Lorene K. Shaw

CPA, CFP®, CDFA®

Director of Tax & Consulting / Member Owner

555 S. Randall Road Suite 100 St. Charles, IL 60174
630.587.0193

Rene is a director of Savant Tax & Consulting in our St. Charles, IL office. She has a membership interest in Savant.

Rene excels at transitioning new clients and preparing individual, corporate, and partnership tax returns. She is a Certified Public Accountant (CPA), a CERTIFIED FINANCIAL PLANNER® professional, and a Certified Divorce Financial Analyst® professional.

Rene has been involved in the financial services industry since 1982. Prior to joining Savant, she was a partner at Green, Plagge & Shaw, where she specialized in tax planning and preparation, financial reporting, and business management consulting.

Rene is involved with the Illinois CPA Society, the American Institute of Certified Public Accountants, and the Financial Planning Society.

Rene graduated magna cum laude with a bachelor of science degree in accounting from Northern Illinois University. She has two adult sons and enjoys yoga and outdoor activities.


Education &
Designations

  • Northern Illinois University
    Bachelor of Science in Accounting, magna cum laude
  • Certified Public Accountant (CPA)
  • CERTIFIED FINANCIAL PLANNER® professional
  • Certified Divorce Financial Analyst® professional

Affiliations &
Community Service

  • Illinois CPA Society – member
  • American Institute of Certified Public Accountants (AICPA) – member
  • Financial Planning Society – member

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.

Contact Lorene

"*" indicates required fields

WITHDRAWAL OR TRADE POLICY: SAVANT IS NOT RESPONSIBLE FOR PLACING ANY TRADES FROM INSTRUCTIONS LEFT VIA ELECTRONIC MAIL OR VOICE MAIL. Please note that we will not act upon withdrawal or trade instructions via electronic mail or voice mail request without first acknowledging a correct understanding of the request with you. If you do not receive a response from us, please contact us by telephone (866-489-0500) to ensure that we received your request.

Please remember to contact Savant, in writing, if there are any changes in your personal financial situation or investment objectives for the purpose of reviewing our previous recommendations and/or services, or if you want to impose or modify any reasonable restrictions to our investment advisory services. Savant shall continue to rely on the accuracy of information that you have provided. Please be advised that there can be no assurance that any email request will be reviewed and/or acted upon on the day it is received. A copy of our current written disclosure Brochure and Form CRS discussing our advisory services and fees continues to remain available for your review upon request or at savantwealth.com.

I consent to sharing my information with Savant. By proceeding, you agree to receive communication from Savant. You can opt out at any time.

This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is for validation purposes and should be left unchanged.

Contact