Savant Capital Management Expands Employee Ownership
- Savant further expands its employee ownership group to 47 people.
- Additional ownership helps assure long-term continuity for the 30-year-old firm.
- Positions Savant to remain independent into the future.
Rockford, IL (October 3, 2016) – Savant Capital Management, a nationally-recognized fee-only wealth management firm headquartered in Rockford, IL announced today that 28 additional employees have purchased ownership interests in Savant and have become employee-members of the company. The new employee-members from the Rockford office are Matthew Armstrong, Gina Beall, Rick Bender, Kathie Blassage, LaVonne Brown, Kim Cady, Derek Carter, Michael Cyrs, Stacy Eckhardt, Keith Feggestad, Theresa Harezlak, Kevin Hrdlicka, Tawn Jacobs, Scott Kaiser, Valorie Kalen, Brian Knabe, Jessica Knudsen, Jakob Loescher, Nicholas McCaslin, Ryan Monette, Grant Moore, Kathryn Pirtle, Thomas Ptacin, and Timothy Rogowski.
By increasing the employee-members from 19 to 47, Savant will maintain its independence as a wealth management firm and continue to carry out its vision, mission, and core values that were built upon its clients’ best interests.
“We want to continue to build ideal futures for our clients, our team and the communities we serve,” said Brent Brodeski, CEO of Savant. “The new employee-members announced today are leaders in the company and will make certain the growth and vision of Savant is pursued for the continued benefit of our clients. This is a major step in our long-term succession plan and will help Savant continue to thrive well into the future and carry on our service for generations to come.”
About the New Owners
Matthew D. Armstrong, CFP®, CRPS® – Armstrong is a financial advisor and a member of the Advisory Team. He has been with the firm for 11 years.
Gina M. Beall, MBA, CIMA® – Beall is a lead investment research analyst and a member of the Investment Research Team. She has been involved in the financial services industry since 1989 and with the firm for six years.
Rick P. Bender, CFP®, LUTCF, ChFC®, CLU®, CRPS® – Bender is a financial advisor and a member of the Advisory Team. He has been involved in the financial services industry since 1992 and with the firm for four years.
Kathie T. Blassage, CM, RP® – Blassage is a senior plan services specialist and a member of the Retirement Plan Services Team. She has been with the firm for 13 years.
LaVonne L. Brown, MSIMC, RP® – Brown is the chief communications officer and a member of the Executive Team. She has been involved in the marketing and communications field since 1998 and with the firm for eight years.
Kim S. Cady, PPC® – Cady is the manager of retirement plan services. She has been involved in the retirement plan industry since 1984 and with the firm for nine years.
Derek A. Carter, MBA, CFP® – Carter is a senior investment research analyst, a portfolio integration manager, and a member of the Investment Research Team. He has been involved in the financial services industry since 2001 and with the firm for 13 years.
Michael T. Cyrs, J.D., MBA, CFP® – Cyrs is an estate and wealth transfer advisor. He has more than 20 years of experience as a private attorney, concentrating on complex estate and business succession planning, charitable planning, and advising clients regarding all types of trusts and estate administration. He has been with the firm for two years.
Stacy D. Eckhardt – Eckhardt is the controller and a member of the Administrative Team. She has been involved in the financial services industry since 1992 and with the firm for five years.
Keith A. Feggestad, MSMIS – Feggestad is the manager of information technology and a member of the Administrative Team. He has been with the firm for five years.
Theresa A. Harezlak, CFP®, CDFA® – Harezlak is a financial advisor and a member of the Advisory Team. She has been involved in the financial services industry since 1988 and with the firm for nine years.
Kevin M. Hrdlicka, CFP®, CFA – Hrdlicka is the manager of investment research and trading and a member of the Investment Committee. He has been with the firm for eight years.
Tawn M. Jacobs, MST, CPA/PFS, CFP® – Jacobs is the manager of financial planning and tax services. She has been involved in the tax, accounting, and financial services industries since 1989 and with the firm for 12 years.
Scott Kaiser, CFP®, AIF®, CRPS® – Kaiser is a financial advisor and a member of the Advisory Team. He has been with the firm for 17 years.
Valorie L. Kalen, RP® – Kalen is a client services manager and a member of the Concierge Team. She has been involved with the financial services industry since 1975 and with the firm for 11 years.
Brian J. Knabe, MD, CFP®, CMP® – Knabe is a financial advisor and a member of the Advisory Team. He has been with the firm for nine years.
Jessica L. Knudsen, MS, MPAS®, CFP®, CSRP® – Knudsen is a lead financial planner and member of the Financial Planning and Tax Team. She has been with the firm for 12 years.
Jakob C. Loescher, CFP®, ChFC®, AIF®, CRPC®, CRPS® – Loescher is a financial advisor and a member of the Advisory Team. He has been involved in the financial services industry since 2007 and with the firm for eight years.
Nicholas M. McCaslin – McCaslin is a software support specialist and a member of the Administrative Team. He has been with the firm for 17 years.
Ryan Monette, CFP®, ChFC® – Monette is a financial advisor and a member of the Advisory Team. He has been with the firm for 10 years.
Grant W. Moore, MBA, CFP®, CRPC®, AIF®, CRPS® – Moore is a financial advisor and a member of the Advisory Team. He has been with the firm for 10 years.
Kathryn M. Pirtle, PHR® SHRM-CP – Pirtle is the human resources manager and a member of the Administrative Team. She has been involved in the human resources industry since 1993 and with the firm for five years.
Thomas J. Ptacin, MBA, CFP®, AIF®, CRPS® – Ptacin is a financial advisor and a member of the Advisory Team. He has been involved in the financial services industry since 1998 and with the firm for 12 years.
Timothy B. Rogowski – Rogowski is the chief information officer, director of human capital, and a member of the Executive Team. He has been involved in the information technology industry since 1998 and with the firm since March 2015.
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 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 towww.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.