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string(1439) "Danielle is a financial advisor in Savant’s Naperville, IL office.
As a CERTIFIED FINANCIAL PLANNER® professional, Danielle 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.
Danielle has been involved in the financial services industry since 2002, always working in an advisory capacity focused on financial planning.
Danielle serves as a Court Appointed Special Advocate (CASA) volunteer, sworn in by a DuPage County judge, to advocate for an abused or neglected child’s best interests. Professionally, Danielle is a member of the DuPage Estate Planning Council and serves as a co-chair of a local Chamber TEAM.
Danielle earned a bachelor of science degree in finance from the University of Illinois and a master of business administration (MBA) degree in finance, accounting and management from Northwestern University’s Kellogg School of Management.
Danielle enjoys most anything that involves her two high school sons’ activities – wrestling, gymnastics, debate team, and mock trial. As a family, they love spending time outdoors, athletics, and being on her parents’ family farm in downstate Illinois. Danielle also has a very fond spot for her English bulldog and her many book clubs."
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string(1423) "Nick is a lead and financial advisor in Savant’s Naperville, IL office. He has a membership interest in Savant.
As a CERTIFIED FINANCIAL PLANNER® professional and Certified Public Accountant (CPA), Nick 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.
Nick has been involved in the financial services industry since 2013. Prior to joining Savant, he was a senior associate at a CPA firm where he worked closely with clients on their tax strategies and investment needs. Upon joining Savant, Nick completed Savant’s Advisor Training Program, an in-depth program that allowed him to gain broad exposure to the foundational areas of Savant while acquiring valuable knowledge and experience.
Nick is a member of the DuPage Foundation Next Generation Initiative. He earned a bachelor of science degree in accountancy and a master of accounting science (MAS) degree from Northern Illinois University.
Nick and his wife Lauren have two sons, Luke and Mark, and a daughter Rebekah. They are active members of Bethel Presbyterian Church in Wheaton, IL. Nick enjoys spending time with his family, volunteering, exploring the outdoors, and coffee roasting."
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string(2386) "Kevin is a financial advisor in Savant’s Naperville, IL office. He has a membership interest in Savant.
As a CERTIFIED FINANCIAL PLANNER® professional, Kevin 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.
Kevin has been involved in the financial services industry since 2005. Prior to joining Savant, he was a senior financial advisor with an Illinois based wealth management and financial planning firm. There, he was a member of the firm’s financial planning team and specialized in the development and implementation of wealth management strategies for his clients. In addition, Kevin’s experience includes trading listed equities on the New York and NASDAQ stock exchanges for a firm based in Chicago. There he was a partner, senior equity trader, and trainer and was responsible for managing a team of traders.
Kevin is a member of the National Association of Personal Financial Advisors (NAPFA), the national Financial Planning Association (FPA), and the Financial Planning Association of Illinois Chapter. He serves as a director on the board and past treasurer of the St. Charles Education Foundation and as an elected trustee of the board for the DuPage Foundation, is a member of its executive committee, and chair of its investment committee. Kevin is an active member of the Ann & Robert H. Lurie Children’s Hospital of Chicago Legacy Partners Council, the DuPage Foundation Next Generation Initiative, and the DuPage Estate Planning Council. He was recognized by the
Kane County Chronicle as a 2017 “Best Under 40” recipient, an award given to Kane County professionals under the age of 40 who have made significant contributions to their profession, company, and community.
Kevin graduated from Indiana University where he earned a degree in public finance. He earned a Certificate in Financial Planning from Northwestern University.
Kevin lives in St. Charles, IL with his wife Jennifer and their four children, Tyler, Emma, Anna, and Michael. During his free time, he enjoys coaching his children in their extracurricular activities, golfing, fishing, and traveling."
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