Jerry S. Korabik

Jerry Korabik is a lead advisor and financial advisor at Savant, serving clients from the firm’s Rockford headquarters and St. Charles, Illinois, office, where he focuses on comprehensive financial planning for individuals, retirement plans, and not-for-profit organizations.

Jerry brings more than 35 years of experience in the financial services industry to his role. He works closely with clients on a wide range of planning needs, 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 strategies.

A CERTIFIED FINANCIAL PLANNER® professional, Accredited Investment Fiduciary Analyst® (AIFA®), and Chartered Retirement Plans Specialist℠ (CRPS®), Jerry advises clients with an emphasis on long-term planning and informed decision-making. His background spans both client-facing advisory work and the development of financial planning tools used across the industry.

Before joining Savant, Jerry served as vice president of the Financial Communications Group at Ibbotson Associates in Chicago. In that role, he led the development, sales, and delivery of analytical and presentation tools focused on asset allocation, mutual fund selection, disbursement planning, and wealth forecasting. He also trained thousands of financial professionals worldwide each year. Earlier in his career, Jerry held roles with PricewaterhouseCoopers, LLP, as a senior manager in the Financial Planning Solutions Group, and with Arthur Andersen, LLP as a retirement specialist.

Jerry is frequently quoted in national publications on topics related to financial planning and retirement. He earned a bachelor’s degree in finance from the University of Illinois Urbana-Champaign.

Jerry and his wife, Stefanie, have three children. He enjoys sports and outdoor activities with his family.