Savant Ranked as One of America’s Best Wealth Management Firms

Firm recognized by Barron’s and RIA Channel

Savant Wealth Management (formerly Savant Capital Management), a nationally recognized, fee-only advisory firm headquartered in Rockford, Illinois, with locations also in Madison and Park Falls, has been named to Barron’s Top 100 Registered Investment Advisory (RIA) Firms ranking for 2020 and to RIA Channel’s Top 100 Wealth Managers list for 2020.

Barron’s, a weekly newspaper that reports on current financial information and market developments, weighed numerous factors in the rankings including technology spending, staff diversity, and succession planning. Throughout the years, Savant has been consistently recognized by the publication, most recently earning the No. 29 spot on its 2020 list of Top 100 RIA Firms in the nation. To view the complete list, click here.

RIA Channel, which provides educational investment content and events for the largest financial advisor community in the industry, ranked Savant #16 in its list of Top 100 Wealth Managers for 2020. The ranking includes wealth management firms based on size and growth in assets as of June 30, 2020, as reported to the SEC, regulatory data, organic research, and advisor surveys. Click here to view the complete list of Top 100 Wealth Managers.

Savant manages more than $8.3 billion in assets for its more than 6,300 clients worldwide. The firm has 18 offices located in Arizona, Illinois, New Mexico, Virginia, and Wisconsin. For more information about Savant Wealth Management, visit savantwealth.com.

About Savant Wealth Management

Savant Wealth Management, formerly known as Savant Capital Management, is a leading independent, fee-only firm serving clients for 30 years with more than $8.3 billion in assets under management. 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.

Savant is headquartered in Rockford, with locations in Bloomington, Chicago, Downers Grove, Freeport, Hoffman Estates, Lincolnshire, Naperville, Peoria, St. Charles, Sterling, and Wilmette, IL; Phoenix, AZ; Santa Fe, NM; Madison and Park Falls, WI; and McLean, VA. Please see Important Disclosures at savantwealth.com.

Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Savant Wealth Management is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. Unless expressly indicated to the contrary, Savant Wealth Management did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Savant Wealth Management by any of its clients. ANY QUESTIONS: Savant Wealth Management’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.

Goodwill SCWI to Host Online “Cost-Zoom” Contest

David Johnson
Communications Coordinator
djohnson@goodwillscwi.org
608-438-7775

October 7, 2020

Goodwill SCWI to Host Online “Cost-Zoom” Contest

Madison, WI – The countdown to Halloween has started! While things will look a little different this year, people are still excited about the spookiest holiday of the year.

In the spirit of having a safe Halloween celebration, Goodwill of South Central Wisconsin is holding an online “Cost-Zoom” contest. Just take a photo of your best look from items purchased at Goodwill and post it on our Facebook or Instagram page for a chance to win a shopping spree at Goodwill! Go to our home page for more information on the contest.

We think this would make a great segment for your morning show or newspaper. A member of our Goodwill staff is available for interviews and can provide b-roll or photos if needed.

Finding just the right costume this year doesn’t have to be difficult, even during a pandemic. Thrift stores like Goodwill have long been identified as a great resource for shoppers to find everything needed to create a unique and creative look. Whether gathering for a backyard party or a Zoom celebration with family and friends, Goodwill has everything needed for a unique, one-of-a-kind look.

Our Halloween shop-within-a-shop are open in all 13 retail locations including our newest store in downtown Verona. Shoppers are encouraged to shop early and celebrate all season long!

Remember, shopping at Goodwill is about getting more than a great deal, it’s also about making a difference in the community by supporting our mission! The dollars spent in our retail stores help fund job training and employment services for individuals with disabilities.

About Goodwill of South Central Wisconsin

Goodwill SCWI is a local nonprofit operating 13 stores in the South Central region. The stores exist as the economic engine for Goodwill’s mission services, providing career guidance, supported employment and residential services to people with disabilities, mental health concerns and other barriers to employment and independent living.

