Meet Savanna
She joined the team after building a strong background in the financial industry, where she discovered a genuine passion for helping clients feel supported, understood, and confident in their financial decisions.
Known for her calm approach and attention to detail, Savanna enjoys helping simplify complex information and making sure clients always know what to expect. She earned her bachelor’s degree in finance from Tarleton State University and obtained her Series 65 license in December 2025, further strengthening her ability to support both clients and advisors with care, accuracy, and professionalism.
Savanna values being part of a team that places clients’ best interests first and takes pride in following through on every detail. Her strong work ethic and thoughtful, service-oriented approach make her a trusted point of contact for clients.
Outside of the office, Savanna enjoys time with her husband and their three daughters. She values personal growth, enjoys traveling and reading, and believes in living with intention.