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Brennon H
Series 63, Series 65
Huntersville, NC
Savant Wealth Management
Brennon Hawkins is a financial advisor at Savant Wealth Management with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Exencial Wealth Advisors, Wells Fargo Bank, Wells Fargo Securities, and The Vanguard Group. Savant Wealth Management provides comprehensive wealth management, financial planning, and family office services to individuals, families, pension plans, charitable organizations, and corporations. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.
James B
CFP®, Series 63, Series 65
Huntersville, NC
Savant Wealth Management
James Bailey is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Savant Wealth Management. He previously worked at Exencial Wealth Advisors, LLC, where he was an equity partner, and at Willingdon Wealth Management LLC. Outside of his advisory role, Mr. Bailey is involved in managing rental properties with his wife. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting services to individuals, families, and institutional clients. The firm combines evidence-based asset allocation with actively managed strategies and benefits from extensive in-house capabilities supported by a large advisor base.
Christopher B
Series 66
Huntersville, NC
Savant Wealth Management
Christopher Brown is a financial advisor at Savant Wealth Management with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Exencial Wealth Advisors, LLC and Willingdon Wealth Management LLC. Outside of his advisory role, Mr. Brown is a co-owner and property manager of a rental real estate business in Gastonia, NC. 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 combines evidence-based, model-driven asset allocation with actively managed investment strategies and offers integrated legal, accounting, and trust services through affiliated entities.
Karen B
Series 63, Series 65
Huntersville, NC
Savant Wealth Management
Karen Boschert is a financial advisor at Savant Wealth Management with 18 years of industry experience. She has previously worked at Exencial Wealth Advisors, LLC, Willingdon Wealth Management, LLC, and TD Ameritrade. Outside of her advisory role, she is a Pilates instructor, teaching classes monthly. 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 legal, accounting, and trust services through affiliated entities.
Michael W
Series 63, Series 66
Huntersville, NC
Savant Wealth Management
Michael Wayasamin is a financial advisor at Savant Wealth Management with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Exencial Wealth Advisors, TD Ameritrade, Cetera, INVEST Financial Corp, Investors Bank, and Fidelity Brokerage Services. He serves as a board member of 59 Pineapple Corporation, a non-investment related role. 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 an investment approach that combines evidence-based, model-driven asset allocation with actively managed strategies, supported by affiliated legal, accounting, and trust services.
Derrick L
Series 63, Series 65
Huntersville, NC
Savant Wealth Management
Derrick Longo is a financial advisor with Savant Wealth Management in Huntersville, NC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He previously worked at Exencial Wealth Advisors, where he served as an equity partner, and has consulting experience with Burns Wealth Management. Outside of his advisory roles, he owns and manages rental properties, dedicating time monthly to their maintenance. 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 maintains integrated accounting, legal, and trust services through affiliated entities.
Jeffrey H
CFA®, Series 63
Huntersville, NC
Savant Wealth Management
Jeffrey Hibbeler is a CFA® charterholder with eight years of industry experience. He is currently an advisor at Savant Wealth Management, having joined the firm in 2026. Prior to this, he worked at Exencial Wealth Advisors, where he was also an equity partner, and has held positions at Willingdon Wealth Management and Columbia Threadneedle Investments. 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 maintains notable in-house capabilities across accounting, legal, and trust services.
Pete T
CFA®
Huntersville, NC
Savant Wealth Management
Pete Trontis is a CFA® charterholder with eight years of industry experience. He is currently an advisor at Savant Wealth Management and previously worked at Exencial Wealth Advisors, LLC, where he was also an equity partner. Prior to that, he held roles at Willingdon Wealth Management and Horizon Investments. Savant Wealth Management serves a broad client base including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs a mixed investment approach combining evidence-based, model-driven asset allocation with actively managed strategies and offers integrated services such as accounting, legal, and trust through affiliated entities.
Randy F
CFA®, Series 63
Huntersville, NC
Savant Wealth Management
Randy Farina is a CFA® charterholder with six years of industry experience, currently serving as an advisor at Savant Wealth Management since 2026. Prior to joining Savant, he worked at Exencial Wealth Advisors, LLC for six years and had a one-year tenure at Westwood Global. Savant Wealth Management provides wealth management, portfolio management, financial planning, and retirement plan consulting services to individuals, families, corporate clients, and institutions. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.
Kaye T
Series 66
Huntersville, NC
Savant Wealth Management
Kaye Tahiliani is a financial advisor at Savant Wealth Management with 17 years of industry experience and holds a Series 66 designation. Before joining Savant in 2026, she worked at Exencial Wealth Advisors, LLC, Willingdon Wealth Management, and TIAA-CREF. She is also an equity partner of less than 5% at Exencial Wealth Advisors. 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, and retirement plan consulting. The firm uses an investment approach that combines evidence-based, model-driven asset allocation with a range of actively managed strategies and supports its services with affiliated accounting, legal, and trust entities.
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