Gabe is a financial advisor in Savant's St. Charles, Hoffman Estates, and Chicago, IL offices, is a member of the Advisory Team, and has a membership interest in Savant. He has been involved in the financial services industry since 2003 and has helped numerous families over the years turn assorted financial goals and interests into unified, integrated financial plans. He is responsible for managing all aspects of the financial planning and investment process for clients. Gabe routinely meets with clients, advisors, portfolio managers, and planners to determine and coordinate effective planning, investment, and tax strategies. He particularly enjoys discussing multi-generational wealth planning, tax-efficient investing, and wealth accumulation strategies.
Gabe is a regular guest speaker for corporations, foundations, civic organizations, and professional associations. Some of his public speaking topics include wealth disparity and asset building, maximizing Social Security benefits, and portfolio distribution strategies in retirement.
Gabe earned a bachelor of science degree in finance from the University of Phoenix. He is a Chartered Retirement Planning CounselorSM (CRPC®) and a CERTIFIED FINANCIAL PLANNER™ professional.
Outside of work, Gabe can be found on a tennis court, at the local CrossFit gym, or outdoors with his family. He was raised in Florida and has been a resident of the Chicago metro area for nearly 20 years. He resides in St. Charles with his wife and two children.
Gabe joined Team Savant in July 2011.
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.