Lisa Nee is a financial advisor at Savvy with a Series 65 designation and four years of industry experience. She previously worked at Breakaway Financial Group, LLC for six years and spent eight years as a stay-at-home parent. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm uses a primarily index-based, long-term investment approach alongside active equity portfolios and tax-aware direct indexing, incorporating third-party sub-advisers and technology platforms to support customized client solutions.

Patrick Traverse is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Savvy. His prior roles include positions at Belpointe Services LLC, Belpointe Asset Management, and Money Concepts Capital Corp. Outside of advisory work, he directs a business consulting firm focused on helping small business owners systematize their finances. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm uses a primarily index-based, long-term approach combined with active equity portfolios and tax-aware direct indexing, supported by third-party sub-advisers and fintech tools.