Savant Announces New Team Members and Recognizes Current Employee

ROCKFORD, IL (December 7, 2017) – Savant Capital Management, a nationally-recognized fee-only wealth management firm, has added Stephanie AbbottMallory CwynarMichael Homan, and Rachel Schmitz to its Rockford office and recognized Diane Peters for earning the Professional Certified Marketer® certification.

Stephanie Abbott joined Savant as the digital marketing communications coordinator. She is a member of the Administrative Team and is responsible for managing the firm’s search engine marketing, website content, blogs, newsletters, social media, and presentations.

Abbott has been involved in the marketing and communications industry since 2007. She earned a bachelor of fine arts degree in communication with emphasis in organizational communication and persuasion from Western Illinois University.

Mallory Cwynar joined Savant as an accountant/payroll coordinator. She is a member of the Administrative Team and is responsible for a variety of financial functions, including employee payroll, accounts receivable, accounts payable, and processing financial reports.

Cwynar has been involved in the financial services industry since 2013. She earned a bachelor’s degree in accounting and information systems from Drake University.

 Michael Homan joined Savant as a trader and is a member of the Investment Team. He is responsible for processing trades, cash management, and portfolio rebalancing. He earned a bachelor’s degree in sports management with a minor in business administration from North Central College.

Rachel Schmitz joined Savant as an administrative assistant for the Retirement Plan Services Team. She is responsible for performing a multitude of tasks to support the servicing of retirement plan clients. Schmitz earned an associate of arts degree from Rock Valley College and a bachelor of science degree in business administration from Northern Illinois University.

Marketing Specialist Diane Peters earned the Professional Certified Marketer® (PCM®) certification from the American Marketing Association (AMA), the largest professional marketing association in the world. The PCM®certification is based on the responsibilities of and knowledge needed by today’s marketing professionals and covers fundamental marketing topics like branding, integrated marcom, advertising, public relations, social media, analytics, ethics, and more. Peters is a member of the Administrative Team.

About Savant Capital Management

Savant Capital Management is a leading independent, nationally-recognized, fee-only firm, serving clients for 30 years with more than $5 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. Click here for more information about Savant or to view our Important Disclosures.

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.

 

 

 

 

 

Pictured Above: Stephanie N Abbott, Mallory P Cwynar, Michael R Homan, Diane L Peters, Rachel Schmitz

W@W Celebration of Giving List

The Women at Work committee is doing a donation drive benefiting Special Education departments at schools from Roscoe, Rockton, and South Beloit. Below is a complete list of items that have been requested from the schools. If you would like to make a donation, there are several drop off locations listed at the end of this post.

•Augmentative Communication Devices: Big Mac and Little Mac Switches
•(10) IPads
•IPod with Bluetooth speaker
•(2) Sensory tables
•(3) Standing desks – Marvel Focus Desk
•Theraputty
•Chewelry/ fidgets
•Bailey chairs
•Plexiglass slant boards
•Oral Motor Toold
•Visual Timers
•Weighted Vest (Small)
•Cuddle loops
•NuStep recumbant stepper
•(2) Rebounder trampoline with weighted balls
•(3) Kitchen pots and pans sets
•Velcro
•Light filters
•Versa steps and other exercise/gross motor tools
•Linguisystems- middle school speech
•(2) NeoRock Move Stool 18in.
•(3) NeoRick Move Stool 15in.
•(7 pairs) Califone Hearing Safe Hearing Protector
•(1 box) Impact Safety Goggles
•Didax Unifex 100 Number Grid and Tray
•Didax 300 pieces kit
•Learning Resources Time Tracker Classroom
•(3 reams) Hammermill Color Laser Gloss printer paper
•(2 packs) Fine tip dry erase markers- mixed colors
•Nerf Football
•Nerf Soccer ball
•(10) Mini dry erase markers
•(10) small art canvas boards
•Watercolor paints- Prang brand
•(2 books) Watercolor paint paper
•Variety of bright craft paints
•Set of variety art paint brushes
•(6) Fine tip black sharpie pens
•Variety pack colored art tissue paper – not gift wrap
•White tissue paper
•(2 dozen) Medium sized crafting stones (about 4-5 inches)
•Clear balloons
•(2 buckets) Slippery Spheres Polymer Beads
•Modge Podge glue
•Texas Instruments Calculator – TI-30XIIS-4
•Adjustable stand up desk
•(2) Realistic money sets
•Stress balls
•Rocking chair for students (not for small children)
•Balls to sit on at their desks or elsewhere
•Large area pillows for reading on the floor
•Kinetics- fine motor manipulatives
•Several headphones – not earbuds – some with microphones.