Wisconsin Bank & Trust Donates $20,000 to Toki Middle School

Contact:
Allison Lindorfer
Marketing Specialist
715.781.2665
alindorfer@wisconsinbankandtrust.com

Brent Giles
President & CEO
608.203.1224
bgiles@wisconsinbankandtrust.com

Wisconsin Bank & Trust Donates $20,000 to Toki Middle School

October 7, 2020 — Madison, WI — Wisconsin Bank & Trust announced today it will donate $20,000 to Toki Middle School.

“This week we celebrated World Teachers’ Day, a day dedicated to recognizing teachers for the important work they do to help our children learn, grow and succeed,” said Brent Giles, Wisconsin Bank & Trust’s President & CEO. “It also serves as a reminder that this is a particularly challenging year for many of our K-12 schools, teachers and students.”

Through its partnership with the national non-profit organization, AdoptAClassroom.org, the funds are intended for the school to purchase much-needed tools and materials, so they can successfully and safely continue to operate.

“Whether school is taking place in the classroom or remotely from home, the need for additional school supplies, especially personal protective equipment (PPE) and technology is significant,” said Giles. “Our hope is that these funds will give students access to the resources they need.”

Wisconsin Bank & Trust’s mission is to enrich lives in the communities it serves. Earlier this year Wisconsin Bank & Trust contributed $100,000 to the Boys & Girls Club of Dane County, Greater Green Bay Community Foundation, Greater Milwaukee Foundation,  Green County Emergency Medical Services, Sheboygan County Food Bank and UW-Platteville in support of their response to challenges created by COVID-19. 

About Wisconsin Bank & Trust

Wisconsin Bank & Trust (WBT), a subsidiary of Heartland Financial USA, Inc., (NASDAQ: HTLF), is a business-focused community bank with assets of more than $1 billion. With fourteen banking centers, Wisconsin Bank & Trust serves customers in the Madison, Milwaukee, Green Bay, Sheboygan, Monroe and southwest areas of Wisconsin. WBT offers a wide range of personal and business banking, private client and mortgage lending services. For more information, visit www.wisconsinbankandtrust.com or call 608.203.1214. Wisconsin Bank & Trust is a member of the FDIC and an Equal Housing Lender.

About Heartland Financial USA, Inc.

Heartland Financial USA, Inc. is a diversified financial services company with assets of $15 billion. The company provides banking, mortgage, private client, investment and insurance services to individuals and businesses. Heartland currently has 113 banking locations serving 82 communities in Iowa, Illinois, Wisconsin, New Mexico, Arizona, Montana, Colorado, Minnesota, Kansas, Missouri, Texas and California. Additional information about Heartland Financial USA, Inc. is available at www.htlf.com.

About AdoptAClassroom.org

We are a national, award-winning nonprofit that provides the most flexible and accountable funding for K-12 teachers and schools throughout the U.S. Our proprietary, easy-to-use education fundraising platform helps teachers, principals, and administrators give every child the tools they deserve to succeed in school. Since 1998, we have raised $39 million and supported 5.4 million students. As a 501(c)(3) organization, we hold a 4-star rating from Charity Navigator and a platinum rating of transparency from Guidestar. For more information, or to make a donation, please visit www.adoptaclassroom.org.

One City Schools Hires New Preschool Director

Mr. Bryce Pickett to lead One City Preschool’s Growth and Expansion

October 2, 2020

Dear Greater Madison and One City Community,

I am very excited to share with you this morning that Bryce Pickett of Orfordville, Wisconsin has accepted our offer to be the next Preschool Director for One City Schools! He will begin serving in this new role on Monday, October 5, 2020; however, he will make a slow transition into the director position as we work to fill the 4K lead teacher position he currently holds with One City Preschool. 

Bryce is One City’s longest tenured educator. He began his tenure as a 4K teacher with us in September 2015 when we first opened our preschool. He then worked as a 5K teacher during the first year we launched EL as our elementary school program. Prior to joining One City, Bryce taught for six years at Albany Middle School in the School District of Albany (WI). He also served as the head coach of the Albany girls varsity basketball team at Albany High School (2010-2013), and as a little league baseball coach, T-ball coach, volleyball coach and community basketball referee. He was also a member of the Albany School District’ Leadership Team. Bryce holds the distinction of having completed part of his practicum teaching experience as a preservice student teacher (in 2007) in our preschool building when it was formally owned and operated by Child Development Incorporated, the first free-standing early childhood education center in Dane County.

