Michelle Smith is a financial advisor at Savant Wealth Management with 39 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Source Financial Advisors and Purshe Kaplan Sterling Investments. Outside of her advisory role, she is Treasurer and Co-Founder of The Ideal School of Manhattan and serves as a board member of the nonprofit Abilities First-NY. Savant Wealth Management provides comprehensive wealth and investment management services to individuals, families, charitable organizations, corporations, and retirement plans. The firm employs a structured, evidence-based investment approach using low-cost model portfolios and offers a range of customized solutions alongside integrated tax, legal, and trust services.

Lauren Lisbon is a financial advisor at Savant Wealth Management with over 14 years of experience in the industry. She holds a Series 65 credential and previously worked at Source Financial Advisors for 12 years before joining Savant in 2024. Savant Wealth Management provides comprehensive wealth and investment management services to individuals, families, charitable organizations, corporations, and retirement plans. The firm uses a structured, evidence-based investment approach grounded in modern portfolio theory and offers a range of services including financial planning, family office support, trust services, and corporate retirement plan consulting.