Savant Wealth Management - Financial Advisor in Chicago, IL | WiserAdvisor.com

Our independent status is unique. It allows us to remain impartial in our advice and serve our clients in a fiduciary capacity. We accrue no benefit from brokerage services, commissions, finder fees, or product sales of any kind. We integrate the planning, investment, and tax disciplines to maximize after-tax wealth and align our clients assets with their ideal vision of the future. Savant has consistently received local and national recognition.

Savant Wealth Management

Brent earned a B.S. degree in finance and economics and an MBA from Northern Illinois University. He is a co-founder of Zero Alpha Group, and a co-founder of the Alliance for RIAs, a prestigious industry group that together manages nearly $50 billion. He is a member of the Young Presidents' Organization (YPO) and serves on the boards of the Northern Illinois University Foundation and the Rock Valley College Foundation.

Brent was named by Chicago magazine as the #1 independent financial advisor for the Chicagoland area in 2009 and one of the nation's top professional advisors by J.K. Lasser. He represented Savant for the 7th year on Barron's list of the "Top 100 Independent Financial Advisors" in the country and in 2017 was ranked by Forbes as #40 on their top 250 wealth advisors list. From 1997 until the survey ended in 2008, Brent appeared on Robb Report Worth magazine's "The Nation's 100 Most Exclusive Wealth Advisors" list. In 2011, Brent was named the nation's 10th "Most Experienced Independent Financial Advisor" by Bloomberg Businessweek. He was named "one of the 17 people advisors should watch in 2017" by Financial Planning magazine. He is a regular columnist for Financial Planning magazine, and is recurrently featured in local, industry, and national media including the Wall Street Journal and Barron's.

Brent enjoys traveling, wine, collecting art, boating, fine dining, and spending time with family and friends at their lake house in Lake Geneva, WI. During the 2020 pandemic he became a level 3 sommelier.

Rob has been involved in the financial services industry since 2000. He served as president of Huber
Financial Advisors from 2012 until it joined with Savant in 2020 and has been coaching clients since
2001. Rob earned a bachelor's degree in business with a minor in communications from DePaul
University. He co-authored the book Victory Lap Retirement, second edition.
Rob donates his time as an appointed director of the Western Golf Association, which administers the
Evans Scholars Foundation, a private charity that provides full college scholarships to caddies. He also
serves as a mentor at Buffalo Grove High School's entrepreneurship program.
Rob and his wife Emily have three children and two (mostly amenable) dogs. They enjoy trips to
Michigan, sports, theater, and music.

Dennis has been involved in the financial services industry since 1992. He served as CEO of Capital
Directions until it joined with Savant in 2023. Prior to joining Capital Directions, Dennis was a senior
institutional consultant with TIAA and a staff accountant with KPMG.
Dennis earned a bachelor's degree in accounting from Appalachian State University. He is an active
participant in Vistage, a CEO coaching and peer advisory organization, and serves on the Appalachian
State University Foundation Board.
Dennis is an active member of Alpharetta (GA) Methodist Church and a supporter of North Fulton
Community Charitie' Circle of Hope. Dennis and his wife Katherine have two children. In their free time,
they enjoy golf, snow skiing, and supporting the App State Mountaineers and Clemson Tigers.

Lois has been involved in the financial services industry since 1997. She owned a Chicago-based accounting firm for 13 years and transitioned it into a fee-only comprehensive financial planning firm after she and her husband were unable to hire a fee-only planner who could meet their needs. Understanding the wider business opportunity, Lois enrolled in Northwestern Universityâs CERTIFIED FINANCIAL PLANNER&trade; program and in 2011 opened Basil Financial Group in the Northcenter neighborhood of Chicago. Her work with clients is elevated beyond just the technical and encourages positive financial change in their lives. Basil Financial Group joined with Savant in 2023.

Lois earned a bachelor of arts degree in accounting from Augustana College and is a CERTIFIED FINANCIAL PLANNER&trade; professional. She is a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).

Lois believes in giving back to her profession, her community, and her church. She served on the Board of the Alliance of Comprehensive Planners for four years and as its president in 2017. She is very active in her church, singing in the choir, served as treasurer, and has travelled to Appalachia five times to assist with emergency home repair.

Lois and her husband Greg have two daughters â Hannah, a financial advisor at Savant, and Hope, the executive director of a non-profit organization â and one granddaughter who is the light of her life. Lois enjoys bike riding, traveling, and visiting botanic gardens.

Hannah has been involved in the financial services industry since 2013. Her interest in financial planning began in her first post-college job when she noticed members of her cohort making varied choices in their personal finances, despite having identical compensation packages. Hannah sought a way to deliver financial fundamentals to younger clients, as she understands the power of a long time horizon. This led Hannah to a web development program with inklings of launching her own Fintech solution.

Hannah joined her mother, Lois, at Basil Financial Group to help systematize the business and to innovate the services for younger clients. She was a financial advisor and partner at Basil Financial Group from 2015 until it joined with Savant in 2023.

Hannah graduated summa cum laude with a bachelor's degree in economics and a minor in business and management with a concentration in marketing from Knox College in Galesburg, IL. She also studied corporate finance and international marketing at the London School of Economics. Hannah is a CERTIFIED FINANCIAL PLANNER&trade; professional. She is a member of the Financial Planning Association (FPA) and a sustaining member of Phi Beta Kappa.

Hannah takes pride in being a lifelong Chicagoan and lives in the North Mayfair neighborhood of Chicago with her husband, daughter, and dog. Hannah is active in her community and church, having founded a Young Adults social group, now serving the Finance Committee. In her free time, Hannah enjoys hosting dinner parties, making memories with her family, stand-up paddle boarding, and traveling.

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