We are fortunate to have a capable leader like Bryce assume the leadership of our preschool. He truly understands, and is dedicated to, One City’s mission, vision, children and school community. We are also thankful to Ms. Linda Allen and Ms. Christine Hodge, who have served as co-directors of our preschool for the last 12 months, for guiding the search process for our director and other staff positions. They will both support Bryce during his transition and will continue to serve as leadership coaches and members of the executive team with One City Schools.

Bryce was hired after a lengthy search that began in February 2020. We fielded more than 100 applications and vetted 70 applicants for the position. Our rigorous hiring process included a pre-qualification interview with our Chief Operating Officer (David Stephan) and co-interim Preschool Director (Ms. Linda Allen), staff interviews, parent interviews and a final interview with our CEO and Ms. Hodge.

Please join me in welcoming Bryce as our new Preschool Director!

Onward.

Kaleem Caire
Founder and CEO
One City Schools
Email: kcaire@onecityschools.org

Director’s Contact Information:
Bryce Pickett
Preschool Director
One City Schools
Phone: (608) 268-8004
Email: bpickett@onecityschools.org

Savant Announces Katie Calagui as Chief People Officer

Newly formed position created to assist in the strategic direction of the firm, talent expansion and development

To continue building a best-in-class advisory and support team, Savant Wealth Management (formerly Savant Capital Management), a nationally recognized, fee-only advisory firm headquartered in Rockford, Illinois, with locations also in Madison and Park Falls, today announced that Katie Calagui has joined its team as chief people officer (CPO). As a newly formed and important position for Savant, the CPO will lead talent recruitment, retention, leadership development and training, and other initiatives to meet client needs, and support Savant’s overall business plan and strategic direction.

Calagui has more than 10 years of experience in the wealth management industry, serving in various roles such as financial advisor, director of corporate strategies, chief executive officer, and most recently, chief talent officer at Wipfli Financial. While at Wipfli, Calagui led the talent department and its overall strategy and organizational structure. In her role, she also was responsible for managing the firm’s recruitment, hiring, and learning and development initiatives, and enhancing employee experience.

As CPO with Savant, Calagui will focus on meeting and supporting the ever-changing needs of clients by recruiting, retaining, and developing staff, in addition to focusing on Savant’s firmwide culture and diversity and inclusion initiatives. Calagui will serve as a key contributor on the Executive Team, lead the Savant Human Capital Committee, and participate in the firm’s Advisory Leadership Team. She also will oversee Savant’s human resource department.

The CPO role will be especially important as Savant continues to grow via its M&A strategy. As the HR and talent development responsibilities evolve and continue to expand, Calagui will help ensure the team – new and existing – has the support to best serve clients.

“We are thrilled to announce Katie has joined Team Savant as chief people officer,” said Brent Brodeski, CEO of Savant. “As we continue to hire the best and brightest talent, Katie will be a strategic partner in how we recruit and develop talent and will serve as a mentor and trusted partner within the firm. Her expertise, mindset, and people skills will help enhance the strategic direction in which we are headed.”

“I am very excited to be part of the Savant team,” said Calagui. “I believe in Savant’s values, vision, and growth strategies and look forward to helping to continue to build a best-in-class team.”

As Calagui leads advisor recruitment efforts and creates exceptional onboarding and development experiences for newly hired advisors, she also will promote lifelong learning and opportunities for staff to develop and grow.

Calagui joined Team Savant on Oct. 1. For more information about Savant Wealth Management, visit savantwealth.com.

About Savant Wealth Management

Savant Wealth Management, formerly known as Savant Capital Management, is a leading independent, fee-only firm serving clients for 30 years with more than $8.3 billion in assets under management. 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.

Savant is headquartered in Rockford, with locations in Bloomington, Chicago, Downers Grove, Freeport, Hoffman Estates, Lincolnshire, Naperville, Peoria, St. Charles, Sterling, and Wilmette, IL; Phoenix, AZ; Santa Fe, NM; Madison and Park Falls, WI; and McLean, VA. Please see Important Disclosures at savantwealth.com.