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Brandon Barber

Retirement Plan Specialist

With over 13 years of sales and consulting experience in the 401(k) and HR Technology world, I help retirement plan sponsors and employees navigate the complexities associated with retirement plans.

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Brandon Barber

Retirement Plan Specialist

With over 13 years of sales and consulting experience in the 401(k) and HR Technology world, I help retirement plan sponsors and employees navigate the complexities associated with retirement plans.

Schedule a call today
Schedule a call todaySend an email
Striving to Deliver a Better Retirement Planning Experience

Eliminate manual processes

Retirement plans often contain an overwhelming number of time-sensitive tasks. We’ve helped business owners streamline their payroll and 401(k) administration processes.

Avoid compliance pitfalls

From navigating complex audits to keeping up with U.S. codes, we help you avoid compliance complications so you can focus on running your business.

Solutions for prevalent problems

We worked with the nation’s leading record keepers to develop solutions that simplify the biggest 401(k) hurdles.
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Round Rock, TX

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Retirement Planning Investment Guidance

Meet Brian Boswell, CFP®

Beyond helping you navigate the complexities of retirement planning, my partner Brian Boswell, CFP® brings over 18 years of experience delivering comprehensive financial planning services tailored for business owners, focusing on employer-sponsored retirement plans.

Get to Know Brian

Ready to Start an Employer 401(k) Plan? Estimate Your Tax Credits Here.

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Get to know Brandon

Straight out of Texas State University, Brandon spent over seven years at ADP helping hundreds of business owners streamline their payroll and 401(k) administration processes. During that time, Brandon realized he wanted to revolutionize how plan sponsors and employees interact with their retirement plans.

His subsequent role at Paycor would allow him to help HR and Finance leaders identify inefficiencies and design the right solutions for employer-sponsored retirement plans. With a passion for positively impacting the financial health of those he works with, Brandon joined Savvy to help plan sponsors and employees decrease the burden of understanding and optimizing benefits.

Outside of his passion for 401(k) plans, Brandon loves spending time outdoors with his family, advocating for foster care, and finding ways to give back to his local church. He also loves to dance. So much in fact that he met his wife two-stepping in Austin!

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Michael McCarthy, CFP®

Investment Operations & Client Experience Lead

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Mike has been in the wealth management industry for 10 years, beginning his career at BNY Mellon’s Silicon Valley office. There, he learned the intricacies of wealth management and discovered his passion for helping families achieve their financial goals. He later became a Portfolio Manager at an ultra-high net worth RIA in Boston, where he honed his skills in developing custom investment strategies for clients.

Inspired by Savvy’s mission to bring a tech-focused energy to the wealth management industry, Mike joined the firm in July 2022 to drive the launch and continued evolution of their advisory capabilities. At Savvy, Mike has played a key role in developing, launching, and managing the in-house investment solution, Savvy Wealth Investment Management (“SWIM”). He also leads Savvy’s Client Experience Team, partnering closely with associates and advisors and aimed at  producing best-in-class services for their clients.  

Mike is a graduate of Northeastern University and holds his Certified Financial Planner™ (CFP®) designation. He resides in New York with his wife, Alex, and their golden retriever, Bondi.

Helen Zheng, ChFC®

Senior Client Associate

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Helen has been in the wealth management industry for over eight years. She started her career as an independent producer but moved into holistic financial planning earning her securities licenses and a financial planning designation. She later transitioned to Fidelity's wealth management sector in Silicon Valley where Helen provided support to advisors and clients nationwide. 


Joining Savvy was a deliberate choice for Helen, drawn to the pioneering advancements the company is making in wealth management. She views this evolution as a much-needed transformation in financial services, emphasizing a crucial juncture where efficient technology adoption will set apart wealth management practices in supporting clients.

Helen is an alumna of Loyola University Chicago and holds the prestigious Chartered Financial Consultant® (ChFC®) designation. She calls the San Francisco Bay Area home.

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