Savant Capital Management Named One of Chicago’s Best Financial Advisors

Savant Capital Management Named One of Chicago’s Best Financial Advisors

Firm recognized for the second straight year

Savant Capital Management, a nationally recognized fee-only wealth management firm with 12 offices in three states, announced today it has been named one of the Top 9 Best Financial Advisors in Chicago for the second consecutive year.

The selection process was conducted by AdvisoryHQ and was based on a wide range of criteria including fiduciary duty, independence, transparency, level of customized service, history of innovation, fee structure, quality of services provided, team excellence, and wealth of experience. Review and rankings were 100 percent independently researched and written. Firms were unaware they were being reviewed by AdvisoryHQ until after the reviews had been completed and published to the public.

 

Savant was touted as standing out from the crowd of financial advisors in Chicago with its transparency and focus on client successes, in addition to being a Certified Investment Steward and a Certified Investment Advisor by the Centre for Fiduciary Excellence (CEFEX). The firm also was recognized for its wide range of services, involvement in the community, for being the longest tenured firm in Chicago, and being a co-founder and member of the Zero Alpha Group, a nationwide network of advisory firms that are committed to providing objective, long-term private wealth management solutions to investors.

 

“Often our clients know where they want to be, and we help them work toward their goals by planning a roadmap to their vision of an ideal future. They are the reason we come to work every day,” said Brent Brodeski, CEO of Savant. “We are honored to be ranked by AdvisoryHQfor our commitment to our clients’ long-term success and well-being.”

 

AdvisoryHQ is a review and ranking news media organization for the investment and financial advisory industries across the U.S., U.K. and Canada. To view the complete list of rankings, click here.

About Savant Capital Management

Savant Capital Management is a leading independent, nationally-recognized, fee-only firm, serving clients for 30 years with more than $4.8 billion in assets under management. As a trusted advisor, Savant Capital Management offers investment management, financial planning, retirement plan and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.

 

Savant is regularly recognized among the top wealth managers in the United States. Savant was the recipient of the 2015 Best-in-Business IMPACT Award™, part of Schwab’s IMPACT Awards® program to recognize excellence in the business of independent financial advice. Savant has consistently received other industry recognitions including recently being included on the Forbes top 200 financial advisors list, the Barron’s top 20 independent advisory firms list, being named the #9 rated RIA firm by Financial Planning magazine, and included in additional top advisors lists by Financial Advisor magazine and InvestmentNews.

 

Savant Capital Management is a Registered Investment Advisor. Savant’s marketing material should not be construed by any existing or prospective client as a guarantee that they will experience a certain level of results if they engage Savant’s services and may include lists or rankings published by magazines and other sources which are generally based exclusively on information prepared and submitted by the recognized advisor. For more information about Savant or to view our Important Disclosures, go to www.savantcapital.com.

 

Savant Capital Management and its employees are independent of and are not employees or agents of Charles Schwab & Co., Inc. (“Schwab”). Schwab does not prepare, verify or endorse information distributed by Savant Capital Management. The Best-in-Business IMPACT Award™ is not an endorsement, testimonial endorsement, recommendation or referral to Savant Capital Management with respect to its investment advisory and other services.

Crusader Community Health to be Recognized

On February 10th, Crusader Community Health will be recognized with the 2016 Center of Excellence award by the national Dental Management firm Liberty Dental Plan. Joining Liberty Dental for the presentation will be Dr. Jason Grinter, Kathy Olson (Crusader Dental Director), and members of her team with Crusader Dental, and Senator Dave Syverson.

Date:          Friday, February 10th

Time:         2:00 pm

Location:   Crusader School Based Health Center at Auburn High School (5110 Auburn St., Rockford, IL)

Blackhawk Bank Welcomes Georgia Ruggles

Blackhawk Bank Welcomes Georgia Ruggles

Belvidere, IL (February 8, 2017) Georgia Ruggles has joined Blackhawk Bank as a Personal Banker serving clients from its Belvidere Illinois office.

“We’re extremely pleased to have another well-known, skilled banker on our team. Georgia possesses superior banking expertise acquired through 38 years of managing a local bank branch and being a personal banker.  She helps clients by sharing trustworthy advice and putting the right banking products to work for them,” said Donna Schultz, Vice President/Regional Banking Center Manager. “Georgia has worked with many local people and business owners, digging in to help solve the challenges they face on a daily basis.”

