J. Peter Doyle
Pete has more than 30 years of tax planning, wealth management, and consulting experience. Prior to joining Savant, he founded Doyle Financial, a financial planning firm; held financial management positions at several leading Fortune 500 companies; and was a consultant at Price Waterhouse.
Pete earned a bachelor’s degree in accounting from Miami University in Oxford, OH and is a CERTIFIED FINANCIAL PLANNER™ professional. He is a Certified Public Accountant (CPA) and holds the Personal Financial Specialist (PFS) credential, issued by the American Institute of Certified Public Accountants (AICPA).
Pete is a board member of St. Matthew Lutheran Church in Barrington, IL. He and his wife Debbie have three children. They live in the northwest suburbs of Chicago and enjoy sports, movies, and travel.
I believe that a plan is the foundation of every successful life endeavor. The planning process shouldn’t be thought of as a one-time “event” but rather part of an ongoing dialog between the advisor and client to ensure that the plan remains relevant and reflects where the client is in their life journey.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.