Dallas J. Traser

CFP®, MOL

Financial Advisor

At Savant, our goal is to help people feel secure and empowered regarding their financial future. I am extremely proud to be part of a company that cares so much about people.

190 Buckley Drive Rockford, IL 61107
815.227.0300

Dallas has been involved in the financial services industry since 2022. Prior to joining Savant, he worked for Collins Aerospace.

Dallas earned a bachelor of arts degree in psychology from Clarke University in Dubuque, IA, and a master of organizational leadership (MOL) degree from the University of Saint Francis in Ft. Wayne, IN. He is a CERTIFIED FINANCIAL PLANNER® professional.

Dallas has an older sister in Ft. Wayne. He and his family enjoy going on walks at Rock Cut State Park, running, and spending time with friends.


Education &
Designations

  • Clarke University
    Bachelor of Arts in Psychology
  • University of Saint Francis
    Master of Organizational Leadership (MOL)
  • CERTIFIED FINANCIAL PLANNER® professional

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® 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.