Savant Announces New Employees and Recognizes Current Employee
Savant Capital Management, a nationally-recognized fee-only wealth management firm, has added Matthew Kiehl, Stephen Lorence, and Michael Ruane to its Rockford office and recognized Allison Alexander for receiving the CERTIFIED FINANCIAL PLANNERTM designation.
Matthew Kiehl joined Savant as a financial paraplanner. He is a member of the Planning Team and works closely with the Advisory Team to prepare financial plans and develop tax strategies for clients. He is also responsible for researching, organizing, and synthesizing client data to support financial advisors in developing planning and investment strategies.
Kiehl has been involved in the financial industry since 2014. He earned a bachelor of science degree in marketing and graduated from the sales program at Northern Illinois University.
Stephen Lorence joined Savant in January as a financial advisor. He is a member of the Advisory Team and is responsible for managing all aspects of the financial planning and investment process for Savant’s clients. He regularly meets with clients, advisors, portfolio managers, and planners to determine and coordinate effective planning, investment, and tax strategies.
Lorence has been in the financial services industry since 2013. He earned a bachelor of science degree in finance with a focus on financial services and management from Kansas State University.
Michael Ruane joined Savant in January as the director of corporate development. He is a member of the Administrative Team and is responsible for sourcing and negotiating acquisitions for Savant and managing the mergers and acquisitions (M&A) process. He develops M&A strategies, plans, and processes, and assesses the strategic fit of target companies.
Ruane has been in the financial services industry since 2002. He has extensive experience in sales, M&A, systems, and RIA back office administration. Ruane earned a bachelor of arts degree in sociology from Siena College and a master of business administration degree from Rensselaer Polytechnic Institute.
Financial Advisor Allison Alexander received the CERTIFIED FINANCIAL PLANNERTM certification. The CFP® certification process, administered by CFP Board, identifies to the public that those individuals who have been authorized to use the CFP® certification marks in the U.S. have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.