CFP®, CRPC®, BFA™
Financial Advisor / Member Owner
Helping provide peace of mind is how I define success. When faced with unknowns about the future, having a strategic financial plan can help provide clarity and reduce uncertainty. My goal is for my clients to take comfort knowing they have a professional behind them managing the complex strategies so they can focus on what matters most: living their lives.
Libby is a financial advisor in Savant’s Rockford, IL headquarters. She has a membership interest in Savant.
The integration of behavioral economics into Libby’s planning strategies can help bring the sometimes-overlooked human element to financial planning. Things that can look great on a spreadsheet may not make sense in the context of an individual’s life, and that needs to carry as much weight as the bottom line.
As a CERTIFIED FINANCIAL PLANNER® professional, Chartered Retirement Planning Counselor (CRPC®), and Behavioral Financial Advisor™ (BFA™), Libby 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.
Libby has been involved in the financial services industry since 2003. Prior to becoming a financial advisor, she worked for Savant as a client services representative. Before that, she was a member of the Retirement Plan Services team working with qualified plans. Prior to joining Savant, Libby was a customer service manager for a local bank. Her responsibilities included audits, compliance, and daily operations. She also focused on customer service excellence, problem resolution, and new client acquisition.
Libby is a founding member of Wise Women, an initiative that inspires, informs, and empowers women to pursue their best financial futures. She actively participates in the Rockford community by volunteering with various non-profits, serving on committees, and supporting local events. She is a member of the Illinois Growth Enterprises board and is a graduate of the Leadership Rockford program through the Rockford Chamber of Commerce.
Libby earned a bachelor of arts degree in economics with a focus on finance from Rockford University.
Libby, her husband Mike, and their combined four children live in Rockford where she was born and raised. She loves to read, travel whenever possible, spend time with friends and family, and lead a healthy and active lifestyle.
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.