Georgia Ruggles’ office is located at 2141 N. State Street, Belvidere.  Clients and friends can reach her by calling 815.986.7167 or by emailing gruggles@blackhawkbank.com(NMLS# 610264)

A native of Belvidere, Georgia is a 37-year board member and treasurer for the Boone County Crime Stoppers, and is a board member of Parkside Manor of Belvidere.  She was previously a member of the Benevolent Society of the Aged.  Mrs. Ruggles and her husband reside in Boone County.

Blackhawk Bank has served individuals, families and business owners since 1881.  The Bank operates seven full-service banking centers in Rockford, Belvidere, Machesney Park and Roscoe, Illinois, and in Beloit, Wisconsin.  In addition, the Bank operates a Mortgage and Commercial Loan Center in Janesville Wisconsin, and a Mortgage Processing Center in Rockford, Illinois. Complete information about Blackhawk Bank is located @ www.blackhawkbank.com.

Beloit Health System and Alliant Energy Support Clean Energy Efforts

Beloit Health System and Alliant Energy Support Clean Energy Efforts

Beloit Health System is proud to support Alliant Energy’s initiative encouraging local companies to provide charging stations for electric vehicles. 

(BELOIT, WI) January 27, 2017 – Owners of electric-powered vehicles can often face challenges finding available charging stations. In December, Beloit Hospital installed a Level 2, dual-prong vehicle charging station on the hospital grounds. The charging station provides a convenient re-charging area for employees and visitors who drive electric powered vehicles.

 

The installation qualified the health system for Alliant Energy’s rebate program that encourages employers to provide charging access for employees. Alliant Energy created the rebate program in 2016 to increase the convenience and affordability of driving electric vehicles.

Beloit Hospital is one of the the first commercial business to receive the incentive in Rock County. By installing this charging station, Beloit Health System enabled employees to double their vehicles’ all-electric daily commuting range. The charging station also is available to patient families and visitors and is listed on the PlugShare.com website.

 

Alliant Energy’s rebate program is open to commercial and industrial customers who purchase and install a Level 2, fast charging station. The incentive is $1,000 for a single plug-in unit or $1,500 for a dual-prong unit. Alliant Energy also offers a $500 rebate for residential customers to install a Level 2 charging station at their home.

 

Photo Caption:
From left – Bill Alt, Alliant Energy; Thomas McCawley, VP, Beloit Health System; DuWayne Olson, Jim Brooks and Brian Matijevich, Beloit Health System Engineering; Craig Mellem, Director, Facilities Management, Beloit Health System.

Beloit Health System Announces Leadership Change

Beloit Health System Announces Leadership Change

 

Last year, Beloit Health System Vice President and Chief Nursing Officer Doris Mulder, RN, BSN, MBA, CENP, announced her intention to retire in 2017. Doris first joined Beloit Health System in 1986. She became Vice President, Chief Nursing Officer in 1999 where she maintained oversight for all inpatient-nursing units, surgery, clinics, the emergency department, dialysis, the Cancer Care Center, and all nursing care provided throughout the health system. In her tenure at Beloit Health System, Doris has been a key member of the senior leadership team, leading many important patient care and service initiatives including development of strategies to improve patient throughput; implementation of new nursing roles; and development of strategies to improve efficiency and patient satisfaction. Under her leadership, Beloit Health System has earned patient satisfaction scores of more than 95 percent for nursing care.

 

Effective March 1, 2017, Doris will step away from her role as Vice President, staying on with Beloit Health System to assist with on-going projects until later this year.

Sharon Cox, RN, BSN, MSN will assume the role of Vice President, Chief Nursing Officer for Beloit Health System following Doris’ retirement. Sharon, who is finishing her Doctorate of Nursing Practice, joined Beloit Health System in 1998 as a CNA. She has worked as a RN since 2000 and advanced to serve in many leadership roles including Nursing Supervisor and Clinical Manager. In 2013, she was named Director of Oncology.

 

As Director of the oncology service line, Sharon led the development of the UW Health Beloit Cancer Center, a partnership that brings cutting-edge cancer services close to home. Under her leadership, the Cancer Center has expanded services and consistently achieved patient satisfaction scores of greater than 90 percent.

 

Among her other accomplishments, Sharon was instrumental in helping to implement the health system’s electronic medical record and has been a leader in developing partnerships with local non-profit organizations including Rock County Cancer Coalition and Community Against Cancer. She has served as Director of Nursing Administration/Education coordinating the team’s ability to envision, design, and direct the continuous improvement of education and retention strategies throughout Beloit Health System.

