Stephen C. Lorence
Steve is a financial advisor in Savant’s Rockford, IL office and a member of the Advisory Team. He is responsible for managing all aspects of the financial planning and investment process for Savant’s clients. He regularly meets with clients, advisors, portfolio managers, and planners to determine and coordinate effective planning, investment, and tax strategies.
Steve has been involved in the financial services industry since 2013. Prior to joining Savant, he worked at a nationwide financial advisory firm as a relationship manager, facilitating the financial planning process for clients.
Steve earned a bachelor of science degree in finance with a focus on financial services and management from Kansas State University. He is a CERTIFIED FINANCIAL PLANNER™ professional. He serves on the board of trustees at Burpee Museum of Natural History, and he has a passion for sports, both playing and spectating.
Steve joined Team Savant in January 2017.
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.