Savant Wealth Management

Brent Brodeski
Chief Executive Officer / Financial Advisor
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.

Robert Morrison
Chief Strategy and Innovation Officer
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 Covington
Managing Director
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.

Daniel Holdridge
Financial Advisor
Dan has been involved in the financial services industry since 2016 and primarily focuses on providing personal financial planning and fiduciary investment advice to high-net-worth families and retirees, business owners, and medical professionals. His passion lies in building relationships; Dan takes the time to listen and understand his clients’ values and long-term goals, which enables him to help clients visualize their future and empower them to confidently make decisions regarding their financial wellbeing. Prior to joining Savant, Dan spent four years advising high-net-worth families and small business owners for the wealth management affiliate of a top 20 public accounting firm in Green Bay, WI. Dan earned a bachelor of business administration degree in finance with an emphasis in wealth management and financial planning from the Wisconsin School of Business at the University of Wisconsin-Madison. He is a CERTIFIED FINANCIAL PLANNER^™ professional. Outside of the office, you can find Dan at the lake or in the woods. He enjoys skiing, hiking, cooking, and playing fetch with his Borador (Border collie / Labrador retriever mix), Ranger. On any given weekend he may be backpacking in the UP, boating on Lake Michigan, or cheering on his favorite Wisconsin sports team. Dan grew up in Door County, WI and frequently returns in the summer and fall to spend time with family and friends.

Brent Lindell
Financial Advisor
Brent has been involved in the financial services industry since 1992, has been an advisor since 1994, and served as a trust officer for 10 years. Prior to joining Savant, he was vice president and wealth management consultant for a large bank where he was responsible for financial planning and new business development in the $2.5 billion trust department, specializing in high net worth individuals. He is experienced in asset management, personal trusts, corporate retirement plans, banking, and the wealth management planning process. Brent earned a bachelor of arts degree in economics from the University of Iowa. He is a Certified Trust and Financial Advisor (CTFA), a CERTIFIED FINANCIAL PLANNER^™ professional, an Accredited Investment Fiduciary^® (AIF^®), and a Chartered Retirement Plans Specialist^℠ (CRPS^®). Brent received extensive training at the Cannon Financial Institute’s Trust School at the University of Notre Dame and is a member of the National Association of Personal Financial Advisors (NAPFA). Brent is a member of the Greater Madison Chamber of Commerce and the Middleton Chamber of Commerce, and he serves on the public works committee for the Town of Verona (WI). Brent is routinely interviewed by local television stations for his financial expertise and has been quoted by Yahoo! Finance, Financial Advisor magazine, and Fox Business, among others. He has authored numerous newspaper and magazine articles. Brent and his wife Kristine have three sons, Logan, Keegan, and Carson. He enjoys reading, hunting, skiing, golf, college football, and travel.

Sarah McGinniss
Financial Advisor
Sarah is a founding member of Cents of Self, an initiative that inspires, informs, and empowers women to pursue their best financial futures. She has been involved in the financial services industry since 2015. Prior to joining Savant, Sarah worked for a forensic and litigation consulting group, specializing in data analytics, specifically on fraud investigations and mortgage-backed securities cases. Sarah earned a bachelor of science degree in finance from the University of Illinois, where she graduated as a top 10 student in the College of Business and a top 100 student in the university. She is a CERTIFIED FINANCIAL PLANNER^™ professional, a Chartered Retirement Plans Specialist^℠ (CRPS^®), and an Accredited Behavioral Finance Professional^℠ (ABFP^℠). Sarah is a member of the Junior League of Madison and serves on the board of the Madison Estate Council. During her free time, Sarah enjoys spending time with her husband Adam and sons Jack and Owen, being active, and baking.