 

About Beloit Health System

Beloit Health System is a healthcare organization providing care for the residents of southern Wisconsin and northern Illinois. Beloit Health System offers residents inpatient and outpatient services including the area’s most innovative heart and vascular program, a Level III Trauma Center, advanced orthopedics, cancer care, and the region’s first comprehensive health and wellness campus at NorthPointe in Roscoe, Illinois. Beloit Health System includes: Beloit Hospital, Beloit/UW Cancer Center, Occupational Health, Sports and Family Medicine, NorthPointe Health and Wellness Campus; the assisted living facilities located at NorthPointe Terrace and Riverside Terrace; Beloit Regional Hospice; and a network of doctors and advanced practice professionals providing care at the Beloit Clinic, Westside Clinic, Clinton Clinic, Darien Clinic and Janesville Clinic. Visit us online at beloithealthsystem.org.

Savant CEO Named 2017 Citizen of the Year

Savant CEO Named 2017 Citizen of the Year

Brent Brodeski selected for his unequaled passion for helping others

 

ROCKFORD, IL (January 23, 2017)Brent Brodeski, chief executive officer of Savant Capital Management, a nationally-recognized fee-only wealth management firm, was named the Rockford Chamber of Commerce’s 2017 Citizen of the Year. He received the award at the Rockford Chamber’s Annual Dinner on January 19 at Giovanni’s Restaurant and Convention Center in Rockford.

 

The Citizen of the Year Award is open to any Rockford area individual who has, over a period of several years, contributed to the welfare and progress of the community. Brodeski’s forward thinking and proactive style has helped Savant grow to become one of the nation’s leading advisory firms. Success in his career has only strengthened his sense of personal and corporate responsibility throughout the 30-year history of the firm. Not only does he encourage and support Savant staff members to give time and resources to the communities they serve but he also leads by example.

 

He has served as a board member and chair of the investment committee for the Boy Scouts of America; a board and finance committee member for the Rockford Symphony Orchestra; and a member of the board and investment committee of the Northern Illinois University Foundation and the board of the Rock Valley College Foundation. Brodeski is a former board member of the Rockford Area Convention & Visitors Bureau (RACVB) board and played a key role as a member of its CEO Succession Task Force.

 

“I am honored and humbled to have been selected as this year’s Citizen of the Year,” said Brodeski. “I am surrounded by a great support system both personally and professionally that continues to both inspire and challenge me. I humbly accept the award only on behalf of my family and Team Savant. Without these strong family units, I would not be where I am today.”

 

Brodeski has also represented Savant on the Barron’s list where he ranked 32nd on the list of the “Top 100 Independent Financial Advisors” in the country, and was ranked by Forbes as #50 on their top 200 wealth advisors list. In addition to many other accolades, Brent was most recently recognized by Financial Planning as one of the “17 People Advisers Should Watch in 2017.”

 

Brodeski is a co-founder of Savant, which serves nearly 4,000 clients in 43 states and three continents, with more than $4.8 billion in assets under management. Headquartered in Rockford, IL, Savant also has 11 offices in the following locations: Chicago, IL; Freeport, IL; Geneva, IL; Hoffman Estates, IL; Naperville, IL; Peoria, IL; Sterling, IL; Wilmette, IL; McLean, VA; Madison, WI; and Park Falls, WI.

 

About Savant Capital Management

Savant Capital Management is a leading independent, nationally-recognized, fee-only firm, serving clients for 30 years with more than $4.8 billion in assets under management. As a trusted advisor, Savant Capital Management offers investment management, financial planning, retirement plan and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.

 

Savant is regularly recognized among the top wealth managers in the United States. Savant was the recipient of the 2015 Best-in-Business IMPACT Award™, part of Schwab’s IMPACT Awards® program to recognize excellence in the business of independent financial advice. Savant has consistently received other industry recognitions including recently being included on the Forbes top 200 financial advisors list, the Barron’s top 20 independent advisory firms list, being named the #9 rated RIA firm byFinancial Planning magazine, and included in additional top advisors lists byFinancial Advisor magazine and InvestmentNews.

 

Savant Capital Management is a Registered Investment Advisor. Savant’s marketing material should not be construed by any existing or prospective client as a guarantee that they will experience a certain level of results if they engage Savant’s services and may include lists or rankings published by magazines and other sources which are generally based exclusively on information prepared and submitted by the recognized advisor. For more information about Savant or to view our Important Disclosures, go to www.savantcapital.com.

