Savant Capital Management Expands Employee Ownership from 19 Members to 47
- Savant further expands its employee ownership group to 47 people.
- Additional ownership helps assure long-term continuity for the 30-year-old firm.
- Positions Savant to remain independent into the future.
Savant Capital Management, a nationally-recognized fee-only wealth management firm headquartered in Rockford, IL, announced today that 28 additional employees have purchased ownership interests in Savant and have become employee-members of the company. The new employee-members are Matthew Armstrong, Gina Beall, Rick Bender, Wendy Blair, Kathie Blassage, LaVonne Brown, Kim Cady, Derek Carter, Joel Cundick, Michael Cyrs, Daryl Dagit, Stacy Eckhardt, Keith Feggestad, Theresa Harezlak, Kevin Hrdlicka, Tawn Jacobs, Scott Kaiser, Valorie Kalen, Brian Knabe, Jessica Knudsen, Jakob Loescher, Nicholas McCaslin, Ryan Monette, Grant Moore, Dominick Parillo, Kathryn Pirtle, Thomas Ptacin, and Timothy Rogowski.
By increasing the employee-members from 19 to 47, Savant will maintain its independence as a wealth management firm and continue to carry out its vision, mission, and core values that were built upon its clients’ best interests.
“We want to continue to build ideal futures for our clients, our team and the communities we serve,” said Brent Brodeski, CEO of Savant. “The new employee-members announced today are leaders in the company and will make certain the growth and vision of Savant is pursued for the continued benefit of our clients. This is a major step in our long-term succession plan and will help Savant continue to thrive well into the future and carry on our service for generations to come.”
About the New Owners
Matthew D. Armstrong, CFP®, CRPS® – Armstrong is a financial advisor in the Rockford, IL office and a member of the Advisory Team. He has been with the firm for 11 years.
Gina M. Beall, MBA, CIMA® – Beall is a lead investment research analyst in the Rockford, IL office and a member of the Investment Research Team. She has been involved in the financial services industry since 1989 and with the firm for six years.
Rick P. Bender, CFP®, LUTCF, ChFC®, CLU®, CRPS® – – Bender is a financial advisor in the Rockford, IL office and a member of the Advisory Team. He has been involved in the financial services industry since 1992 and with the firm for four years.
Wendy M. Blair, CFP®, ChFC®, AIF® – Blair is a financial advisor in the Freeport, IL office and a member of the Advisory Team. She has been involved in the investment and trust business since 1983 and with the firm for 10 years.
Kathie T. Blassage, CM, RP® – Blassage is a senior plan services specialist in the Rockford, IL office and a member of the Retirement Plan Services Team. She has been with the firm for 13 years.
LaVonne L. Brown, MSIMC, RP® – Brown is located in the Rockford, IL office and is the chief communications officer and a member of the Executive Team. She has been involved in the marketing and communications field since 1998 and with the firm for eight years.
Kim S. Cady, PPC® – Cady is the manager of retirement plan services in the Rockford, IL office. She has been involved in the retirement plan industry since 1984 and with the firm for nine years.
Derek A. Carter, MBA, CFP® – Carter is a senior investment research analyst, a portfolio integration manager, and a member of the Investment Research Team in the Rockford, IL office. He has been involved in the financial services industry since 2001 and with the firm for 13 years.
Joel Cundick, CFP® – Cundick is a financial advisor in the McLean, VA office and a member of the Advisory Team. He has been involved in the financial services industry since 2004 and with the firm since October 2015.
Michael T. Cyrs, J.D., MBA, CFP® – Cyrs is an estate and wealth transfer advisor in the Rockford, IL office. He has more than 20 years of experience as a private attorney, concentrating on complex estate and business succession planning, charitable planning, and advising clients regarding all types of trusts and estate administration. He has been with the firm for two years.
Daryl Dagit, CFP®, CRPS®, CEP® – Dagit a financial advisor in the Peoria, IL office, a member of the Advisory Team, and serves as market manager for the Peoria market. He has been involved with financial planning and asset management since 1986 and with the firm for six years
Stacy D. Eckhardt – Eckhardt is the controller in the Rockford, IL office and a member of the Administrative Team. She has been involved in the financial services industry since 1992 and with the firm for five years.
Keith A. Feggestad, MSMIS – Feggestad is the manager of information technology in the Rockford, IL office and a member of the Administrative Team. He has been with the firm for five years.
Theresa A. Harezlak, CFP®, CDFA® – Harezlak is a financial advisor in the Rockford, IL office and a member of the Advisory Team. She has been involved in the financial services industry since 1988 and with the firm for nine years.
Kevin M. Hrdlicka, CFP®, CFA – Hrdlicka is the manager of investment research and trading in the Rockford, IL office and a member of the Investment Committee. He has been with the firm for eight years.
Tawn M. Jacobs, MST, CPA/PFS, CFP® – Jacobs is the manager of financial planning and tax services in the Rockford, IL office. She has been involved in the tax, accounting, and financial services industries since 1989 and with the firm for 12 years.
Scott Kaiser, CFP®, AIF®, CRPS® – Kaiser is a financial advisor in the Rockford, IL office and a member of the Advisory Team. He has been with the firm for 17 years.
Valorie L. Kalen, RP® – Kalen is a client services manager in the Rockford, IL office and a member of the Concierge Team. She has been involved with the financial services industry since 1975 and with the firm for 11 years.
Brian J. Knabe, MD, CFP®, CMP® – Knabe is a financial advisor in the Rockford, IL office and a member of the Advisory Team. He has been involved with the firm for nine years.
Jessica L. Knudsen, MS, MPAS®, CFP®, CSRP® – Knudsen is a lead financial planner in the Rockford, IL office and member of the Financial Planning and Tax Team. She has been with the firm for 12 years.
Jakob C. Loescher, CFP®, ChFC®, AIF®, CRPC®, CRPS® – Loescher is a financial advisor in the Rockford, IL office and a member of the Advisory Team. He has been involved in the financial services industry since 2007 and with the firm for eight years.
Nicholas M. McCaslin – McCaslin is a software support specialist in the Rockford, IL office and a member of the Administrative Team. He has been with the firm for 17 years.
Ryan Monette, CFP®, ChFC® – Monette is a financial advisor in the Rockford, IL office and a member of the Advisory Team. He has been with the firm for 10 years.
Grant W. Moore, MBA, CFP®, CRPC®, AIF®, CRPS® – Moore is a financial advisor in the Rockford, IL office and a member of the Advisory Team. He has been with the firm for 10 years.
Dominick J. Parillo, CFP® – Parillo is an assigned financial planner in the McLean, VA office and a member of the Planning Team. He has been with the firm for five years.
Kathryn M. Pirtle, PHR® SHRM-CP – Pirtle is the human resources manager in the Rockford, IL office and a member of the Administrative Team. She has been involved in the human resources industry since 1993 and with the firm for five years.
Thomas J. Ptacin, MBA, CFP®, AIF®, CRPS® – Ptacin is a financial advisor in the Rockford, IL office and a member of the Advisory Team. He has been involved in the financial services industry since 1998 and with the firm for 12 years.
Timothy B. Rogowski – Rogowski is the chief information officer and director of human capital in the Rockford, IL office and a member of the Executive Team. He has been involved in the information technology industry since 1998 and with the firm since March 2015.