On the Leading Edge

Authors and Thought Leaders at Savant

We are proud to list four book authors among the ranks of our industry thought leaders. Their published works include The Relaxing Retirement Formula; Victory Lap Retirement; Retirement Heaven or Hell? The Entrepreneur’s Guide to Financial Well-Being; and It’s A Journey – The MUST-HAVE Roadmap to Successful Succession Planning. We invite you to learn more about these authors and the other distinguished thought leaders on our team.

Phelps, Jack

Jack Phelps, author of The Relaxing Retirement Formula

Jack is a financial advisor and managing director of Savant’s office in Wellesley, MA. Offering independent, fiduciary advice to clients for more than 30 years, Jack has become an impassioned advocate and guide for people facing the complex transition from a lifetime of working and saving to enjoying the wealth they’ve created. Jack draws on his experience as a college athlete to show you the benefits of working with a great coach, and uses his extensive knowledge and knack for making complex ideas simple as he strives to help you experience the ideal future you deserve.

Morrison, Robert M

Rob Morrison, co-author of Victory Lap Retirement

Rob is the chief strategy and innovation officer at Savant Wealth Management. He is also a co-author of Victory Lap Retirement, second edition, and a contributor to Retirement Heaven or Hell: Which Will You Choose? A wealth manager for more than 20 years, Rob has coached many clients through their Victory Lap transitions. He is a passionate advocate for his clients and enjoys speaking about the changing face of work and retirement. In 2021, Rob co-authored Savant’s research on how investors view retirement today, and how they might re-imagine it if given the choice. The report, “The Death of Retirement: New Thinking on the Next Chapter,” formed the foundation for reshaping how Savant works with clients to envision their ideal futures.

Titus, Wayne B

Wayne Titus, author of The Entrepreneur’s Guide to Financial Well-Being

Wayne is a financial advisor, managing director of Savant’s office in Plymouth, MI, and author of the book, The Entrepreneur’s Guide to Financial Well-being. In writing The Entrepreneur’s Guide, Wayne drew on his personal experience and professional background to help entrepreneurs find and build a lasting relationship with a financial advisor who understands their unique needs. At Savant, Wayne continues to work with individuals, families, and entrepreneurs to integrate their tax, financial, and investment strategies.

Chieseman, Laura

Laura Chiesman, co-author of It’s A Journey – The MUST-HAVE Roadmap to Successful Succession Planning

Laura is a financial advisor and managing director of Savant’s office in Satellite Beach, FL. Since 1995, Laura’s goal has been to help individuals, families, and business owners transform financial complexity and confusion into clarity and confidence. She enjoys working with business owners to create business transition and succession strategies that support an owner’s desire to maintain important relationships and help create bright futures for their businesses and successors.

Books are for general educational purposes only and are not intended to provide investment, legal or tax advice. Please consult your investment, legal or tax professional for personalized advice on your particular situation.

Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Savant is engaged, or continues to be engaged, to provide investment advisory services.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. The CEP® (CERTIFIED ESTATE PLANNER™) is a trademark registered with the United States Patent and Trademark Office, and solely owned by the National Institute of Certified Estate Planners, Inc. This certification mark is awarded to individuals who successfully complete the NICEP certification requirements and who also comply with annual maintenance requirements.