James Merriman
Sets the strategic direction for our advisory model and works closely with client families on complex, cross-disciplinary planning. Available at Jamesmerrriman@savantwealth.site or 612-456-5733.
Leadership, team & board
Our advisors and our board of advisors, together, reinforce how we care for every client.
People who put you first
Savant Wealth is built around experienced advisors, planning specialists, and operations staff who work as one team. We invest in ongoing education and technology so your plan stays current as markets, tax law, and your life evolve. To work with an advisor in your area, use find an advisor. Our board of advisors helps set standards for how we serve clients and run the firm.
← HomeBoard of advisors
Experienced leaders who guide our firm’s standards of care, independence, and client commitment.
Margaret Olsen
Former corporate treasurer for two public companies; chairs governance and client advocacy for the board.
Dr. Aisha Malone
Leads research on how clients make financial decisions; Ph.D. in economics, former university faculty.
Victor Tan
Guides compliance with fiduciary standards; former state securities examiner, CFP® certificant.
Rachel Duarte
Chairs the client service council; 20+ years in wealth operations and relationship management.