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string(1468) "Paul is a financial advisor in Savant’s St. Charles, IL office.
Paul specializes in serving business owners, executives, professionals, and retirees with holistic wealth management strategies including retirement and college planning, investment and risk management, and tax and charitable giving strategies. His goal is to help provide clarity and peace of mind to clients, especially during significant life transitions such as selling a business.
As a CERTIFIED FINANCIAL PLANNER® professional and Certified Exit Planning Advisor (CEPA), Paul 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.
Paul has been involved in the financial services industry since 2004. Prior to joining Savant, he was an advisor for a national registered investment advisory firm.
Paul earned a bachelor of science degree in business administration from Liberty University and a master of business administration (MBA) degree in finance from DePaul University.
Paul and his wife Lori have two sons, Max and Jackson. He volunteers as a youth sports coach and enjoys watching his children participate in their many sporting activities. Paul enjoys traveling, and his favorite place that he has visited is Samoa. He is a huge fan of the Chicago Bears."
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string(1096) "Brian is a regional director of advisory in Savant’s St. Charles, IL office. He has a membership interest in Savant.
As a CERTIFIED FINANCIAL PLANNER® professional, Brian 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.
Brian has been involved in the financial services industry since 1993. Prior to joining Savant, he held management positions with several large regional banks. He trained advisors, registered investment representatives, and insurance agents. He was also the founding principal of a fee-only financial planning firm based in Schaumburg, IL.
Brian has taught financial planning courses for the Northwestern University Certified Financial Planner® Certification Education Program.
Brian earned a bachelor of arts degree in marketing from North Central University. He completed DePaul University’s certificate program in financial planning."
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string(256) "Brian has been involved in the financial services industry since 1993. He earned a bachelor of arts degree in marketing from North Central University and taught financial planning courses for the Northwestern University CFP Certification Education Program."
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string(1552) "Gabe is a financial advisor in Savant’s St. Charles, IL; Hoffman Estates, IL; and Chicago offices. He has a membership interest in Savant.
Gabe has helped numerous families over the years turn assorted financial goals and interests into unified, integrated financial plans. He particularly enjoys discussing multi-generational wealth planning, tax-efficient investing, and wealth accumulation strategies.
As a CERTIFIED FINANCIAL PLANNER® professional and Chartered Retirement Planning CounselorSM (CRPC®), Gabe 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.
Gabe has been involved in the financial services industry since 2003. He is a regular guest speaker for corporations, foundations, civic organizations, and professional associations. Some of his public speaking topics include wealth disparity and asset building, maximizing Social Security benefits, and portfolio distribution strategies in retirement.
Gabe earned a bachelor of science degree in finance from the University of Phoenix.
Outside of work, Gabe can be found on a tennis court, at the local CrossFit gym, or outdoors with his family. He was raised in Florida and has been a resident of the Chicago metro area for nearly 20 years. He resides in St. Charles with his wife and two children."
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string(1685) "Jerry is a lead and financial advisor in Savant’s St. Charles, IL office and Rockford, IL headquarters. He has a membership interest in Savant.
Jerry advises individual clients as well as retirement plans and not-for-profit organizations.
As is a CERTIFIED FINANCIAL PLANNER® professional, Accredited Investment Fiduciary Analyst® (AIFA®), and Chartered Retirement Plans SpecialistSM (CRPS®), Jerry 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.
Jerry has been involved in the financial services industry since 1991. Prior to joining Savant, he was vice president of the Financial Communications Group at Ibbotson Associates in Chicago, where he was responsible for the development, sales, and delivery of analytical and presentation tools that focused on asset allocation, mutual fund selection, disbursement planning, wealth forecasting, and other financial planning techniques. Jerry trained thousands of financial professionals worldwide each year. Before that, he was a senior manager in the Financial Planning Solutions Group at PricewaterhouseCoopers, LLP and a retirement specialist at Arthur Andersen, LLP.
Jerry is frequently quoted in a variety of national publications. He earned a bachelor of science degree in finance from the University of Illinois at Urbana-Champaign.
Jerry and his wife Stefanie have three children. He enjoys sports and outdoor activities with his family."
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string(16) "Jerry S. Korabik"
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string(15) "St. Charles, IL"
