Patrick J. Curran

Helping business owners offer benefit plans to their workforce is rewarding in that you can impact a lot of lives and help provide financial stability for those that normally wouldn’t have access to a financial professional.

190 Buckley Drive Rockford, IL 61107

815.227.0300

Patrick is Savant’s retirement plan business development manager and works in our Rockford, IL headquarters.

Patrick specializes in all aspects of retirement plan and pension consulting, including plan design, operations, asset management, investments, fiduciary responsibility, and advanced fiduciary plan governance.

Patrick is an Accredited Investment Fiduciary® (AIF®), a Chartered Retirement Plans Specialist^SM (CRPS®), and a Cash Balance Coach (CBC®).

Patrick has been involved in the financial services industry since 2010. He was the director of retirement plan services for Capital Directions when it joined with Savant in 2023. Prior to joining Capital Directions, Patrick was the senior client consultant for Unified Trust Co. Before that, he was a financial advisor for a national brokerage firm and for a national financial services mutual organization.

Patrick earned a bachelor’s degree in business administration and economics from Saint John’s University in Collegeville, MN.

Patrick lives in Charlotte, NC with his wife Jenny and son Christian.

Education &
Designations

Saint John’s University
Bachelor’s in Business Administration and Economics
Accredited Investment Fiduciary® (AIF®)
Chartered Retirement Plans Specialist^SM (CRPS®)
Cash Balance Coach (CBC®)

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