Client Discovery Manager
The favorite part of my job is introducing potential clients to Savant, our client service process, and the impact comprehensive planning can have on their lives. I enjoy learning about the different backgrounds and life journeys of each person's financial situation, and I can combine my experience in education and financial planning.
Rocky is Savant’s client discovery manager and works in our Middleton, WI office. He focuses on establishing relationships, serving as a first-touch contact for potential clients, helping to provide resources from our extensive planning library, and connecting prospective clients to our national network of advisors.
Rocky has been involved in the financial services industry since 2016. Prior to joining Savant, he spent 12 years in higher education where he held several different senior leadership roles for a private university, including campus director in Madison, WI, and regional director for seven campuses in Wisconsin.
Rocky volunteers in his church band where he plays guitar and sings each Sunday. He also coaches his son’s youth football team and his daughter in tennis.
Rocky earned a bachelor’s degree in marketing from St. Cloud State University. He enjoys spending time with his wife Lee Ann and their two children, Benjamin and Elizabeth. He loves being outdoors and working on his “hobby farm” just outside of Stoughton, WI. They have sheep, turkeys, chickens, and a very large garden. Rocky and Lee Ann enjoy supporting Ben and Elizabeth in their youth sports and 4-H activities.