Theresa A. Harezlak
Theresa is a financial advisor in Savant’s Rockford, IL office, is a member of the Advisory Team, and has a membership interest in Savant. She is a co-founder and member of the Women's Wealth Initiative committee, an internal panel that helps guide corporate efforts to empower, inform, and inspire women about financial issues. She previously co-founded the impetus behind Savant's Women's Wealth Initiative, Savvy Women, a group created to educate and empower women to establish and maintain their financial independence. Theresa is responsible for managing all aspects of the financial planning and investment process for Savant’s clients. She routinely meets with clients, advisors, portfolio managers, and planners to determine and coordinate effective planning, investment, and tax strategies.
Theresa has been involved in the financial services industry since 1988. Prior to joining Savant, she spent 19 years with a local trust and investment group where she served as a vice president specializing in high net worth individuals and corporate retirement plans. She has experience in asset management, personal trusts, corporate retirement plans, insurance, banking, and all aspects of the wealth management planning process.
Theresa earned a bachelor of arts degree in business administration from the University of Iowa. She is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Divorce Financial Analyst® (CDFA®), a graduate of the College of Financial Planning, and has received extensive training from Cannon Financial Institute’s Personal Trust and Employee Benefit Trust Schools. Theresa is a past board member for the Center for Economic Progress (CEP), a non-profit organization headquartered in Chicago that offers free tax preparation and financial counseling to low-income families.
Theresa and her husband John have two sons. She was born and raised in Rockford and enjoys volunteering, entertaining friends, outdoor activities, and spending time with her family.
Theresa joined Team Savant in September 2007.
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.