Savannah Dodgen

Savannah is an Administrative Assistant to the team, supporting both our advisors and clients with a focus on accuracy, organization, and attentive service. She oversees money movement and assists with investment account openings and transfers, financial planning agreements, marketing, and client scheduling.

Savannah takes pride in being proactive, detail-oriented, and responsive, helping ensure that client requests are handled thoughtfully and efficiently. Outside of work, she enjoys spending time with family, traveling, and practicing energy healing.