Meet Our Team

The team behind Rooted Wealth Advisors is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirement. Meet the professionals who can help you pursue your goals.

Zach Gray

Founder

Zach has always believed in planting deep roots in everything he’s done, remaining committed long enough and working hard enough to watch his endeavors flourish over time. But for Zach, planting deep roots goes even further than commitment and hard work; it’s about staying true to his values and developing deep connections with the people in his life.

As an advisor, planting deep roots means providing his clients with customized financial advice and building a tailored, grounded, solid plan that helps protect their assets and grow what is most valuable to them and their families. It also means deeply valuing the connection he builds with his clients and their families, as an extension of his own.

Zach passed the Series 6, 63 and 65 securities exams and holds insurance licenses in multiple states. He earned his Chartered Retirement Planning Counselor (CRPC®) designation from the College of Financial Planning, as well as the Life and Annuity Certified Professional (LACP) designation.

Jenna Gray
VP, Strategy & Growth
John L. Savarino
Investment Advisor Representative
Joseph Mateja
Investment Advisor Representative
Connor Zimmer, CFP®
Investment Advisor Representative
Jackson Sheputis​
Portfolio Advisor
Logan Gigl
Lead Service Advisor
Hilda Miranda

Operations Director

Kinch O’Kelley
Creative Director
Jacqueline Walter
Events Director
Andrew Lee

Service Advisor

Jason Thiele
Operations Analyst
Jovan Marshall
Communications Manager
Samantha Wilhoyt
Client Relationship Manager
Emily Leibach
Client Services Specialist
Jenna Gray
VP, Strategy & Growth
John L. Savarino
Investment Advisor Representative
Joseph Mateja
Investment Advisor Representative
Connor Zimmer, CFP
Investment Advisor Representative
Jackson Sheputis​
Portfolio Advisor
Logan Gigl
Lead Service Advisor
Hilda Miranda

Operations Director

Kinch O’Kelley
Creative Director
Jacqueline Walter
Events Director
Andrew Lee

Service Advisor

Jason Thiele
Operations Analyst
Jovan Marshall

Communication Manager

Samantha Wilhoyt

Client Relationship Manager

Emily Leibach
Client Services Specialist

Where We Serve

Our Home Base

Bourbonnais Office

1521 N Convent St, Ste 800
Bourbonnais, IL 60914

Our Locations

Champaign
3015A Village Office Place
Champaign, IL 61822
Orland Park

15255 S. 94th Ave. Ste 500
Orland Park, IL 60462

Bloomington
2404 E. Empire St., Ste 105
Bloomington, IL 61704
Champaign

3015A Village Office Pl
Champaign, IL 61822

Orland Park

15255 S. 94th Ave
Suite 500
Orland Park, IL 60462

Bloomington

2404 E. Empire St
Suite 105
Bloomington, IL 61704

Nashville
9005 Overlook Blvd
Brentwood, TN 37027
Oak Brook

1415 West 22nd St
Oak Brook, IL 60523

Denver

4600 South Syracuse,
Suite 948
Denver, CO 80237

Nashville
9005 Overlook Blvd
Brentwood, TN 37027
Oak Brook
1415 West 22nd St. Tower Flr
Oak Brook, IL 60523
Denver
4600 South Syracuse, Ste 948
Denver, CO 80237

Visit Rooted Wealth

Visit Rooted and see how we can help you build a retirement rooted in confidence, joy, and doing what you love most!

Jenna Gray

VP, Strategy & Growth
Jenna was born and raised on a small family grain and livestock farm just outside of Cullom, IL. Growing up, a great work ethic was instilled in her at an early age by her hard-working parents. Jenna began showing livestock at a young age and continued throughout her childhood, which is a passion she shared with Zach, after being introduced by friends and family.

Zach and Jenna were married in May of 2014. Their passion for helping others has been something they have shared since their first meeting. Jenna has been a registered nurse for over a decade now and takes immense pride in putting a smile on one’s face, despite any circumstance. After the birth of their twins, Kinch and Archee, she decided to stay at home for a period of time. Four kids under four was a big commitment, but now as they grow a bit older, Jenna holds that same passion for helping others and provides that to the amazing clients of Rooted Wealth Advisors.

As Vice President of Strategy & Growth, Jenna helps run the business functions of Rooted Wealth Advisors.