 

Drop off locations are:

*808 Cheesecake
5065 Edgemere Ct
Roscoe, IL 61073
Edward Jones
5528 Elevator Rd
Roscoe, IL 61073
*K.Paige
10684 Main St.
Roscoe, IL 61073
*Louie’s Tap House
5689 Elevator Rd
Roscoe, IL 61073
Re/Max Valley Realtors
4761 Bluestem Rd
Roscoe, IL 61073
RyCOM Creative
330 E. Main Street #600
Rockton, IL 61072
*Stateline Chamber Office
5384 Williams Drive
Roscoe, IL 61073
* Indicates you can also purchase puzzle piece ornaments as a monetary donation from these locations.

Savant Expands its Tax and Wealth Transfer Team

Savant Expands its Tax and Wealth Transfer Team

Addition of seasoned professional Andrew Welp further positions Savant as industry leader in building and transferring wealth

 

  • With more than a decade of experience and expertise, Andrew J. Welp, CPA, JD, further enhances firm’s comprehensive financial planning services
  • Growing wealth transfer and tax team bridges gap between building wealth and transferring wealth
  • Increases support team to five attorneys and 13 certified public accountants

 

ROCKFORD, IL (October 30, 2017– Savant Capital Management, a nationally-recognized fee-only wealth management firm headquartered in Rockford, IL, announced that Andrew J. Welp, JD, CPA has been hired as its third dedicated wealth transfer advisor. He joins the firm’s growing tax, and wealth transfer team that is led byMichael Cyrs, director of wealth advisory.

 

Welp is a member of the firm’s Planning Team and is responsible for overseeing the new in-house trust and estate settlement officers who were added to the team in 2017 and coordinating the necessary legal and tax matters in the estate and wealth transfer process for clients. He also maintains responsibility to act as a direct liaison with Savant’s affiliated trust company, Savant Private Trust, a division of National Advisors Trust Company.

 

“Savant is about the creation of wealth and, as importantly, the transfer of wealth,” said Brent Brodeski, CEO of Savant. “Andy will further enhance our ability to act as a conduit to help bridge the gap between our clients’ wealth accumulation and leaving the legacy they desire. We are thrilled to have Andy on the Savant team.”

 

The addition of Welp represents the firm’s commitment to meeting the comprehensive financial planning needs of its clients via a hand-on support team, which now has five attorneys and 13 certified public accountants who serve as advisor support within Savant and its affiliate, Savant Tax and Consulting.

 

“Savant drew me in because of the team’s broad range of disciplines that enable it to help more people build their ideal futures,” said Welp. “I value the team approach, the diversity of team members, and the strong relationships they have with clients and the communities we serve.”

 

Prior to joining Savant, Welp worked as head of finance, compliance, and operations for a financial planning firm. He earned a bachelor’s degree in accounting from Bradley University and a juris doctorate degree from Northern Illinois University College of Law. Welp is a Certified Public Accountant and a member of the American Bar Association, the Illinois State Bar Association, the Chicago Bar Association, and the American Institute of Certified Public Accountants.

 

Savant manages more than $5 billion in assets and employs more than 150 team members. Headquartered in Rockford, IL, Savant also has 11 offices in Chicago, Freeport, Geneva, Hoffman Estates, Naperville, Peoria, Sterling, and Wilmette, IL; McLean, VA; and Madison 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 $5 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. Click here for more information about Savant or to view our Important Disclosures.

 

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.

Hononegah High School Fieldhouse Ground Breaking

Because of your contributions to our community and the role you played in helping make the Fieldhouse development a reality,
we request your presence at the groundbreaking ceremony for the new HCHS Fieldhouse.

