Savant Wealth Management

As a CERTIFIED FINANCIAL PLANNER^® professional, Chartered Financial Consultant^® (ChFC^®), and Chartered Retirement Plans SpecialistSM (CRPS^®), Jeff 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, education funding, and charitable planning.

Jeff has been involved in the financial services industry since 2015. Before becoming an advisor, he spent four years in both Savant's investment research and financial planning departments where he worked alongside financial advisors to develop financial plans for clients.

In 2022, Jeff was recognized by the Rockford Chamber of Commerce as one of 40 Leaders Under Forty. He is frequently interviewed by local TV stations and has been quoted by both local and national publications, including The Financial Advisor Magazine, SmartAsset, Forbes, and the Rockford Register Star. From time to time, you will see him opening shows at the Coronado Performing Arts Center or Starlight Theatre in Rockford.

Jeff earned a bachelor of science degree in economics from Illinois State University, graduating with cum laude honors.

Jeff and his wife Mallory have two children, Everly and Easton. Outside of his professional life, he is an avid golfer and enjoys spending quality time with his family. He also finds joy in participating in competitive sports - not for the accolades but for the pure love of competition and the camaraderie it brings.

As a CERTIFIED FINANCIAL PLANNER^® professional, Grant 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. In addition, as an Agriculture Focused Financial Planning (AFFP^®) professional, Grant is equipped to address the unique financial needs and goals of clients associated with agriculture or living in rural communities.

Grant has been involved in the financial services industry since 2022. Prior to joining Savant, he completed an internship with a local financial advisory firm.

Grant is a member of the President’s Leadership Council of the Rosecrance Foundation. He earned a bachelor of science degree in agricultural and consumer economics with a concentration in financial planning from the University of Illinois Urbana-Champaign.

Isabelle "Belle" (Pierpont) Lance serves as a financial advisor at our Rockford, Illinois, headquarters, where she helps individuals and families navigate complex financial decisions. As a CERTIFIED FINANCIAL PLANNER^® professional, Belle focuses on comprehensive financial planning strategies, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance analysis, debt management, and education funding.

Belle began her career in financial services in 2023. She graduated cum laude from Illinois State University with a bachelor's degree in finance and a minor in financial planning. She also completed the Rockford Chamber of Commerce's Leadership Rockford program in 2024 and serves on the President’s Leadership Council for the Rosecrance Foundation.

When she's not working with clients, Belle enjoys reading, spending time outdoors, and traveling to visit friends and family across northern Wisconsin and central Illinois. On weekends, she often cheers on her husband, Brandon, at dirt racing tracks throughout the Midwest.