Savannah is passionate about helping clients make informed financial decisions that support their long-term goals. She graduated from the University of Kentucky with a degree in Finance and Communications and is a proud member of Delta Delta Delta. She holds her Series 7 and 66 licenses, life and health insurance license, and the Certified Private Wealth Advisor® (CPWA®) designation.

With a client-focused approach, Savannah works closely with clients to develop strategies for retirement, education savings, real estate planning, and risk management. She values building lasting relationships and takes a thoughtful, personalized approach to every financial plan.

Outside of work, Savannah enjoys spending time with her husband, Taylor, their daughter, Collier, and their Aussiedoodle, Layla.

Contact Savannah for:

• Financial, retirement, and education planning
• CPA collaboration
• Real estate planning
• Risk management