Lisa Nee is a financial advisor at Savvy with five years of industry experience. She previously worked at Breakaway Financial Group, LLC for six years and took time away as a stay-at-home parent from 2012 to 2020. Nee holds a Series 65 designation. Savvy offers investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm emphasizes customized plans using a primarily index-based, long-term approach while integrating third-party fintech tools and specialized sub-adviser strategies.

Patrick Traverse is a CFP®-credentialed financial advisor with 14 years of industry experience, currently with Savvy since 2026. His prior experience includes roles at Belpointe Services LLC, Belpointe Asset Management, and Money Concepts Capital Corp. He also serves as a director for MC Business Consulting, where he provides business consulting services to help small business owners systematize their finances. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm combines primarily index-based, long-term strategies with active equity portfolios and tax-aware direct indexing, leveraging technology platforms and third-party sub-advisers to customize investment plans based on client objectives, risk tolerance, and time horizon.