Verna Neal Joins FNBT as Loan Services Manager and Officer

Beloit, WI, November 9, 2020 – First National Bank and Trust (FNBT) is pleased to announce that Verna Neal has joined the bank as loan services manager and officer.

Verna Neal came to the FNBT family in August with 40 years of banking experience in loan processing and operations. In her role as loan services manager and officer, Neal is responsible for quality control, compliance with the Home Mortgage Disclosure Act (HMDA), and mortgage servicing. She will focus on driving operational and servicing efficiency, and developing day-to-day operations programs and procedures. She is also responsible for training and developing her team, in addition to managing customer loans accounts, and payment accuracy to ensure adherence to all government and corporate guidelines and regulations.

Neal holds a bachelor’s degree from Rockford University and previously attended Rock Valley College and Sauk Valley College. In addition, Neal earned an associate’s degree in medical terminology. In her spare time, she enjoys hobbies of oil painting, flower gardening, and training her horse. Neal will be based at FNBT’s Operations Center in Beloit, Wisconsin.

About First National Bank and Trust:

First National Bank and Trust Company is a family-focused, community bank headquartered in Beloit, Wisconsin. Chartered in 1882, First National Bank and Trust has grown to be a leading financial services institution offering products and services for consumers and businesses, as well as trust, retirement services, investment management, brokerage and insurance. We now serve nearly 30,000 households in 13 communities and 16 locations in Southern Wisconsin and Northern Illinois with assets of approximately $1.2 billion. We treat our customers, employees, shareholders and communities like family, with a goal of helping all our families succeed. Providing Sound Advice and delivering an exceptional experience has positioned First National Bank and Trust as a Stateline leader in the industry. For additional information, visit www.bankatfirstnational.com.

First National Bank and Trust: “Give us a try. We’ll treat you like family.”

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THINK BEYOND at ENTRECON® 2020.

THINK BEYOND at ENTRECON® 2020.

Building a Better, Brighter Future Together.

The business landscape is changing faster than ever. Never before has it been so important to THINK BEYOND the now.

 

Every year typically has some defining moments. 2020 will forever be seen as the year everything changed — and it’s forced everyone to live life and work differently.

 

With your safety as our primary concern, EntreCon® 2020 will be brought to you as a live, virtual conference. Much more than a series of webinars, we plan to host EntreCon® 2020 on the most fun and interactive virtual event platform available, allowing us to deliver more sessions, networking and helpful information to our business community than ever before.

 

EntreCon® is more than a conference: It’s creating a chain reaction of positive impact, elevating leadership and focusing on purpose. We will share inspiring stories of hope, learn from the experiences we’ve been going through, engage in meaningful discussion on moving forward beyond the struggles, make the important connections we need (despite not seeing each other in person) and have some fun!

 

This year we will:

  • Delve into all the issues you’re facing around the future of work.
  • Help you maximize the new way of working and give you the tools you need to be ready for the future.
  • Engage in dialogue and collaborative learning about the current multicultural and social justice issues of our times.
  • Learn how to build a more just and equitable environment within our organizations and communities.
  • Hear from a village of experts, thought leaders, executives, up-and-comers, and change-makers on how they’re moving forward.
  • Examine and demystify the sudden explosion of technology trends and tools.
  • Look at ways to build strong towns and vibrant communities.
  • Surround you with like-minded people and give you the opportunity to get answers to your most pressing questions.
  • Focus on ways to recharge and destress.

Registration link: https://www.eventbrite.com/e/entrecon-2020-business-and-leadership-conference-registration-80699886533?aff=VibrantCommunityPartner

 

Chamber members will receive a discount using code “Chamber”.

Phil Huber Named a Top 100 Influential Financial Advisor

Savant Wealth Management chief investment officer included in nationwide advisor list by Investopedia

ROCKFORD, Ill. (Oct. 29, 2020) – Savant Wealth Management (formerly Savant Capital Management), a nationally recognized, fee-only advisory firm headquartered in Rockford, announced today that Chief Investment Officer and Financial Advisor Phil Huber was selected by Investopedia as one of its Top 100 Most Influential Financial Advisors for 2020.

 

Huber was chosen from among 100,000 independent advisors across the country, based on his ability to reach a large and diverse financial audience through significant contributions to critical conversations about financial literacy, investing strategies, life-stage planning, and wealth management. This is the third year in a row that he was selected by Investopedia for this honor.

