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Savant Further Expands its Employee Ownership Group

Savant Capital Management, a nationally-recognized, fee-only wealth management firm headquartered in Rockford, announced today that eight additional employees have purchased ownership interests in Savant and have become employee-members of the company. The new employee-members include Allison Alexander, Michelle Angileri, Jacob Davenport, Scott Demler, Gabe Gonzalez, Sarah McGinniss, Tony Spangenberg, and Lora Stevens McKee.

“We are excited to share the news of the firm’s expanded employee ownership,” said Brent Brodeski, CEO of Savant. “The additional ownership continues to position Savant to remain independent and to carry on our services for many generations to come.”

About the New Owners

Allison Alexander, CFP®, CPA, CDFA®

Alexander is a financial advisor in the firm’s Rockford office and is a member of the Advisory Team. She has been involved in the financial services industry since 1985 and with Savant for four years. 

Michelle Angileri

Angileri is located in the firm’s Rockford office, serves as the marketing and community outreach supervisor, and is a member of the Administrative Team. She has been involved in the marketing and communications industry since 2005 and with Savant for more than seven years.

Jacob Davenport, CFP®, CFA®

Davenport is the portfolio accounting supervisor in the firm’s Rockford office and is a member of the Implementation Team. He has been with Savant for five years.

Scott Demler, CFP®, CRPS®

Demler is a financial advisor in the firm’s Rockford office and is a member of the Advisory Team. He has been involved in the financial services industry since 2007 and with Savant for nearly nine years.

Gabriel Gonzalez, CRPC®, CFP®

Gonzalez is a financial advisor in the firm’s St. Charles, Hoffman Estates, and Chicago offices and is a member of the Advisory Team. He has been involved in the financial services industry since 2003 and with Savant for nearly eight years.

Sarah McGinniss, CFP®, CRPS®

McGinniss, who joined Savant as an intern, is now a financial advisor in the firm’s Madison, Wisconsin office and is a member of the Advisory Team. She has been with Savant for nearly four years. 

Tony Spangenberg, CFA®, CFP®, AWMA®

Spangenberg is a financial advisor in the firm’s Wilmette office and is a member of the Advisory Team. He has been involved in the financial services industry since 2007 and with Savant for more than two years. 

Lora Stevens McKee, MBA, FPQP™

Stevens McKee is a client services supervisor in the firm’s Rockford office and is a member of the Concierge Team. She has been involved in the financial services industry since 1998 and with Savant for more than 15 years.

About Savant Wealth Management

Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for over 30 years with more than $7 billion in assets under management. As a trusted advisor, Savant Wealth Management offers investment management, financial planning, retirement plan and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.

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Savant Wealth Management is a Registered Investment Advisor. Different types of investments involve varying degrees of risk. Savant’s marketing material and/or rankings should not be construed by a client or prospective client as a guarantee that they will experience a certain level of results if Savant Wealth Management is engaged, or continues to be engaged, to provide investment advisory services nor should it be construed as a current or past endorsement of Savant Wealth Management by any of its clients. Please see our Important Disclosures.