ROCKFORD, IL (December 7, 2017) – Savant Capital Management, a nationally-recognized fee-only wealth management firm, has added Stephanie Abbott, Mallory Cwynar, Michael 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