 

Savant Capital Management and its employees are independent of and are not employees or agents of Charles Schwab & Co., Inc. (“Schwab”). Schwab does not prepare, verify or endorse information distributed by Savant Capital Management. The Best-in-Business IMPACT Award™ is not an endorsement, testimonial endorsement, recommendation or referral to Savant Capital Management with respect to its investment advisory and other services.

CEANCI Hosts Fourth Annual Round Table

Business and Information Technology Round Table

Friday, January 27, 2017

9am – Noon

Rockford Country Club

2500 Oxford Street, Rockford IL, 61103

CEANCI, Career Education Associates of North Central Illinois, will host its fourth annual Business and Information Technology Round Table on Friday, January 27th from 9am-Noon at Rockford County Club in Rockford.

The purpose of a Round Table is to create the curriculum framework and content of high school career and technical programs (CTE), and develop a workforce with a specific skill set that aligns to local industry needs. The January 27 event will focus on accounting, entrepreneurship, clerical/administrative assistant, web development, graphic arts and consumer education.

Businesses are asked to participate in discussions with career and technical high school teachers about specific occupation skill sets (essential, foundation, and soft skills), emerging industry trends, occupations in high demand, industry-recognized credentials, and career ladder information.

Based on Round Table conversations our local businesses have identified a need for employee responsibility.  To that end, CEANCI recently launched the “Be Here Now” initiative on November 1, 2016.    This initiative includes attendance tracking and reporting and a speaker bureau that talks to high school students about the importance of attendance.

CEANCI supports career and technical education programs that serve high school students in 14 high schools. CEANCI also supports CTE instructors and collaborates with business and higher learning to provide services to the ongoing improvement of student achievement.

To participate in the Business and Information Technology Round Table, please contact Beth Mead, CEANCI, at 815-921-1650, or email b.mead@rockvalleycollege.edu.

 

Photo: Hononegah Students who have obtained certification in the business area.

Advia Credit Union Anticipates Future Growth in Wisconsin

Advia Credit Union Anticipates Future Growth in Wisconsin
Announces Intended Acquisition of Peoples Bank

 

Advia is excited to announce continued strength and growth in its Wisconsin area – bringing additional opportunities to members in the nine southeastern counties of Wisconsin. The Board of Directors of Advia Credit Union announced today that it has signed a definitive agreement to acquire Peoples Bank, a Wisconsin based bank headquartered in Elkhorn with branches in Silver Lake and Burlington.

 

“We are thrilled and eager to welcome the customers of Peoples Bank as members of Advia Credit Union,” says Cheryl DeBoer, Advia’s President and CEO.  “At Advia, our mission is to provide financial advantages to those we serve. We are equally dedicated to advancing lives in our communities and look forward to being an even stronger contributor to the southern Wisconsin communities through outreach and volunteerism.”

 

With this growth, Advia will serve well over 130,000 members with 28 branches in Michigan, Illinois and Wisconsin. In Wisconsin and Illinois, there will be a total of 10 branches in Beloit, Janesville, Williams Bay, Waukesha, Elkhorn, Silver Lake, Burlington, WI, and North Central Illinois (Rockton). Future growth is also planned for Madison, Wisconsin in 2017 for a total of 29 locations.

 

“We are pleased with the proposed transaction and we believe Peoples Bank’s customers, employees, communities and shareholders will all benefit,” said Tom Oehler, President and CEO of Peoples Bank. “Advia is a strong financial institution that has the size, resources and commitment necessary to competitively meet the financial needs of not only our consumer clients, but also our commercial, agricultural, municipal and non-profit customers now and in the foreseeable future.”

 

The transaction, which is subject to regulatory and shareholder approval, and is expected to be completed in the third quarter of 2017, further strengthens Advia’s position within its service area in Wisconsin, Michigan and Illinois. Currently ranked in the top 3 percent in the nation among credit unions, Advia will have approximately $1.5 Billion in assets and over 400 employees.

 

“Advia continues to grow stronger and is well positioned for serving members throughout our multi-state region,” added DeBoer. “As a member-owned, not-for-profit financial cooperative, we offer lower cost financial products and services in our communities and give back to our member-owners in the form of better technology, innovative services and excellent deposit and loan rates. We are focused on building long-lasting, rewarding relationships with our new members, helping them save more and enjoy easy access to financial services.”

 

In addition to continued expanding branch locations, Advia also participates in shared branching networks nationally and provides over 30,000 Surcharge-Free ATM locations through CO-OP Network and select additional retail outlets in Michigan and Wisconsin.

