Hanna Gisselle Gomez

Employer firm

Savant Wealth Management CRD 107271

$55.6B regulatory AUM 170 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2016 → 02/2026
  Heritage Financial Services
  Westwood, MA
• 12/2015 → 12/2016
  Brown Brothers Harriman
  Boston, MA
• 02/2026 → Present
  Savant Wealth Management
  Rockford, IL

Previous Registrations

• 2019-04-30 → 2026-03-19
  Heritage Financial Services
  Westwood, MA

Other Businesses

Savant Wealth Management acquired the assets of Heritage Financial Services, an SEC registered investment adviser, effective 02/27/2026. Heritage Financial Services will continue to operate during a transition period, during which Ms. Gomez will serve as a Senior Advisor. Following the transition, the investment adviser registration of Heritage Financial Services will be withdrawn.

Designations

• Certified Financial Planner