Savant Capital Management, a nationally-recognized, fee-only wealth management firm headquartered in Rockford, announced today that eight additional employees have purchased ownership interests in Savant and have become employee-members of the company. The new employee-members include Allison Alexander, Michelle Angileri, Jacob Davenport, Scott Demler, Gabe Gonzalez, Sarah McGinniss, Tony Spangenberg, and Lora Stevens McKee.
“We are excited to share the news of the firm’s expanded employee ownership,” said Brent Brodeski, CEO of Savant. “The additional ownership continues to position Savant to remain independent and to carry on our services for many generations to come.”
About the New Owners
Alexander is a financial advisor in the firm’s Rockford office and is a member of the Advisory Team. She has been involved in the financial services industry since 1985 and with Savant for four years.
Angileri is located in the firm’s Rockford office, serves as the marketing and community outreach supervisor, and is a member of the Administrative Team. She has been involved in the marketing and communications industry since 2005 and with Savant for more than seven years.
Davenport is the portfolio accounting supervisor in the firm’s Rockford office and is a member of the Implementation Team. He has been with Savant for five years.
Demler is a financial advisor in the firm’s Rockford office and is a member of the Advisory Team. He has been involved in the financial services industry since 2007 and with Savant for nearly nine years.
Gonzalez is a financial advisor in the firm’s St. Charles, Hoffman Estates, and Chicago offices and is a member of the Advisory Team. He has been involved in the financial services industry since 2003 and with Savant for nearly eight years.
McGinniss, who joined Savant as an intern, is now a financial advisor in the firm’s Madison, Wisconsin office and is a member of the Advisory Team. She has been with Savant for nearly four years.
Spangenberg is a financial advisor in the firm’s Wilmette office and is a member of the Advisory Team. He has been involved in the financial services industry since 2007 and with Savant for more than two years.
Stevens McKee is a client services supervisor in the firm’s Rockford office and is a member of the Concierge Team. She has been involved in the financial services industry since 1998 and with Savant for more than 15 years.
Savant Capital Management is a leading independent, nationally-recognized, fee-only firm serving clients for 30 years with nearly $6 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 featured 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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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. Please Note: LIMITATIONS: Neither rankings and/or recognition by unaffiliated rating services, publications, or other organizations, nor the achievement of any designation or certification, should 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 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 (see link[s] as to participation data). No ranking or recognition should be construed as a current or past endorsement of Savant by any of its clients. ANY QUESTIONS: Savant’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking.
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.