 

Advisors –Michael Bell of Howard & Howard served as Advia’s legal advisor. Mercer Capital served as Advia’s financial advisor. Thomas Homberg of Godfrey & Kahn, S.C, served as Peoples Bank’s legal advisor. Oak Ridge Financial served as Peoples Bank’s financial advisor. 

 

About Advia Credit Union – Advia Credit Union’s mission is to provide financial advantages to its members. With $1.3 billion in assets, Advia seeks to provide the quickest and easiest solutions available to maximize the financial value to over 130,000 members in Michigan, Wisconsin and Illinois. Advia’s team of nearly 400 professionals delivers excellent service and innovative financial products at 26 locations via digital and mobile platforms. Advia is guided by its core values: driving progress, acting with integrity, building and strengthening relationships and keeping people at the core.  Experience the advantage by visiting www.adviacu.org.

 

About Peoples Bank – Peoples Bank has approximately $230 Million in assets, 60 employees and 4 locations in Elkhorn, Burlington and Silver Lake, Wisconsin. For more information, visit www.peoplesbankwi.com.

 

For more information, please contact:
Nancy Loftis, VP Marketing & PR

Advia Credit Union

4308 West Main | Kalamazoo, MI  49006

269.382.9845, ext. 1442 | www.adviacu.org

Savant CEO Named as a Financial Industry Change Maker

 Brodeski Named as a Financial Industry Change Maker

Savant CEO included in Financial Planning’s list of people to watch in 2017

 

Rockford, IL (January 4, 2017)Brent Brodeski, chief executive officer of Savant Capital Management, a nationally-recognized fee-only wealth management firm, has been selected byFinancial Planning as one of the “17 People Advisers Should Watch in 2017.” Brodeski has been included as one of the industry’s key players due to Savant’s new capital structure that will provide the firm with more than $50 million for upcoming M & A deals. He is the only registered investment advisory firm CEO to make the list.

In addition to naming Brodeski to the list, Financial Planning also selected Tim Sloan, CEO of Wells Fargo; Janet Yellen, Fed chairwoman; Andrew Puzder, nominated to be Secretary of Labor; and Abigal Johnson, chairwoman and CEO of Fidelity. Click here to view the full list of Financial Planning’s “17 People Advisers Should Watch in 2017.”

Brodeski is a co-founder of Savant, which manages more than $4.7 billion in assets and employs more than 140 team members. Headquartered in Rockford, IL. , Savant also has 11 offices in the following locations: Chicago, IL; Freeport, IL; Geneva, IL; Hoffman Estates, IL; Naperville, IL; Peoria, IL; Sterling, IL; Wilmette, IL; McLean, VA; Madison, WI; and Park Falls, WI.

In 2016, Brodeski was named to Forbes’ 2016 list of America’s Top Wealth Advisors. In addition, Savant has also consistently received other industry recognitions such as being named a top RIA firm by Financial Planning magazine, Financial Advisor magazine and InvestmentNews and being recognized by Barron’s magazine as a top advisor in the United States.

 

About Savant Capital Management

Savant Capital Management is a leading independent, nationally-recognized, fee-only firm, serving clients for 30 years with more than $4.7 billion in assets under management. As a trusted advisor, Savant Capital Management offers investment management, financial planning, retirement plan and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.

Savant is regularly recognized among the top wealth managers in the United States. Savant was the recipient of the 2015 Best-in-Business IMPACT Award™, part of Schwab’s IMPACT Awards® program to recognize excellence in the business of independent financial advice. Savant has consistently received other industry recognitions including recently being included on the Forbes top 200 financial advisors list, the Barron’s top 20 independent advisory firms list, being named the #9 rated RIA firm byFinancial Planning magazine, and included in additional top advisors lists by Financial Advisor magazine and InvestmentNews.

Savant Capital Management is a Registered Investment Advisor. Savant’s marketing material should not be construed by any existing or prospective client as a guarantee that they will experience a certain level of results if they engage Savant’s services and may include lists or rankings published by magazines and other sources which are generally based exclusively on information prepared and submitted by the recognized advisor. For more information about Savant or to view our Important Disclosures, go to www.savantcapital.com.

Savant Capital Management and its employees are independent of and are not employees or agents of Charles Schwab & Co., Inc. (“Schwab”). Schwab does not prepare, verify or endorse information distributed by Savant Capital Management. The Best-in-Business IMPACT Award™ is not an endorsement, testimonial endorsement, recommendation or referral to Savant Capital Management with respect to its investment advisory and other services.