 

“Financial education is a critical component for our society,” said Huber, who works in Savant’s Lincolnshire office. “I am honored to be recognized for my part in helping others learn investing strategies that will affect their families for generations to come.”

 

Huber’s contributions to promote and amplify financial education and improve the practice of financial planning has been reflected in his national media appearances, including The Wall Street Journal, The New York Times, InvestmentNews, CityWire, RIA Magazine and Bloomberg TV. He also produces his own investing blog, bps and pieces.

 

“Phil’s commitment to coaching clients is second-to-none,” said Robert Morrison, Savant’s chief strategy and innovation officer. “He is dedicated to the financial well-being of our clients and community, and this honor from Investopedia reflects that.”

 

Investopedia is an online service intended to help its 17 million monthly U.S. users understand their finances, manage their money, and boost their investing skills. Click here to view the complete list of the Top 100 Most Influential Financial Advisors.

 

About Savant Wealth Management

Savant Wealth Management, formerly known as Savant Capital Management, is a leading independent, fee-only firm serving clients for 30 years with more than $8.3 billion in assets under management. Savant Wealth 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 headquartered in Rockford, IL, with locations in Bloomington, Chicago, Downers Grove, Freeport, Hoffman Estates, Lincolnshire, Naperville, Peoria, St. Charles, Sterling, and Wilmette, IL; Phoenix, AZ; Santa Fe, NM; Madison and Park Falls, WI; and McLean, VA. Please see Important Disclosures at savantwealth.com.

 

Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Savant Wealth Management is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. Unless expressly indicated to the contrary, Savant Wealth Management did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Savant Wealth Management by any of its clients. ANY QUESTIONS: Savant Wealth Management’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.

 

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Savant Named a Top 15 Firm in the Nation

Savant Wealth Management among top U.S. firms by number of advisors

ROCKFORD, Ill. (Oct. 29, 2020) – Savant Wealth Management has been named a top 15 firm by number of advisors, according to business information company Financial Planning.

 

A nationally recognized, fee-only wealth management firm headquartered in Rockford, Savant Wealth Management (formerly Savant Capital Management) was ranked No. 4 by number of advisors. At the time of the ranking, the firm had 79 advisors and managed $6.69 billion in assets.

 

Financial Planning named Savant to its top 15 list, which only included firms that specifically provide financial planning services to retail clients on a fee-only basis. Firms were required to serve at least 50 percent individual or high-net-worth clients, and could not take commissions or retain broker-dealer affiliations. Rankings also were based on the number of investment advisor representatives listed on SEC Form ADV as of May 1, 2020.

 

Through digital, print, social media, and live event platforms, Financial Planning is an industry resource for more than 460,000 financial planning professionals. Click here to view the complete top 15 list.

 

About Savant Wealth Management

Savant Wealth Management, formerly known as Savant Capital Management, is a leading independent, fee-only firm serving clients for 30 years with more than $8.3 billion in assets under management. Savant Wealth 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 headquartered in Rockford, with locations in Bloomington, Chicago, Downers Grove, Freeport, Hoffman Estates, Lincolnshire, Naperville, Peoria, St. Charles, Sterling, and Wilmette, IL; Phoenix, AZ; Santa Fe, NM; Madison and Park Falls, WI; and McLean, VA. Please see Important Disclosures at savantwealth.com.

 

Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Savant Wealth Management is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. Unless expressly indicated to the contrary, Savant Wealth Management did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Savant Wealth Management by any of its clients. ANY QUESTIONS: Savant Wealth Management’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.

 

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GOLDIE B. FLOBERG KICKS OFF MOTHER CHRISTMAS PROGRAM

Rockton: Mother Christmas Program is looking for help again this year to provide wonderful Christmas gifts for the members of the Goldie B. Floberg Center Family. Our clients are working on their wish lists and are excited for the Christmas season to come.

Beginning Monday, November 2nd, Mother Christmas will be taking calls at (815) 624-8431 or by e-mail at: motherchristmas@goldiefloberg.com. If you wish to buy a Mother Christmas gift, please call and receive a suggestion in the price range of $5.00-$30.00.

Please deliver gifts unwrapped to the Center at 58 W. Rockton Road, Rockton between the hours of 7:30 AM – 3:30 PM no later than Monday, December 14th.

