ROCKFORD, Ill. (Oct. 14, 2021) — Savant Wealth Management, a nationally recognized, fee-only wealth management firm, announced that several of its employees have earned some of the highest and most-respected financial industry designations. Lifelong learning through these and other programs is one of Savant’s core values to help build trust and provide peace of mind in helping clients pursue their ideal futures.
Drake Grindle, a financial advisor in Rockford, earned the Certified Exit Planning Advisor (CEPA) credential from the Exit Planning Institute. As a CEPA, Grindle can further engage with business owners by offering value-added conversations around growth and helping with successful business succession planning. Grindle has been involved in the financial services industry since 2015. He also is a Certified Public Accountant, a CERTIFIED FINANCIAL PLANNER™ professional, and a member of the American Institute of Certified Public Accountants.
Stacy Roggensack, a compliance specialist and document imaging supervisor in Rockford, earned the Investment Adviser Certified Compliance Professional (IACCP®) certification. The designation is given to those who have completed the IACCP® program, which includes a certifying exam, certain work experience, ethics, and continuing education requirements. Roggensack has been involved in the financial services industry since 2006.
Casey Christianson, a financial advisor in Rockford, earned the Chartered Retirement Planning Counselor (CRPC®) distinction. The CRPC® program is available to professionals who specialize in creating, implementing, and mainstreaming retirement plans for businesses. To receive the designation, individuals must pass an exam that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. Christianson is also a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Consultant®.
Martin Perdoux, a financial advisor in Wilmette, and Paulina Ksiazek, a financial advisor in Lincolnshire, earned their CERTIFIED FINANCIAL PLANNER™ professional certifications. The process, administered by the CFP Board, identifies to the public that those authorized to use the CFP® certification marks in the U.S. have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when working with clients. Perdoux has been involved in the financial services industry since 2013 and Ksiazek since 2015.
Dan Crowley, an investment research analyst in Chicago, earned the Chartered Financial Analyst (CFA®) designation, one of the highest distinctions in the investment management profession. A CFA® is given to those who have completed the CFA® Program, a three-part exam that tests the fundamentals of investment tools, valuing assets, portfolio management, and wealth planning, and to those who meet acceptable work experience criteria. Crowley has been involved in the financial services industry since 2016. He also is a CERTIFIED FINANCIAL PLANNER™ professional.
Laura Daly, a client services supervisor in Lincolnshire, and Missy Howard, a client services representative also in Lincolnshire, received the Financial Paraplanner Qualified ProfessionalTM designation. The designation is an industry benchmark for entry-level financial planning credentials that provides individuals with practical financial knowledge and can be used to assist planners and advisors. Daly has been involved in the financial services industry since 2000 and Howard since 1988.
About Savant Wealth Management
Savant Wealth Management is a leading independent, fee-only firm serving clients for over 30 years with more than $11 billion in assets under management and assets under advisement. Savant Wealth Management offers investment management, financial planning, retirement planning, 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; Greenwood, IN; Plymouth, MI; Santa Fe, NM; Madison and Park Falls, WI; and McLean, VA.
Savant Wealth Management (“Savant”) is an SEC registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Please see Important Disclosures at savantwealth.com.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The achievement of any professional designation, certification, degree, or license, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Savant is engaged, or continues to be engaged, to provide investment advisory services.