Erik Allison is a financial advisor at Savvy with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has held roles at Farther Finance Advisors, Skyfront Insurance, Skytree Partners, and EA Wealth. Outside of advising, he is a managing partner at Wealth Vision, LLC and a partner at Skyfront Insurance, LLC, where he offers insurance products. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized, primarily index-based investment plans and incorporates advanced strategies and fintech tools, including tax-aware direct indexing and third-party sub-advisers.

Kyra Gayle Luu is a financial advisor at Savvy with Series 63 and Series 65 licenses and four years of industry experience. She has previously worked at Farther Finance Advisors, Goldman Sachs, and Ameriprise Financial Services. In addition to her advisory role, she is a licensed insurance agent offering fixed insurance products. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, retirement plans, charitable organizations, and corporations. The firm 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 proprietary technology and sub-adviser allocations.