Drop off sites are Casey’s General Store, 4650 East Rockton Road, Rockton and Getz Fire Equipment, 2420 Harrison Avenue, Rockford.

If you would like to choose a name but are unable to shop, Mother Christmas and her helpers will be happy to shop for you.

BELOIT HEALTH SYSTEM: NEW VISITOR RESTRICTIONS EFFECTIVE NOVEMBER 2:

NO VISITORS ALLOWED

BELOIT, WI. (October 30, 2020) – In an abundance of caution and until further notice, Beloit Health System has reinstated visitor restrictions to protect the health and safety of our patients, staff, and community. As COVID-19 continues to evolve, BHS has updated visitor restrictions to reduce the risk to our patients and staff. The following visitor policies remain in place:

– All visitors must be screened at the front entrance and pass a health screening process in order
to enter the facility.
Pediatric patients: two visitors per hospitalization
Pregnant women in labor or newly delivered: one visitor per hospitalization
Critical Care/End of Life situations: will be evaluated on a case-by-case basis by the Nursing Supervisor/Unit Director/Physician.

 

Unless an escort is required for a cognitively disabled or physically impaired patient, the escort must wait in their vehicle. Staff and hospital patients are not permitted to provide oversight to visitors who cannot care for themselves. Visitors should refrain from bringing in items (example: personal, food, beverage, flowers, etc.) to a patient, unless medically necessary.

We apologize for any inconvenience this may cause to you and your family. We recognize that these restrictions can be disappointing to our patients and visitors. We are taking these actions because the health and safety of you, our patients and care team remain our top priority during this heightened time of COVID-19. We encourage you to use video messaging, FaceTime, Skype, and phone calls to visit with your loved ones in the hospital. Video chat portals are also available for patient use. If you need
assistance, please call our main line at 608-364-5011. As public health remains top priority, proactive steps that the health system is currently taking include:

 Prescreening protocol is in effect, please call our designated hotline at: 800-303-5770.
 Please visit the BHS website for updates: beloithealthsystem.org
 More detailed information is available on the COVID-19 website cdc.gov/coronavirus

 

Helpful Reminders – Please continue to:
 Wear a mask or face covering that covers both your nose and mouth
 Practice good hand hygiene, using hand sanitizer or soap and water for at least 20 seconds
 Maintain social distancing of at least 6 feet
 Stay home when you feel unwell
 Continue to follow Public Health Guidance

About Beloit Health System
Beloit Health System is an independent community health system serving northern Illinois and southern Wisconsin. We offer world-class facilities and services to improve the overall health of the communities we serve with cornerstones for quality, engagement, integrity and patient satisfaction.

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If you would like more information about this release, please contact Megan Goggin, Manager of Marketing and Community Relations at Beloit Health System at 608.363.5714 or email

mgoggin@beloithealthsystem.org

National Business Women’s Week

October 19-23rd was National Business Women’s Week. The Women at Work Committee wanted to come up with a creative, and COVID friendly, way to celebrate some of the amazing local business women. The decision was to put together 5 baskets for 5 women, one each day of the week, and deliver them while also recognizing them on social media. Spreading a little happy around the community is always a great thing.

The committee is made up of Chair Angi Kolthoff, Katie Kelly, Lea Evers, Branda LaBuy, Cristina Cimino, and Kelly Maier. Each member requested donations from local businesses to fill the baskets and the generosity was much greater than they ever thought. In the end, the baskets were valued at over $1,200!

They opened nominations and the community answered by pouring love out for so many women that it made selecting 5 difficult for the committee. The honorees were:

Diana Weiser • DeeDee’s Main Street Coffee & Decor in Rockton
Laura Baluch • Barrick Switzer Long Balsley & Van Evera, LLP
Melissa McCormick • MX3 Business Solutions, Rockton/Roscoe Rotary Club
Chelsea Tyson • SENB Bank in Roscoe
Karen Arce • Medicare 411

 

Thank you again to everyone who nominated, sponsored, and donated. The mission of the Women @ Work Committee is to empower, educate, and celebrate women. It was fun and rewarding to be able to celebrate last week.

