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Thomas J. Ptacin

CFP®, AIF®, CRPS®, MBA

Financial Advisor / Member Owner

190 Buckley Drive Rockford, IL 61107
815.227.0300

Tom is a financial advisor in Savant’s Rockford, IL headquarters. He has a membership interest in Savant.

As a CERTIFIED FINANCIAL PLANNER® professional, Accredited Investment Fiduciary® (AIF®), and Chartered Retirement Plan SpecialistSM (CRPS®), Tom 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.

Tom has been involved in the financial services industry since 1998. Prior to joining Savant, he held positions in trading and management with a large insurance company. His strong background in investment operations has been pivotal in the successful execution of trading and other portfolio management and reporting functions at Savant.

Tom earned a bachelor of science degree in business administration with an emphasis in finance and economics from the University of Wisconsin-Eau Claire and a master of business administration (MBA) from the University of Montana.

Tom and his wife Kari have two children, Thomas and Anna. He is an avid outdoorsman who enjoys fishing, travel, tennis, golf, and spending time with children.

Education &
Designations

  • University of Wisconsin-Eau Claire
    Bachelor of Science in Business Administration with an emphasis in Finance and Economics
  • University of Montana
    Master of Business Administration (MBA)
  • CERTIFIED FINANCIAL PLANNER® professional
  • Accredited Investment Fiduciary® (AIF®)
  • Chartered Retirement Plan SpecialistSM (CRPS®)

 

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.