TUESDAY, NOV. 7TH @ 11AM
Hononegah Community High School
Site of the new Fieldhouse (North East Corner), near entrance to the metal gym

Immediately following a photo opportunity, we will move to the metal gym for a reception where we will learn more about the Fieldhouse,
and what it will mean for our school and the community. Light beverages and snacks will be provided at the reception.

Please park in the construction parking lot on the north side of the building on Union St.
The eastern most entrance will be open for you.

RSVP no later than 10/31 to Kim Suedbeck @ ksuedb@hononegah.org or (815) 624-5014

Savant Capital Management Recognized by Barron’s and Forbes

Ranked among America’s top independent wealth management firms

 

ROCKFORD, IL (October 10, 2017) – Savant Capital Management, a nationally-recognized fee-only wealth management firm headquartered in Rockford, IL, has been recognized by Barron’s as one of the top independent advisory firms in the nation and by Forbes, naming the firm’s CEO as one of America’s top wealth advisors.

 

Barron’s, an American weekly newspaper that reports on current financial information, market developments, and relevant statistics, has named Savant #22 on its list of the Top 30 Registered Investment Advisory Firms. The list is based on several factors that speak to the firms’ ability to provide broad and consistent services to clients. All the firms’ filings with the Securities and Exchange Commission were used to cross-check the data provided to Barron’sClick here to view the complete list of honorees.

 

American business magazine, Forbes, ranked Savant CEO Brent Brodeski#40 on its 2017 list of America’s Top Wealth Advisors. Brodeski earned the #50 spot in 2016. The ranking, developed by SHOOK Research, is designed to fairly compare the business practices of a large group of advisors from the financial services industry including registered investment advisors like Savant, along with banks, brokerages, custodians, insurance companies, and others. More than 19,000 nominations were received, with 200 advisors chosen. Neither Forbes nor SHOOK received a fee in exchange for rankings. Click here to view the complete list of America’s Top Wealth Advisors.

 

Savant manages more than $5 billion in assets and employs more than 150 team members. Headquartered in Rockford, IL, Savant also has 11 offices inChicago, Freeport, Geneva, Hoffman Estates, Naperville, Peoria, Sterling, and Wilmette, IL; McLean, VA; and Madison 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 $5 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. Click here for more information about Savant or to view our Important Disclosures.

 

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.

We Have a New Executive Director

After a 2-month search process, we are happy to introduce Jason Walters as our new Executive Director. Jason comes to the Chamber with an extensive history of non-profit management and relationship building. We are incredibly excited for what the future holds with Jason at the helm.

 

We hired Jason after a tough search that gave us many great candidates. We are confident that his professionalism and focus on forward-thinking growth will secure a great future for the chamber and our community.

 

“I am thankful for the chamber’s trust in me for this role. It is my plan to continue building solid partnerships with our members, the towns, and cities we serve. I look forward to working with the volunteers and local business owners to bring awareness and a sense of community to the Stateline area.” – Jason P. Walters

 

A meet and greet event will be planned as soon as possible for everyone to get introduced to Jason, but if you can’t make that, the Casino Night is coming up on November 3rd as well.

 

Contact:

Laura Baluch, President, lbaluch@bslbv.com (815) 520-2905

Jason Walters, Executive Director, jason@statelinechamber.com (815) 623-9065

SwedishAmerican Neurosurgeon Dr. Gayatri Sonti Earns Top Doctor Award

Gayatri Sonti, DO, PhD, Neurosurgeon at SwedishAmerican, a division of UW Health has been named a 2017 Top Doctor in Rockford. Top Doctor Awards is dedicated to selecting and honoring those healthcare practitioners who have demonstrated clinical excellence while delivering the highest standards of patient care.

Dr. Sonti has been in practice for more than 14 years, and in that time has become renowned as one of the top neurosurgeons in Illinois. Her acclaimed medical career began in 2003 when she gained her Doctor of Osteopathic Medicine Degree from the Midwestern University Chicago College of Osteopathic Medicine in Chicago, Illinois. An internship followed at the Providence Medical Center, before a residency and then fellowship were completed at the Arrowhead Regional Medical Center in Colton, California. Dr. Sonti also holds a Doctor of Philosophy Degree from the University of Delaware.

