Savant Capital Management, a nationally recognized, fee-only wealth management firm, is pleased to recognize Stephen Lorence for receiving the CERTIFIED FINANCIAL PLANNER™ certification and to announce it has added several new employees to its Rockford headquarters, including to its growing Retirement Plan Services Team, which is responsible for building and administering retirement plans for companies.
Lorence is a financial advisor with Savant and recently earned the CERTIFIED FINANCIAL PLANNER™ certification. The CFP® certification process, administered by the CFP Board, shows that individuals have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. Lorence joined Savant in 2017 and has been involved in the financial services industry since 2013.
Additions to the Retirement Plan Services Team
Kristen Abramowicz joined Savant as an administrative assistant for the firm’s Retirement Plan Services Team. She is responsible for managing phone calls and preparing and distributing business development and plan conversion materials. She has been involved in the financial services industry since 2015.
Stephanie Baxter joined Savant as a conversion specialist for the firm’s Retirement Plan Services Team. She ensures that new retirement plan clients experience a smooth transition to the firm’s Ideal 401(k) platform. She has been involved in the retirement plan services industry since 2000.
Patricia Hutchinson joined Savant as the manager of Retirement Plan Services. She is responsible for leading the RPS Team and developing and executing a roadmap for success. Hutchinson also is a member of the firm’s Women’s Wealth Initiative committee, an internal panel that helps guide corporate efforts to empower, inform, and inspire women about financial issues. She has been involved in the financial services industry since 2006.
Margaret McDonald joined Savant as an administrative assistant for the firm’s Retirement Plan Services Team. She performs a variety of tasks to support the servicing of retirement plan clients. McDonald has been involved in the financial services industry since 2017.
Additional New Team Members
Jennifer Charlesworth joined Savant as a client services representative. She works closely with clients, their advisors, and financial custodians to ensure daily client needs are met. Charlesworth has been involved in the financial services industry since 1999.
Casey Christianson joined Savant as an associate in the firm’s Accelerated Career Development Program. This advisor training program allows employees to gain broad exposure to the foundational areas of Savant while acquiring valuable knowledge and experience for a successful transition to a financial advisor. Christianson has been involved in the financial services industry since 2015.
Kathryn Copeland joined Savant as the facilities assistant. She is responsible for day-to-day facilities and building maintenance. Copeland has been involved in varying capacities of business since 1985, with experience in marketing, customer service, and operations.
Justin Smith joined Savant as a financial advisor. He is responsible for managing all aspects of the financial planning and investment process for Savant’s clients. Smith is a CERTIFIED FINANCIAL PLANNER™ professional and has attained his Chartered Financial Analyst® (CFA®) designation. He is a regular guest speaker for various bar associations and CPA societies on the topics of Social Security and tax efficient retirement strategies. Smith has been involved in the financial services industry since 2005.
Marci Ward joined Savant as the marketing assistant. She performs a variety of duties to support the marketing, sponsorship, and public relations efforts of the firm.
About Savant Capital Management
Savant Capital Management is a leading independent, nationally recognized, fee-only firm serving clients for 30 years with more than $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 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 the advisor’s services. Please Note: "Ideal" is not intended to give assurance as to achieving successful results. Different types of investments involve varying degrees of risk.
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.