CFP®
Lead Advisor / Financial Advisor / Member Owner
I love what I do because our goal is to help our clients have happier relationships and more fulfilling lives. We understand that every situation is unique and that each client needs a financial plan that reflects their life and their financial goals.
Lois is a lead and financial advisor in Savant’s Chicago Northcenter office. She has a membership interest in Savant.
Lois’s work with clients is elevated beyond just the technical and encourages positive financial change in their lives. As CERTIFIED FINANCIAL PLANNER® professional, Lois 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.
Lois has been involved in the financial services industry since 1997. She owned a Chicago-based accounting firm for 13 years and transitioned it into a fee-only comprehensive financial planning firm after she and her husband were unable to hire a fee-only planner who could meet their needs. Understanding the wider business opportunity, Lois opened Basil Financial Group in the Northcenter neighborhood of Chicago in 2011. It joined with Savant in 2023.
Lois believes in giving back to her profession, her community, and her church. She served on the board of the Alliance of Comprehensive Planners for four years and as its president in 2017. She is very active in her church, singing in the choir, served as treasurer, and has travelled to Appalachia five times to assist with emergency home repair.
Lois earned a bachelor of arts degree in accounting from Augustana College. She is a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).
Lois and her husband Greg cherish their time spent with family. They live in the Lincoln Square neighborhood of Chicago. Her oldest daughter, Hannah, is a financial advisor at Savant. Lois enjoys bike riding, traveling, reading, and visiting botanic gardens.
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.