John L. Savarino

Investment Advisor Representative

John helps unpack the value you’ve created by incorporating your personal and business interests into a holistic planning process we call, The Rooted Retirement Process. He helps bring transparency and clarity to comprehensive financial planning, and, carefully constructed wealth management strategies. With a focus on your best interests, the goal is to streamline and simplify your ongoing financial lifestyle.

John first worked for Zach on his show cattle farm back in 2010. He attended Illinois State University shortly thereafter studying Business Administration & Finance. He has several years of experience in the financial services industry, including time in Atlanta, Georgia with a focus on wealth management & tax planning.

Outside of the office, John enjoys drag racing across the Midwest, spending time with his family & friends, and golfing.

Joseph Mateja

Investment Advisor Representative

Joe specializes in life insurance, retirement planning, and business 401k’s. Joe has well over a decade of experience working in the financial industry with a background in insurance, mortgages, and financial services. He has a passion for discovering each person’s unique goals and dreams in order to create an individualized plan for achieving those goals and dreams.

Before joining Rooted Wealth Advisors, Joe worked as a Financial Representative and an Agency Manager. Prior to that, Joe attended De La Salle Institute. His qualifications include certifications from the Series 6, 26, 63, and 65 exams.

When he’s not meeting with clients, Joe enjoys spending time with his wife (Sarah), daughter (Avery), and their two dogs Bentley and Titan. He also frequents the golf course and loves to travel.

Connor Zimmer, CFP®

Investment Advisor Representative

Connor has been passionate about personal finance and financial planning since his college days.  Over the years, he has garnered experience at different firms before ultimately landing at Rooted Wealth Advisors.  Connor’s background is in comprehensive financial planning and investment management, and he harnesses his passion to help clients envision and create a roadmap to achieve their goals.  He loves seeing his clients’ dreams come to fruition through his planning and expertise.


When he’s not helping clients, Connor enjoys taking advantage of all the outdoor activities Colorado has to offer, whether it be hiking, mountain biking, or being out on the lake.  He also loves trying new restaurants, traveling, or working on his next home improvement project.

Jackson Sheputis

Portfolio Advisor

Jackson specializes in client service processes. A few of his key responsibilities include preparation of financial plans, portfolio administration, investment research and analysis, and planning of client service needs for quarterly reviews. Jackson graduated with a bachelor’s in finance from Valparaiso University and holds a Series 65 license.

In his spare time, Jackson enjoys golfing and practicing his tennis skills, exploring new places and watching White Sox baseball.

Logan Gigl

Lead Service Advisor

Hilda Miranda

Operations Director

Rooted Wealth Advisors Director of Operations, Hilda Miranda has been a key part of the team since the beginning. With many years in the Financial Services industry, Hilda provides guidance and leadership to the team at Rooted Wealth Advisors. She oversees day-to-day operations within the office, manages complex compliance cases, and leads the team through major initiatives.

Hilda loves to be surrounded by friends and family, travel to new places, and curl up with a good book.

Kinch O’Kelley

Creative Director
 

Jacqueline Walter

Events Director

Andrew Lee

Service Advisor

Jason Thiele

Operations Analyst

Jovan Marshall

Communication Manager

Samantha Wilhoyt

Client Relationship Manager
For over a decade Samantha has been helping the community with her superb customer service skills during her career with public libraries. Samantha’s passion and dedication for serving others makes her a natural fit as Rooted’s Client Relationship Manager. Samantha brings her outgoing and warm personality to help serve the clients and team at Rooted Wealth Advisors, making sure that everyone has a comfortable experience no matter where you’re visiting with us.

During her off time, Samantha loves to spend time outside with her husband Richard and their three daughters Rebecca, Emma, and Amelia. Samantha is also an avid reader and can often be found with her nose in a book.

Emily Leibach

Client Services Specialist
Emily is a dynamic team member with a wealth of experience in fostering connections and driving growth. With a background in recruiting, Emily seamlessly guides folks through our onboarding processes and ensures the highest quality of service for all. Beyond her career, Emily’s heart belongs to her favorite canine, Kobe, and they share a love for parks, walks, and spirited games. Family, friends, travel, and shopping top her list of interests. Emily looks forward to cultivating relationships within the Rooted family.