Dr. Sonti is known across Illinois and beyond for her expertise as a neurological surgeon. She treats patients of all ages, providing surgical solutions for conditions including brain aneurysm, cerebral hemorrhage, brain cancer, epilepsy, cranial trauma, meningitis, scoliosis, degenerative disc disease and spina bifida.

Dr. Sonti is an active member of the American Osteopathic Association, and she is particularly noted for her expertise in the use of the latest minimally invasive neurosurgical techniques. Her dedication and commitment makes Dr. Gayatri Sonti a very worthy winner of a 2017 Top Doctor Award. For more information on Dr. Sonti or to schedule an appointment, please contact SwedishAmerican Neuro &Headache Center at (779) 696-9512.

About SwedishAmerican

A division of UW Health, SwedishAmerican is dedicated to providing excellence in healthcare and compassionate care to the community. The organization serves residents of 12 counties in northern Illinois and southern Wisconsin through a dedicated and caring staff, a major acute care hospital and a free-standing outpatient cancer center in Rockford, a medical center in Belvidere, a network of 30 primary care and multi-specialty clinics and the region’s largest home healthcare agency. Additionally, SwedishAmerican has achieved Magnet® recognition as a reflection of its nursing professionalism, teamwork and superiority in patient care.

 

About Top Doctor Awards

Top Doctor Awards specializes in recognizing and commemorating the achievements of today’s most influential and respected doctors in medicine. Our selection process considers education, research contributions, patient reviews, and other quality measures to identify top doctors.

Srivani Sridhar, MD, Receives Integrative Medicine Board Certification

Srivani Sridhar, MD, Receives Integrative Medicine Board Certification

SwedishAmerican, a division of UW Health is pleased to announce that
Woodside Clinic Family Physician and Integrative Medicine Specialist Srivani Sridhar, MD, successfully completed all of the requirements for board certification in integrative medicine through the American Board of Integrative Medicine (ABOIM).

This certification indicates mastery of the specialty and professional
commitment to adhere to the American Board of Physician Specialties (ABPS) Medical Code of Ethics. Integrative medicine is defined by the ABOIM as the practice of medicine that reaffirms the importance of the relationship between practitioner and patient, focuses on the whole person, is informed by evidence, and makes use of all appropriate therapeutic approaches, healthcare professionals and disciplines to achieve optimal health and healing.

The ABOIM and other ABPS member boards have the following
requirements to meet their certifications:

• Graduation from a duly accredited medical school and active and
unencumbered licenses in good standing
• Approved accredited medical residency training program
• Recertification every eight years with a written exam
• Verification of credentials

Dr. Sridhar has a special interest in women’s health, cancer care, nutrition
and gastrointestinal disorders. She incorporates holistic practices into family medicine including dietary and herbal supplements and a mind/body approach to health and wellness.

“I bring a holistic approach to my patient’s care by assessing influences of
the mind, body and spirit,” says Dr. Sridhar. “In my practice, I have always
focused on promoting wellness, preventing disease and optimizing self-healing.”

Dr. Sridhar joined the SwedishAmerican in 2013 and came to us from the
University of Wisconsin School of Medicine and Public Health in Madison where she completed a two-year fellowship in academic integrative medicine. She also completed family medicine residency at University of Wisconsin – Madison following medical school at Rutgers New Jersey Medical School.

Dr. Sridhar is also board certified in family medicine. She is a member of
the American Academy of Family Physicians, the Academy of Integrative and Holistic Medicine, the Society of Integrative Oncology, and the Institute of Functional Medicine.

 

About SwedishAmerican
A division of UW Health, SwedishAmerican is dedicated to providing
excellence in healthcare and compassionate care to the community. The
organization serves residents of 12 counties in northern Illinois and southern
Wisconsin through a dedicated and caring staff, a major acute care hospital and
a free-standing outpatient cancer center in Rockford, a medical center in
Belvidere, a network of 30 primary care and multi-specialty clinics and the
region’s largest home healthcare agency. Additionally, SwedishAmerican has
achieved Magnet® recognition as a reflection of its nursing professionalism,
teamwork and superiority in patient care.

