Savant Wealth Management

Cory Barel serves as a financial advisor in our Wellesley, Massachusetts office, where he enjoys helping clients align their values with their long-term financial goals. As a CERTIFIED FINANCIAL PLANNER^® professional, Cory delivers comprehensive planning strategies including proactive income and estate tax planning, retirement cash-flow projections and income optimization, executive compensation analysis, insurance reviews, debt management, wealth transfer and philanthropic planning, and education funding.

Cory began his career in 2019 at Savant's Rockford, Illinois headquarters as an associate advisor, gaining hands-on experience with the firm's planning process and learning from Savant’s advisors. He graduated cum laude from Tufts University in Medford, Massachusetts, with a bachelor’s degree in economics and minors in finance and entrepreneurship.

Originally from Freeport, Illinois, Cory developed a love for travel after moving frequently throughout his childhood, and these experiences helped to shape his appreciation for new places, diverse perspectives, and helping others navigate life's transitions.

Outside of work, he enjoys playing golf and tennis, and he's an enthusiastic supporter of the Denver Broncos, Denver Nuggets, and Manchester United. Now based in the Boston area, Cory can often be found exploring the city with his girlfriend, Courtnay, and their Cavalier dog, Charlie.

Jack is a managing partner and financial advisor in Savant's Wellesley, MA office. He has a membership interest in Savant.

Jack has been involved in the financial services industry since 1989. He founded The Relaxing Retirement Coach, Inc. which joined with Savant in 2023. Prior to developing their retirement coaching program, Jack spent five years as a registered representative with a national firm.

Jack is the author of The Relaxing Retirement Formula: For the Confidence to Liberate What You've Saved and Start Living the Life You've Earned. He earned a bachelor of arts degree in economics from Holy Cross College in Worcester, MA.

Jack and his wife Colleen live in Dedham, MA and Chatham, MA. Their daughter Caroline and son Michael live and work in Boston after graduating from Villanova and Boston College, respectively. After many years traveling and watching their sporting events, Jack and Colleen now enjoy spending their free time golfing, boating, and traveling.

Arik Schechet serves as a financial advisor in our Wellesley, Massachusetts, office, where he helps individuals and families create comprehensive financial strategies.

As a CERTIFIED FINANCIAL PLANNER^® professional and Certified Public Accountant (CPA), Arik focuses on numerous areas of financial planning, including investment management, retirement cash flow projections, income optimization, proactive income and estate tax planning, wealth transfer and philanthropy, insurance analysis, debt management, and education funding.

He earned a bachelor's degree in computer science from Dickinson College in Carlisle, Pennsylvania, and both a Master of Business Administration (MBA)and a Master of Science in Accounting (MSA) from Northeastern University in Boston.

Arik and his wife live in Arlington, Massachusetts, with their two children. He enjoys hiking and camping with his family and playing recreational sports such as basketball, tennis, and soccer.