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Jolie M
CFP®
Corning, NY
Savant Wealth Management
Jolie Mc Carthy is a CFP® professional with 10 years of industry experience. She has worked at Savant Wealth Management since 2026 and previously spent 15 years at Socha Financial Group. 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 family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies, supported by in-house accounting, legal, and trust service affiliates.
Michelle V
CFP®
Corning, NY
Savant Wealth Management
Michelle Vang is a CFP® professional with nine years of experience in financial advising. She is currently with Savant Wealth Management and previously worked at Socha Financial Group, LLC, and Nancy A. Socha & Associates, LLC. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting to individuals, families, institutions, and high-net-worth clients. The firm employs a blend of evidence-based, model-driven asset allocation alongside actively managed strategies and offers integrated services through affiliated accounting, legal, and trust entities.
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