Car Seat Check Event on Saturday, September 23

Car Seat Check Event on Saturday, September 23

Certified Technicians in Rockford, IL will Check Car Seats and Warn Against the Most Common Eight Installation Mistakes

 

Rockford IL – Every day in America, too many children are riding in the wrong car seats or are riding completely unrestrained.  To help combat the issue, Safe Kids Winnebago Coalition announced today it will conduct a car seat safety event during National Child Passenger Safety week September 17 – 23, 2017.   Babies R Us will have certified child passenger safety (CPS) technicians on hand from 10am-2pm to check car seats for proper installation and educate parents and caregivers on how to choose the correct car seats and install them properly in their vehicles.  This event is one of 93 events in Illinois sponsored by AAA and the Illinois Department of Transportation.

 

“By attending Rockford’s car seat event on 9-23-17, parents and caregivers can be sure their kids are riding as safely as possible in their vehicle.”  Furthermore, Penny Lentz, Safe Kids Coalition Coordinator,  added, even if kids are in the right seat, sometimes they are not buckled correctly, or the seat isn’t installed in the vehicle properly. The most common mistakes can present the biggest dangers according to CPS technicians. This year, Illinois events will focus on educating parents on the dangers of these eight (8) mistakes:

  1. Turning the child forward facing too soon
  2. Not adjusting the harness snugly against the child
  3. Not securing the car seat in the vehicle properly
  4. Forgetting to register the car seat for recall notifications
  5. Having toys or other items unsecured in the vehicle
  6. Not using the lower anchors/LATCH system as approved
  7. Not using the top tether on a forward facing car seat
  8. Moving to the next car seat or booster seat too soon

National Highway Traffic Safety Administration (NHTSA) recommends keeping children rear-facing as long as possible up to the top height or weight allowed by their particular seats.  Once a child outgrows the rear-facing car seat, he/she is ready to travel in a forward-facing car seat with a harness and top tether.  After outgrowing his or her car seat, the child should be placed in a booster seat.

 

While Illinois law states a child must be in an appropriate car seat or booster seat until their eighth birthday, most eight-year-old children are not tall enough for the seat belt to fit them correctly.  These kids need to stay in a booster seat until they are taller—4’9” is the recommended height.

 

Remember: In Illinois, children are required to be in a car seat or booster seat until at least age 8 and all children younger than 13 should ride in the back seat.

 

For more information on Child Passenger Safety visit http://www.nhtsa.gov or www.buckleupillinois.org.

SwedishAmerican to Host Headache Conference, September 23

SwedishAmerican, a division of UW Health is hosting a Headache Conference on Saturday, September 23, 8 AM – 12 PM, at Forest Hills Country Club, 5135 Forest Hills Road, Loves Park. The conference will feature speakers from both SwedishAmerican and UW Health discussing several different headache topics.

Speakers and topics include:

  • Jeffery Royce, Certified Headache Specialist at SwedishAmerican
    • Sports related concussion
    • News & upcoming migraine treatments
  • Elizabeth, Lake, Neurologist at UW Health
    • Migraines
  • Roland Brilla, Neurologist at UW Health
    • Secondary headache disorders

Cost is $25 to attend and healthcare professionals are approved for 4 CEUs. Space is limited. For questions or to register, contact SwedishAmerican Medical Education Coordinator Terri Howard at (779) 696-2093.

 

About SwedishAmerican

A division of UW Health, SwedishAmerican is dedicated to providing excellence in healthcare and compassionate care to the community. The organization serves residents of 12 counties in northern Illinois and southern Wisconsin through a dedicated and caring staff, a major acute care hospital and a free-standing outpatient cancer center in Rockford, a medical center in Belvidere, a network of 30 primary care and multi-specialty clinics and the region’s largest home healthcare agency. Additionally, SwedishAmerican has achieved Magnet® recognition as a reflection of its nursing professionalism, teamwork and superiority in patient care.