Savannah Reed

Savannah serves as a Client Relationship Manager, working closely with Wealth Counselors to be clients’ first point of contact. She collaborates with clients’ attorneys, CPAs, and service providers to ensure seamless communication and service. With a diverse background in client service across multiple industries, Savannah has developed a client-first mindset that she applies to every aspect of her work.

Outside of her professional role, Savannah returns to her roots as a devoted beef farmer on the family farm. Her financial experience and farming life have instilled in her the value of hard work, patience, and long-term planning. Just as she meticulously cares for the land and animals on the farm, Savannah brings the same level of dedication and attention to detail to each client’s financial needs.

• Certified Dental Assistant (DNAB), Central Pennsylvania Institute 
• Occupational Safety and Health Administration (OSHA)
• National Healthcareer Association (NHA) Phlebotomy Technician Certification (CPT), Lock Haven University