Savant Wealth Management

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 where he served 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. He also served as a Social Security planning subject matter expert for the firm. He is passionate about bringing clarity and peace of mind to clients, especially during periods of market volatility and significant life transitions. Paul earned a bachelor of science degree in business administration from Liberty University and a master of business administration degree in finance from DePaul University. He is a CERTIFIED FINANCIAL PLANNER^™ professional. 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 in Samoa. He is a huge fan of the Chicago Bears.

Gabe has been involved in the financial services industry since 2003 and 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. Gabe earned a bachelor of science degree in finance from the University of Phoenix. He is a Chartered Retirement Planning Counselor^℠ (CRPC^®) and a CERTIFIED FINANCIAL PLANNER^™ professional. Gabe 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. 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.

Jerry advises individual clients as well as retirement plans and not-for-profit organizations. He has been involved in the financial services industry since 1991. Prior to joining Savant, Jerry 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 earned a bachelor of science degree in finance from the University of Illinois at Urbana-Champaign. He is a CERTIFIED FINANCIAL PLANNER^™ professional, an Accredited Investment Fiduciary Analyst^® (AIFA^®), and a Chartered Retirement Plans Specialist^℠ (CRPS^®). He is frequently quoted in a variety of national publications. Jerry and his wife Stefanie have three children. He enjoys sports and outdoor activities with his family.