Meet the Team


Wealth Advisor, RJFS


Savannah graduated from the University of Kentucky, with a degree in Finance and Communications and as an alum of Delta Delta Delta. She has earned her series 7 and 66 licenses as well as her life and health insurance license.

Savannah is passionate about sharing her knowledge with clients and seeks to have a meaningful impact on the lives of our clients as they pursue their financial goals. She serves as a critical partner to Sherry in evaluating and implementing the portfolio management and investment review process.

In her spare time, she enjoys playing tennis and spending time with her miniature Aussiedoodle, Layla.

Contact Savannah for:

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