Colin Farr is a CFP® professional with 15 years of industry experience. He is currently with Savvy and previously worked at Charles Schwab and Charles Schwab Bank. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, ERISA plans, charitable organizations, and corporations. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by a proprietary technology platform.

Michaela Sullivan is a financial advisor at Savvy with 10 years of industry experience. She holds a Series 66 designation and previously worked at Charles Schwab and Charles Schwab Bank for a combined nine years. She serves on the board of directors and as treasurer for the Cat Care Society, a nonprofit organization. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm employs a blend of index-based core strategies with tailored approaches such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models.