Life at Savant with Denise Lopez


Denise Lopez, Savant Wealth Management, Rockford, IL

I really enjoy mentoring and training my colleagues, setting up efficient procedures, and sharing insights to help improve our tax processes. It’s fulfilling to see how this contributes to our culture of growth and lifelong learning here at Savant.

I’m proud to work at Savant, not only because of the meaningful work we do but also because of the incredible team I’m a part of. The collaborative spirit and support we offer each other make every day rewarding. Plus, the work-life balance Savant fosters allows me to excel professionally while still enjoying time for personal pursuits, which is something I truly appreciate.

And on top of that, I’m passionate about bringing in new technology to improve service and to simplify our workflow. It’s incredibly rewarding to see how these innovations can help our team thrive.


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DISCLAIMER: Life at Savant testimonials reflect personal experiences from Savant team members and are intended to share insights into our workplace culture. They should not be construed as a testimonial of Savant’s advisory services or client experiences.

About Savant Wealth Management

Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for over 30 years. As a trusted advisor, Savant Wealth 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.

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Savant Wealth Management (“Savant”) is an SEC registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy, including the investments and/or investment strategies recommended and/or undertaken by Savant, or any non-investment related services, will be profitable, equal any historical performance levels, be suitable for your portfolio or individual situation, or prove successful. Please see our Important Disclosures.

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