Joel T. Sauer


Financial Advisor

Helping our clients navigate the financial planning and retirement journey is what makes this job so rewarding. Understanding their unique situations and implementing strategic, actionable, and prudent plans to help reach their financial goals is what drives me every day.

8401 Greenway Boulevard Suite 212 Middleton, WI 53562

Joel has been involved in the financial services industry since 2011 and is part of Savant’s University Wealth Management team. Prior to joining Savant, he was a financial advisor for a registered investment advisory firm in the Madison market.

Joel earned a bachelor of arts degree in finance from Augsburg University in Minneapolis. As a senior there, he was named to the Division III All-America hockey team. He is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Investment Management Analyst® (CIMA®), and a Chartered Financial Consultant® (ChFC®).

Joel participates in the Herb Brooks Foundation, an organization dedicated to help grow the sport of hockey. He is married to Brittni, a pediatric nurse, and has two daughters, Sophie and Charlotte. Joel enjoys traveling with his family, exercising, and baking with his girls.

Education &

  • Augsburg University, Minneapolis
    Bachelor of Arts in Finance
  • Certified Investment Management Analyst® (CIMA®)
  • Chartered Financial Consultant® (ChFC®)

Affiliations &
Community Service

  • Herb Brooks Foundation – participant

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.