Jacob’s Approach
Jacob D. Danowski
CFP®, CEPA®
Financial Advisor
Overview
Jacob “JD” Danowski serves as a financial advisor in Savant’s Lincolnshire, Illinois, office. Jacob helps business owners plan for life beyond their companies while working to strengthen the value of their organizations ahead of an eventual exit. He also guides individuals and families through a wide range of personal financial decisions.
As a CERTIFIED FINANCIAL PLANNER® professional and Certified Exit Planning Advisor (CEPA), Jacob provides holistic planning that includes wealth transfer and philanthropy, proactive income and estate tax strategies, retirement cash flow planning, retirement income optimization, insurance analysis, debt management, and education funding.
He entered the financial services industry in 2015. Before joining Savant, he worked in community bank securities sales and trading for an investment banking firm. His background also includes underwriting and sales roles in private mortgage insurance and commercial insurance.
Jacob earned a bachelor’s degree in finance from the University of Wisconsin–Milwaukee. He grew up in Racine, Wisconsin, and now lives in Cary, Illinois. He enjoys golfing, fishing, hiking, traveling, trying new foods, and cheering on his favorite sports teams.
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
- University of Wisconsin–Milwaukee
Bachelor of Science in Finance
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
- Certified Exit Planning Advisor®
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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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.