant Wealth Management and previously held roles at Bridgeworth, LLC and LPL Financial. Savant Wealth Management serves a diverse client base, including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients, providing comprehensive wealth management, financial planning, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by its scale and integrated affiliated services.

Equity Recipients (RS/RSU, SOP, ESPP) Options & derivatives strategies ESG / Sustainable investing Real estate investing Tax-loss harvesting Executive Founder/Business Owner Retired Women Professionals Divorced
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Robert S

CFP®, Series 66

Rockford, IL

Savant Wealth Management

Robert Stranges is a CFP® professional with 21 years of industry experience. He is currently with Savant Wealth Management and has previously worked at Empower Advisory Group, Charles Schwab and Co., Inc., and TD Ameritrade. Outside of his advisory role, he manages Pupterra LLC, an outdoor adventure resource that provides gear reviews, trip guides, and land and camp rental opportunities. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Equity Recipients (RS/RSU, SOP, ESPP) Options & derivatives strategies ESG / Sustainable investing Real estate investing Tax-loss harvesting Executive Founder/Business Owner Retired Women Professionals Divorced
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