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string(3248) "Brent is the founder and CEO of Savant and works in our Rockford, IL headquarters. He has a membership interest in Savant.
Brent is a Certified Public Accountant (CPA), a CERTIFIED FINANCIAL PLANNER® professional, and a Chartered Financial Analyst® (CFA®). He has been involved in the financial services industry since 1988 and previously taught investment and finance courses at Rock Valley College, Rockford University, and Northern Illinois University.
Brent is a co-founder and past president of Zero Alpha Group (ZAG), an industry association. He is also a co-founder of the Alliance for RIAs (aRIA), a prestigious industry group. Brent was a long-term participant in Vistage (previously known as TEC) and The Strategic Coach™. He is currently a member of the Young Presidents' Organization (YPO) and serves on the boards of the NIU Foundation and the RVC Foundation.
Brent was named by
Chicago magazine as the #1 independent financial advisor for the Chicagoland area in 2008 and one of the nation’s top professional advisors by J.K. Lasser. In 2017 he was ranked by
Forbes as #40 on their top 250 wealth advisors list. From 1997 until the survey ended in 2008, Brent appeared on
Robb Report Worth magazine’s “The Nation’s 100 Most Exclusive Wealth Advisors” list. In 2011, Brent was named the nation’s 10
th “Most Experienced Independent Financial Advisor” by
Bloomberg Businessweek. Brent was named “one of the 17 people advisors should watch in 2017” by
Financial Planning magazine. He is a frequent speaker at industry conferences and events and is recurrently featured in local, industry, and national media. Brent was named to
Barron’s Advisor Hall of Fame in 2019, an award presented to one percent of all advisors in the industry, and has appeared in at least 10 of
Barron’s annual Top 100 Advisor rankings. Under Brent’s leadership, Savant was named to the Inc. 5000 annual list of fastest-growing private companies in America in 2023. In 2024, Brent was named to the Chicago Titan 100, which recognizes the Chicago area’s most accomplished business leaders, and was named CEO of the Year by WealthManagement.com for individual RIA firms with $20+ billion in assets under management.
Brent received the Distinguished Finance Alumnus Award from NIU in 2018. He likewise received the Distinguished Alumnus Award from RVC in 2014. He received the Alumni Excellence Award from Boylan Catholic High School in 2015. In 2017 Brent was named “Citizen of the Year” by the Rockford Chamber of Commerce.
Brent earned a bachelor of science degree in finance and economics and a master of business administration (MBA) degree with an emphasis in accounting from NIU.
Brent is married to Sharon and has four children and three grandchildren. In their free time, they enjoy traveling, wine, collecting art, boating, fine dining, and spending time with family and friends at their summer lake house in Lake Geneva, WI and in Naples, FL during winters. During the 2020 pandemic he and Sharon became level 3 sommeliers."
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string(17) "Brent R. Brodeski"
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string(1980) "Allison is a financial advisor in Savant’s Rockford, IL and Chicago Loop offices. She has a membership interest in Savant.
Allison specializes in working with people undergoing significant transitions, e.g., retiring, losing a spouse, experiencing divorce, or selling a business. She helps each client create their “new normal” and become comfortable with a new comprehensive financial plan.
As a CERTIFIED FINANCIAL PLANNER® professional, Certified Public Accountant (CPA), and Certified Divorce Financial Analyst® professional, Allison 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.
Allison has been involved in the financial services industry since 1985. Prior to joining Savant, she gained financial reporting experience in public accounting and private industry. After her tenure at a “Big Eight” firm, she managed the financial reporting team for an insurance company in Chicago.
Allison is a founding member of
Wise Women, an initiative that inspires, informs, and empowers women to pursue their best financial futures. She is a member of the American Institute of Certified Public Accountants, the Illinois Certified Public Accountant Society, and the Institute of Divorce Financial Analysts.
Allison is an active member of the Rockford Garden Club and the Union League Club of Chicago. She graduated with high distinction (top 10%) from the Kelley School of Business at Indiana University and earned a bachelor of science degree in accounting.
Allison has three children, Grace, Max and Jack. Among many interests, she enjoys reading, skiing, biking, hiking, gardening, cooking, music, and spending time with family and friends in Lake Geneva, WI."
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string(20) "Allison A. Alexander"
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string(246) "Allison has been involved in the financial services industry since 1985. She is a member of the American Institute of Certified Public Accountants, the Illinois Certified Public Accountant Society, and the Institute of Divorce Financial Analysts."
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string(855) "Trey is a financial advisor in Savant’s Rockford, IL headquarters.
As a CERTIFIED FINANCIAL PLANNER® professional, Trey 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.
Trey has been involved in the financial services industry since 2017 when he began as an intern with Savant. Prior to joining Savant, he started a locally grown produce company that sold to high-end restaurants. He also was a crew manager for Ambrose Greenhouse & Landscaping.
Trey earned a bachelor of business administration degree from the University of Wisconsin-Whitewater. He enjoys boating, fishing, and working on his five-acre hobby farm."
