Brennan’s Approach
Brennan D. Blecker
CFP®, EA, ChFC®
Business Development Officer
Overview
Brennan Blecker, CERTIFIED FINANCIAL PLANNER® professional and Chartered Financial Consultant® (ChFC®), serves as a business development officer at Savant’s headquarters in Rockford, Illinois, and the Middleton, Wisconsin, office. Brennan is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding. In addition, he is an Enrolled Agent (EA), licensed by the Department of the Treasury to practice before the Internal Revenue Service.
Brennan has been involved in the financial services industry since 2019. Before joining Savant, he worked as an insurance agent at Country Financial.
He actively engages with his communities through membership in the Waunakee and DeForest Windsor Area Chamber of Commerce, the Madison Estate Council, and the Rosecrance President’s Leadership Council in Rockford.
A Roscoe/Rockton native, Brennan earned a bachelor’s degree in finance from Illinois State University.
Outside of work, Brennan enjoys fishing, hiking, golfing, camping, cooking, and reading. He also loves spending time with his family, friends, and wife Anika.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Education
- Illinois State University
Bachelor’s in Finance
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
- Enrolled Agent
- Chartered Financial Consultant®
Affiliations
- Waunakee Chamber of Commerce – member
- DeForest Windsor Area Chamber of Commerce – member
- Madison Estate Council – member
- Rosecrance President’s Leadership Council – member
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
All Insights by Brennan D. Blecker
1 insight
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CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.