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Zach B
Series 65
Cedar Rapids, IA
Savant Wealth Management
Zach Barden is a financial advisor at Savant Wealth Management with one year of industry experience. He holds a Series 65 designation and has worked at Savant Wealth Management since 2024. Prior to his advisory role, he was employed at Perfect Game Baseball and Mount Mercy University. 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 employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by affiliated legal, accounting, and trust service entities.
Collin S
Series 65
Cedar Rapids, IA
Savant Wealth Management
Collin Swantz is a financial advisor with Savant Wealth Management in Cedar Rapids, IA. He holds a Series 65 license and has been with Savant since 2023. Prior to joining the firm, his work experience includes roles at GreatAmerica Financial Services and World Trend Financial, as well as various positions outside the financial industry. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and related services. The firm’s investment approach combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by its scale and integrated legal, accounting, and trust affiliates.
Robert M
CFP®, Series 63, Series 65
Cedar Rapids, IA
Savant Wealth Management
Robert Myers is a Certified Financial Planner (CFP®) with 19 years of industry experience. He is currently with Savant Wealth Management and has previously worked at Ausdal Financial Partners, Inc and World Trend Financial Planning Services Ltd. Savant Wealth Management serves a range of clients including individuals, families, institutional plans, and high-net-worth individuals, offering comprehensive wealth management, financial planning, and family office services. The firm combines evidence-based asset allocation with actively managed strategies and maintains affiliated accounting, legal, and trust services to support its offerings.
David G
Series 63, Series 65
Cedar Rapids, IA
Savant Wealth Management
David Gruber is a financial advisor at Savant Wealth Management in Cedar Rapids, IA, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ausdal Financial Partners, Inc and World Trend Financial Planning Services LTD. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and related services. The firm employs a blend of evidence-based, model-driven asset allocation alongside actively managed strategies, supported by integrated legal, accounting, and trust services.
Donna S
Series 63, Series 65
Cedar Rapids, IA
Savant Wealth Management
Donna Sanders is a financial advisor at Savant Wealth Management with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Ausdal Financial Partners, Inc. and World Trend Financial Planning Services Ltd. Since 2022, she has served as chair of the leadership board at Salem United Methodist Church in Cedar Rapids, IA. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with wealth management, portfolio management, financial planning, retirement consulting, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by integrated accounting, legal, and trust services.
Tory M
Series 63, Series 65
Cedar Rapids, IA
Savant Wealth Management
Tory Meiborg is a financial advisor with Savant Wealth Management, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior roles include positions at Ausdal Financial Partners and World Trend Financial Planning Services. He co-founded the Maxwell Meiborg Foundation, a 501(c)(3) charity that raises funds for children’s charities, primarily Make-A-Wish Iowa, and serves on the board of Cottage Grove Place, a nonprofit organization focused on seniors. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs a blended investment approach combining evidence-based asset allocation with actively managed strategies, supported by affiliated entities offering accounting, legal, and trust services.
Sarah S
CFP®, Series 63, Series 65
Cedar Rapids, IA
Savant Wealth Management
Sarah Specht is a CFP® with 11 years of industry experience, currently serving as an advisor at Savant Wealth Management since 2022. Her prior roles include positions at Ausdal Financial Partners, World Trend Financial, and various Northwestern Mutual entities. Outside of financial advising, she is involved as a distributor for Modere beauty products, engaging with social media to promote and answer questions about the products. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement consulting services to individuals, families, pension 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 legal, accounting, and trust services through affiliated entities.
Barry F
Series 63, Series 65
Cedar Rapids, IA
Savant Wealth Management
Barry Frantz is a financial advisor at Savant Wealth Management with three years of industry experience. He holds Series 63 and Series 65 licenses and previously spent 21 years at Terry, Lockridge & Dunn Inc. Savant Wealth Management provides comprehensive wealth management, financial planning, and family office services to a diverse client base including individuals, families, pension plans, and high-net-worth clients. The firm employs a blend of evidence-based asset allocation and actively managed strategies supported by integrated accounting, legal, and trust services.
Bradley H
CFP®, Series 63, Series 65
Cedar Rapids, IA
Savant Wealth Management
Bradley Haverback is a CFP® with 16 years of experience in financial advising. He is currently with Savant Wealth Management and previously worked at Ausdal Financial Partners, INC and World Trend Financial Planning Services Ltd. He holds Series 63 and Series 65 licenses. Savant Wealth Management provides comprehensive wealth management and related 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, supported by extensive in-house resources and affiliated accounting, legal, and trust services.
Michael R
Series 63, Series 65
Cedar Rapids, IA
Savant Wealth Management
Michael Russ is a financial advisor at Savant Wealth Management with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ausdal Financial Partners, Inc. and World Trend Financial Planning Services Ltd. Outside of finance, he coaches pitching techniques to athletes in Cedar Rapids, IA. Savant Wealth Management provides comprehensive wealth management and financial planning services to a diverse client base, including individuals, families, and institutions. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by integrated accounting, legal, and trust services.
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