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Robin J

Series 65

Iowa City, IA

Savant Wealth Management

Robin Jackson Miller is a financial advisor with Savant Wealth Management in Iowa City, IA, holding a Series 65 designation and three years of industry experience. Prior to joining Savant, Miller worked for Terry Lockridge & Dunn Inc for 22 years. 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, retirement plan consulting, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates across a range of investment vehicles.

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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Sarah N

CFP®, Series 66

Iowa City, IA

Savant Wealth Management

Sarah Nolte is a Certified Financial Planner™ (CFP®) with 12 years of experience in the financial advisory industry. She is currently with Savant Wealth Management and has previously worked at World Trend Financial, Ausdal Financial Partners, Inc., and Cambridge Investment Research, Inc. Nolte holds the Series 66 license and is based in Iowa City, IA. Savant Wealth Management provides wealth management, financial planning, retirement plan consulting, and family office 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 a range of affiliated implementation services, supporting approximately $55.6 billion in assets under management.

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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