Lindsey Lewis is a CFP® and ChFC® with four years of industry experience, currently serving as an advisor at Savvy since 2026. Prior to joining Savvy, she worked at OSAIC Wealth, Inc., Ellevest, and The Vanguard Group, Inc. Lindsey is also Managing Director at The American College of Financial Services, a role she has held since 2020. Outside of finance, she is involved in a consulting and solar sales business operated with her spouse. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term investment approach supplemented by active equity portfolios, tax-aware direct indexing, and various fintech tools, with customized plans tailored to client objectives and risk tolerance.

Michael Johnson is a Series 65-licensed advisor at Savvy with 24 years of industry experience. He previously worked for 16 years at Pillar Capital LLC before joining Savvy. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term approach while also offering active equity portfolios and tax-aware direct indexing, integrating third-party sub-advisers and technology platforms to support customized client solutions.