Middleton, WI Office

Joel Sauer is a CFP® and ChFC® with 13 years of experience in the financial services industry. He has worked at Savant Wealth Management since 2024, following five years at Milestone Investment Advisors and six years at Thrivent Financial, including its investment management division. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and related services. The firm combines evidence-based asset allocation with actively managed strategies and offers integrated legal, accounting, and trust services through affiliated entities.

Travis Cliff is a CFP® professional with 20 years of experience in the financial advisory industry. He is currently with Savant Wealth Management, where he has worked since 2021. Prior to joining Savant, he was employed at Filbrandt Wealth Management and Filbrandt Investment Advisers, Inc. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting services to individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Lillie Perry is a Certified Financial Planner (CFP®) with five years of industry experience. She has worked at Savant Wealth Management since 2021 and previously spent time at Filbrandt Wealth Management and Iowa State University. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related advisory services. The firm employs an investment approach that combines evidence-based asset allocation with actively managed strategies and offers notable operational resources through its affiliated accounting, legal, and trust services.

Shirlene Chart is a Series 65-registered financial advisor with 11 years of industry experience. She has worked at Savant Wealth Management since 2021 and previously spent six years at Filbrandt Investment Advisers. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and a range of specialized services supported by affiliated accounting, legal, and trust entities.

Jack Wilharm is a financial advisor at Savant Wealth Management with a Series 65 designation and one year of industry experience. His work history includes roles at Keeling Wealth Advisors and multiple positions at the University of Wisconsin Madison. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and related services. The firm employs a blend of evidence-based asset allocation and actively managed strategies, supported by affiliated accounting, legal, and trust services.

John Clarke is a CFP® with 15 years of experience in financial advisory. He is currently with Savant Wealth Management, where he has worked since 2021, following previous roles at Filbrandt Wealth Management and Madison Investment Advisors. Savant Wealth Management serves a diverse client base, including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients, offering comprehensive wealth management, financial planning, and family office services. The firm employs a blend of evidence-based asset allocation and actively managed strategies, supported by affiliated accounting, legal, and trust service entities.

Megan Harris is a CFP® with seven years of industry experience currently at Savant Wealth Management. She has worked previously at Heritage Wealth Advisors and Sky's Edge Wealth. Outside of her advisory role, she coaches ski racing for youth and high school teams in Wisconsin. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, institutions, and high-net-worth clients. The firm employs an investment approach combining evidence-based asset allocation with actively managed strategies and operates several affiliated entities offering accounting, legal, and trust services.

Aaron Dykxhoorn is a CFP® with three years of industry experience, currently serving as a financial advisor at Savant Wealth Management. His prior experience includes roles at Venture Hive, The University of Miami Herbert Business School, and Vineyard Vines. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, institutions, and high-net-worth clients. The firm combines evidence-based asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

James Haygood is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Savant Wealth Management since 2021. His prior experience includes roles at Filbrandt Wealth Management, LLC, and Filbrandt Investment Advisers Inc. He holds the Series 65 designation. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated services through affiliated accounting, legal, and trust entities.

Robert Klitzke is a financial advisor at Savant Wealth Management with nine years of industry experience. He holds a Series 65 designation and previously worked at Filbrandt Investment Advisers for five years before joining Savant. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs an investment approach combining evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by significant in-house resources and affiliated legal, accounting, and trust services.

Jacob Richards is a Series 65-licensed advisor at Savant Wealth Management with one year of industry experience. Prior to joining Savant, he worked in educational roles at Northland Pines School District and Lakeland Union High School, among others. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, including portfolio management, financial planning, and retirement plan consulting. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Joseph Clemens is a financial advisor with Savant Wealth Management in Middleton, WI. He holds a Series 65 designation and has three years of industry experience, including five years at Savant Wealth Management. Prior to this, he was involved with TKO Enterprises Building Great Kids and spent four years as a student. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm offers comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services, utilizing a blend of evidence-based asset allocation and actively managed strategies.

Scott Kornstedt is a CFP®, ChFC®, and Series 66-registered advisor with 19 years of industry experience. He has worked at Savant Wealth Management since 2021 and previously spent nine years at Filbrandt Wealth Management and Filbrandt Investment Advisers. He serves on the board of Friends of Waisman Center in Madison, Wisconsin, where he participates in fundraising and board meetings. Savant Wealth Management provides comprehensive wealth management, financial planning, and family office services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies supported by centralized resources and affiliated legal, accounting, and trust services.

Brent Lindell is a CFP® professional at Savant Wealth Management with 18 years of industry experience. He has been with Savant since 2012, initially at Savant Capital Management before continuing at Savant Wealth Management. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates and supports its services with affiliated accounting, legal, and trust entities.

Keith Lueck is a financial advisor at Savant Wealth Management with 10 years of industry experience. He holds a Series 65 designation and has worked at Savant and its predecessor firms since 2014. Prior to joining Savant, he was with Filbrandt Wealth Management and Filbrandt Investment Advisers. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement consulting services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.