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string(1476) "Matt 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 Plans SpecialistSM (CRPS®), Matt 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.
Matt has been involved in the financial services industry since 2005. He is an active member of the Rockford Cosmopolitan Service Club. In 2010, Matt received the Cosmopolitan International President of the Year Award and was recognized by the Rockford Chamber of Commerce as one of their “40 Leaders Under 40.” He is a graduate of Leadership Rockford and the Rockford Leadership Alliance.
Matt earned a bachelor of arts degree in business administration with an emphasis in marketing from Augsburg University in Minneapolis, MN.
Matt, his wife Natalie, and their two children, Lily and Harrison, live in South Beloit, IL. He was born and raised in the Rockford area and enjoys sports, history, grilling, and spending time outdoors. He was a college golfer and takes pleasure in playing golf whenever he has spare time.
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string(1274) "Tracy is a financial advisor in Savant’s Rockford, IL headquarters. He has a membership interest in Savant.
As a CERTIFIED FINANCIAL PLANNER® professional and an Accredited Investment Fiduciary® (AIF®), Tracy 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.
Tracy has been involved in the financial services industry since 1998. Prior to joining Savant, he helped companies develop, install, and maintain employee benefit programs.
Tracy earned a bachelor of science degree in economics/finance from Rockford University and a master of science in financial services from The American College in Bryn Mawr, PA.
Tracy and his wife have two children. He is an outdoor enthusiast and enjoys fishing, hiking, and camping. He and his family also enjoy traveling to new places that connect them to the outdoors. Tracy has a passion for cooking (and eating) good food. During the summer months you’ll find him smoking meats (real BBQ) and crafting wood-fired pizzas in the evenings.
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string(1723) "Rick is a financial advisor in Savant’s Rockford, IL headquarters. He has a membership interest in Savant.
As a CERTIFIED FINANCIAL PLANNER® professional, Chartered Financial Consultant® (ChFC®), and Certified Retirement Plan SpecialistSM (CRPS®), Rick 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.
In addition, Rick received his Life Underwriter Training Council Fellowship (LUTCF®) designation after completing several courses on personal planning, business continuation, deferred compensation, and retirement planning. He continued his education through the American College in Bryn Mawr, PA, where he earned his Chartered Life Underwriter® (CLU®) designation.
Rick has been involved in the financial services industry since 1992. Prior to joining Savant, he spent his entire career assisting individuals and businesses with the protection and growth of their assets. He served as vice president in the Institutional Trust and Custody Department of a major bank, where he worked with investment management and retirement plan services.
Rick earned a bachelor of science degree in sports management with a minor in business administration from The University of Wisconsin-La Crosse.
Rick has served the community in many capacities within the YMCA, Janesville Youth Baseball, and CYO Basketball. He enjoys sports, physical fitness, outdoor activities, and traveling with his family."
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string(1985) "Teryn is a financial advisor in Savant’s Rockford, IL headquarters. She takes pride in partnering with her clients to develop a financial plan that aligns with their individual goals.
As a CERTIFIED FINANCIAL PLANNER® professional and Certified Trust and Financial Advisor (CTFA), Teryn 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. In addition, Teryn is an Equity Compensation Associate (ECA), conferred by the Certified Equity Professional Institute at Santa Clara University.
Teryn has been involved in the financial services industry since 2009. Before transitioning to her current role, she was a senior financial planner for Savant, where she worked with the Advisory Team to prepare client financial plans and develop tax strategies for clients.
Teryn is a member of
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Teryn earned a bachelor of science degree in business administration from Indiana University where she graduated with highest distinction.
In her spare time, Teryn enjoys reading all genres of literature, walking her Pyrenees dog (or more accurately, her dog walking her), and crafting. With six sisters, you can find her spending most of her spare time with them. She loves to travel and is on a mission to do more of it! Her dream destination is Australia."
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string(19) "Teryn A. Fitzgerald"
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string(2000) "Jake is both an advisor and leader of the advisory team in Savant’s Rockford and Freeport, IL offices. He has a membership interest in Savant.
Jake is passionate about aligning an individual’s values system with their financial goals and strives to empower clients with an understanding of finance that meets their desire and appetite for information. As a
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Jake serves on the board of directors for the Severson Dells Education Foundation and the Illinois Area YMCA, an endowment fund that benefits local YMCA staff and volunteers in Illinois and Indiana. In 2016 he was recognized by the Rockford Chamber of Commerce as one of 40 Leaders Under Forty. He is regularly named on
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Jake been involved in the financial services industry since 2007. He is a summa cum laude graduate of Northern Illinois University with a bachelor of science degree in finance and a minor in history.
Jake and his wife Mackenzie are proud parents of their children, Truman and Cecelia, and continually honor the memory of their son, Theodore. Jake is an avid outdoorsman who enjoys hiking, biking, and camping in our national and state parks. He enjoys running cross country and helping coach the Rockford Wildcats, a youth running club in which his kids participate. Jake has a passion for music, both singing and playing, and currently plays piano and guitar.
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