 

𝐒𝐏𝐎𝐍𝐒𝐎𝐑𝐒:

Edward Jones – Financial Advisor: Angi Kolthoff
Edward Jones – Financial Advisor: Lea Evers
Medicare 411• Tracey Fults
Bruce Biggers at PHMC.com
Mike Frank – State Farm Agent &Erik Abrahamsen – State Farm Agent

𝐃𝐎𝐍𝐎𝐑𝐒:

Anabel’s Cleaning Service
Beloit Club
Blain’s Farm & Fleet
DC Estate Winery
Dairyhäus
DeeDee’s Main Street Coffee & Decor
Edward Jones – Financial Advisor: Lea Evers
Erica’s Board Creations
Jenny Sarabia Portraits, LLC
Lifestyle Chiropractic Wellness
Louie’s Tap House
Lush Nail Spa
Mary Kay • Florence Haley
Mary’s Market Roscoe
Medicare 411 • Jessica Spencer
Meraki Salon + Studio
Pick-A-Dilly Antiques
Pizzazz Gift Boutique
State Rep Joe Sosnowski
RyCOM
SENB Bank
Sosnowski Szeto, LLP
Stillman Bank
Sugar Me Skin Care & Hair Removal
Tastefully Simple with Danielle Johns

Cornerstone Credit Union donates $17,500 to Local Organizations through FHL Bank Targeted Impact Fund Grant Program

FREEPORT, IL – Cornerstone Credit Union (CCU) was a recipient of a $15,000 grant as part of the Federal Home Loan Bank of Chicago’s (FHLB) Targeted Impact Fund. The FHLB grant program was created to provide member financial institutions with grants to support relief efforts for populations hardest hit by COVID-19, as well as to promote equity and opportunity for communities of color in Illinois and Wisconsin. CCU added $2,500 to the total amount as a dedicated corporate donation for this important effort. This grant is the second opportunity offered by the FHLB; Cornerstone was a recipient of a $20,000 grant through FHLB’s initial COVID-19 Relief Program in June 2020.

 

Gail Clore, Cornerstone Credit Union President/CEO, stated, “When applying for this FHLB grant, we determined housing sustainability for individuals and families was a key focus in our selection of recipients. This additional program will allow Cornerstone to provide much- needed funds to organizations serving those adversely affected in our service communities, which supports our ongoing mission of meaningful outreach.” Clore added, “We are proud to join the long list of community partners donating their resources in meaningful ways throughout the pandemic.”

 

Recipients include three organizations located in the 11-county area served by CCU, one in each of their branch location communities:

-$5,000 to Freeport Salvation Army Pathway of Hope Program
-$6,500 to Family Promise of Greater Beloit
-$6,000 to Twin Cities PADS Homeless Shelter in Sterling

 

Cornerstone is dedicated to their over 80-year commitment of local giving for local living. Established in 1939, Cornerstone Credit Union is a full-service, not-for-profit financial cooperative with $137 million in assets, serving nearly 13,000 members. Cornerstone offers service centers in Freeport, South Beloit, Sterling and Milledgeville. Membership is open to anyone living or working in the Illinois counties of Boone, Bureau, Carroll, JoDaviess, Lee, Ogle, Stephenson, Whiteside, and Winnebago; and Rock and Green counties in Wisconsin. Visit cornerstonecu.org to learn more.

CONTACT: Lorna Cote, Marketing Director, ph 815-235-5855 x4410; lcote@cornerstonecu.org

Savant Ranked as One of America’s Best Wealth Management Firms

 

Firm recognized by Barron’s and RIA Channel

ROCKFORD, Ill. (Oct. 8, 2020) – Savant Wealth Management (formerly Savant Capital Management), a nationally recognized, fee-only advisory firm headquartered in Rockford, has been named to Barron’s Top 100 Registered Investment Advisory (RIA) Firms ranking for 2020 and to RIA Channel’s Top 100 Wealth Managers list for 2020.

 

Barron’s, a weekly newspaper that reports on current financial information and market developments, weighed numerous factors in the rankings including technology spending, staff diversity, and succession planning. Throughout the years, Savant has been consistently recognized by the publication, most recently earning the No. 29 spot on its 2020 list of Top 100 RIA Firms in the nation. To view the complete list, click here.

