Savvy
Brent T. Boden, CFP®, ChFC®, Executive MBA, serves as the Principal Wealth Manager at Savvy Wealth, an SEC-registered investment advisory firm focused on modernizing wealth management through technology and financial advice since February 2023. In addition, Brent is currently a Financial Speaker, Author, and Podcast Host with BT Consulting, where the focus is on empowering healthcare professionals to achieve financial freedom through actionable planning. Prior experience includes roles as VP and Regional Manager of Wealth Management & Trust at Stock Yards Bank & Trust, Financial Advisor at Fidant Wealth Partners, Wealth Advisor at BB&T, and Advanced Case Designer at OJM Group. Brent's educational background includes an Executive MBA from Quantic School of Business and Technology, a ChFC® from The American College of Financial Services, and a B.A. in Political Science from the University of Kentucky.
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Savvy
Savvy is a technology-driven wealth management firm with an emphasis on building software to drive automation and efficiency for wealth managers so they can focus on what truly matters — quality time with clients. We are able to grow rapidly by acquiring traditional wealth management firms and supercharging them with our software to make them dramatically more efficient and support more clients without adding additional headcount.