Kelli M. Peterson
CFP®, CPA, MPA
Financial Planning and Tax Specialist
Kelli is a financial planning and tax specialist in Savant’s Rockford, IL office and a member of the Planning Team. She works closely with the Advisory Team to prepare client financial plans and develop tax strategies for clients. She is responsible for gathering, organizing, and synthesizing client data to support financial advisors in developing planning and investment strategies. Kelli also works closely with Savant Tax & Consulting, a wholly owned subsidiary of Savant Capital, LLC, during tax season, preparing and reviewing personal and business income tax returns.
Kelli has been involved in the tax planning industry since 2011. Prior to joining Savant, she worked at an international food service supplier where her responsibilities included corporate tax strategy, planning, and compliance, along with implementation of new software systems for increased efficiencies.
Kelli earned both a bachelor of business administration (BBA) degree in accounting and a master of professional accountancy (MPA) degree from the University of Wisconsin-Whitewater. She is a CERTIFIED FINANCIAL PLANNERTM professional, a licensed certified public accountant (CPA), and a member of the American Institute of CPAs.
In her spare time, Kelli enjoys the outdoors, cooking for family get-togethers, and volunteering. She joined Team Savant in September 2015.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNERTM in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.