Lisa has been working in the financial planning and investment advisory industry with Savant & Associates, Inc. and Savant Investment Advisers, Inc. for over 25 years. Lisa is a Certified Financial Planner™. She is also a Certified Public Accountant licensed in the State of Illinois. Lisa earned her Bachelor’s Degree in Accounting and earned her MBA with a Concentration in Financial Planning. She is a licensed life and health agent with Illinois, Indiana, Virginia, and Alabama.
Lisa is registered to sell securities in Alabama, Arizona, California, Connecticut, Florida, Georgia, Illinois, Indiana, Kentucky, Massachusetts, Maryland, Maine, Michigan, New Jersey Ohio, Pennsylvania, Tennessee, and Virginia. She is also registered as an Investment Advisor with Savant Investment Advisers, Inc. in Illinois and Indiana.
Lisa is a member of the Financial Planning Association, the Illinois CPA Society, the National Society of Accountants and Sigma Beta Delta, an international honor society for business, management and administration. Her memberships, certificates and designations require high levels of ethical conduct and professional competence through continuing education.
Lisa has helped clients realize their goals and objectives through the use of comprehensive financial planning and asset management. She has helped clients reduce taxes, increase income and preserve wealth. She is proud to continue to carry on the tradition of client care and education started by her father, Edward H. Savant.