Savannah Petronis, CFP®

Savannah has extensive experience focused on comprehensive wealth management. She has been recognized on the FORBES Top Women Wealth Advisors (rankings based on data as of 6/30/25, published 2/4/26) and FORBES Top Next-Gen Wealth Advisors (rankings based on data as of 6/30/25, published 2/4/26) lists multiple years in a row and is a CERTIFIED FINANCIAL PLANNER®. Her work toward the CFP® certification is indicative of her commitment to ongoing education in the field of financial planning, as well as her dedication to maintaining the highest standard of service to her clients.

Savannah earned her Bachelor of Business Administration degree (BBA) from the McCombs School of Business at the University of Texas at Austin, where she also played club soccer. She continued on to graduate from Southern Methodist University’s Cox School of Business with a Master of Business Administration degree (MBA) with a concentration in finance. While at SMU, she was elected president of her MBA class and was also an active manager of the Nancy Chambers Underwood Fund, one of the oldest investment portfolios of its kind in the country.

 Savannah serves on the boards of ACH Child and Family Services, The North Texas Community Foundation, The Texas Health Resources Foundation, and Fort Worth Delta Delta Delta Alumnae Charities.  She is also an active member of The Junior League of Fort Worth in addition to serving on the Board of Stewards of the First United Methodist Church of Fort Worth.  Savannah and her husband, Richie, reside in Fort Worth with their daughters, Campbell Cora and Esther, son, Keen, and their Chocolate Labrador Retriever, June.