Satellite Beach, FL Office

Brooke Jones is a Series 65-licensed financial advisor with Savant Wealth Management, bringing one year of industry experience. Prior to joining Savant, she was with John’s Brother’s Financial and worked at Valley Christian Preschool. Savant Wealth Management provides comprehensive wealth management and related services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm’s investment approach combines evidence-based asset allocation with actively managed strategies and is supported by sizable assets under management and integrated accounting, legal, and trust services.

Matthew Dickson is a financial advisor at Savant Wealth Management in Satellite Beach, FL, holding a Series 65 credential with two years of industry experience. Prior to joining Savant in 2025, he worked at The ETF Store, Inc. for three years and served four years in the U.S. Marine Corps. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated services through affiliated accounting, legal, and trust entities.

Maria Sulick is a CFP® and holds a Series 66 license with four years of industry experience. She has worked at Savant Wealth Management since 2024 and previously held roles at FirstWave Financial, Woodbury Financial Services, and Schneider Financial Group. Savant Wealth Management provides comprehensive wealth management, financial planning, and related services to individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients. The firm employs a blended investment approach combining evidence-based asset allocation with actively managed strategies, supported by integrated accounting, legal, and trust services.

James Ostrander is a financial advisor at Savant Wealth Management with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at FirstWave Financial, INVEST Financial Corp., and Seacoast National Bank. 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 services. The firm employs a blended investment approach combining evidence-based asset allocation with actively managed strategies and maintains approximately $55.6 billion in assets under management.

Laura Chiesman is a CFP® professional with 24 years of experience in the financial services industry. She is currently with Savant Wealth Management and previously spent over two decades at Firstwave Financial, including its predecessor CPA Wealth Management Services. She is a sole shareholder of Chiesman Holdings, LLC, and holds a 50% ownership in Sky to Sea Publishing. Savant Wealth Management provides comprehensive wealth management, portfolio management, and financial planning services to individuals, families, and institutional clients. The firm employs a blend of evidence-based and actively managed investment strategies and supports its offerings with accounting, legal, and trust services through affiliated entities.

Robert Devries is a financial advisor at Savant Wealth Management with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Firstwave Financial Inc (formerly CPA Wealth Management Services) for 11 years before joining Savant in 2024. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, and family office services. The firm uses a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by in-house accounting, legal, and trust affiliates.