 

RIA Channel, which provides educational investment content and events for the largest financial advisor community in the industry, ranked Savant #16 in its list of Top 100 Wealth Managers for 2020. The ranking includes wealth management firms based on size and growth in assets as of June 30, 2020, as reported to the SEC, regulatory data, organic research, and advisor surveys. Click here to view the complete list of Top 100 Wealth Managers.

 

Savant manages more than $8.3 billion in assets for its more than 6,300 clients worldwide. The firm has 18 offices located in Arizona, Illinois, New Mexico, Virginia, and Wisconsin. For more information about Savant Wealth Management, visit savantwealth.com.

 

About Savant Wealth Management

Savant Wealth Management, formerly known as Savant Capital Management, is a leading independent, fee-only firm serving clients for 30 years with more than $8.3 billion in assets under management. Savant Wealth 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 headquartered in Rockford, with locations in Bloomington, Chicago, Downers Grove, Freeport, Hoffman Estates, Lincolnshire, Naperville, Peoria, St. Charles, Sterling, and Wilmette, IL; Phoenix, AZ; Santa Fe, NM; Madison and Park Falls, WI; and McLean, VA. Please see Important Disclosures at savantwealth.com.

 

Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Savant Wealth Management is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. Unless expressly indicated to the contrary, Savant Wealth Management did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Savant Wealth Management by any of its clients. ANY QUESTIONS: Savant Wealth Management’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.

 

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Savant Announces Katie Calagui as Chief People Officer

Newly formed position created to assist in the strategic direction of the firm, talent expansion and development

ROCKFORD, Ill. (Oct. 7, 2020) – To continue building a best-in-class advisory and support team, Savant Wealth Management (formerly Savant Capital Management), a nationally recognized, fee-only advisory firm headquartered in Rockford, today announced that Katie Calagui has joined its team as chief people officer (CPO). As a newly formed and important position for Savant, the CPO will lead talent recruitment, retention, leadership development and training, and other initiatives to meet client needs, and support Savant’s overall business plan and strategic direction.

 

Calagui has more than 10 years of experience in the wealth management industry, serving in various roles such as financial advisor, director of corporate strategies, chief executive officer, and most recently, chief talent officer at Wipfli Financial. While at Wipfli, Calagui led the talent department and its overall strategy and organizational structure. In her role, she also was responsible for managing the firm’s recruitment, hiring, and learning and development initiatives, and enhancing employee experience.

 

As CPO with Savant, Calagui will focus on meeting and supporting the ever-changing needs of clients by recruiting, retaining, and developing staff, in addition to focusing on Savant’s firmwide culture and diversity and inclusion initiatives. Calagui will serve as a key contributor on the Executive Team, lead the Savant Human Capital Committee, and participate in the firm’s Advisory Leadership Team. She also will oversee Savant’s human resource department.

 

The CPO role will be especially important as Savant continues to grow via its M&A strategy. As the HR and talent development responsibilities evolve and continue to expand, Calagui will help ensure the team – new and existing – has the support to best serve clients.

 

“We are thrilled to announce Katie has joined Team Savant as chief people officer,” said Brent Brodeski, CEO of Savant. “As we continue to hire the best and brightest talent, Katie will be a strategic partner in how we recruit and develop talent and will serve as a mentor and trusted partner within the firm. Her expertise, mindset, and people skills will help enhance the strategic direction in which we are headed.”

 

“I am very excited to be part of the Savant team,” said Calagui. “I believe in Savant’s values, vision, and growth strategies and look forward to helping to continue to build a best-in-class team.”

 

As Calagui leads advisor recruitment efforts and creates exceptional onboarding and development experiences for newly hired advisors, she also will promote lifelong learning and opportunities for staff to develop and grow.

 

Calagui joined Team Savant on Oct. 1. For more information about Savant Wealth Management, visit savantwealth.com.

 

About Savant Wealth Management

Savant Wealth Management, formerly known as Savant Capital Management, is a leading independent, fee-only firm serving clients for 30 years with more than $8.3 billion in assets under management. Savant Wealth 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 headquartered in Rockford, with locations in Bloomington, Chicago, Downers Grove, Freeport, Hoffman Estates, Lincolnshire, Naperville, Peoria, St. Charles, Sterling, and Wilmette, IL; Phoenix, AZ; Santa Fe, NM; Madison and Park Falls, WI; and McLean, VA. Please see Important Disclosures at savantwealth.com.

 

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