Mary Lynch Graduates from Cannon Financial Institute as an Honor Graduate

CONTACT:
Catherine Povalitis
Chartwell Agency
cpovalitis@chartwell-agency.com
(779) 537-1282
Mary Lynch Graduates from Cannon Financial Institute as an Honor Graduate
MADISON, Wis. (Nov. 15, 2018) – Mary Lynch, a financial planner with Savant Capital Management, an independent, nationally-recognized, fee-only wealth management firm located in Madison and Park Falls, earned the Certified Trust and Financial Advisor™ (CTFA™) designation from the Cannon Financial Institute, and successfully completed the program with the Honor Graduate award, Cannon’s highest academic distinction.
The CTFA™ designation is a recognizable standard of knowledge and competency for the trust and wealth advisory field, specifically in the areas of taxes, investments, financial planning, trusts, and estates. The CTFA™ designation formally recognizes those professionals who meet these standards. Cannon’s Honor Graduate award is given to those students who complete each level of the course with a 90 or above on each of the comprehensive exams given at the conclusion of each class.
Lynch is a member of Savant’s Planning Team and works closely with the Advisory Team to prepare client financial plans and develop tax strategies for clients. She also is responsible for gathering, organizing, and synthesizing client data to support financial advisors in developing planning and investment strategies.
About Cannon Financial Institute
Cannon is a 50-year-old financial training institution that offers a three-year General Trust School and more than 52 specialized schools and seminars for the financial services industry. Several hundred students attend these sessions which are offered at the following four locations around the country: The Sea Pines Resort, Hilton Head, SC; Boston University, Boston, MA; The University of Notre Dame, South Bend, IN; and Pepperdine University, Malibu, CA. Over the years, Cannon Financial Institute has earned a national reputation for setting the benchmark in practical and relevant training for the financial services industry.
About Savant Capital Management
Savant Capital Management is a leading independent, nationally-recognized, fee-only firm serving clients for 30 years with over $6 billion in assets under management. As a trusted advisor, Savant Capital 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 regularly recognized among the top wealth managers in the United States. Savant was the recipient of the 2015 Best-in-Business IMPACT Award™, part of Schwab’s IMPACT Awards® program to
recognize excellence in the business of independent financial advice. Savant has consistently received other industry recognitions including recently being featured on the Forbes’ top 200 financial advisors list, the Barron’s top 20 independent advisory firms list, being named the #9 rated RIA firm by Financial
Planning magazine, and included in additional top advisors lists by Financial Advisor magazine and InvestmentNews.
Savant Capital Management is a Registered Investment Advisor. Savant’s marketing material should not be construed by any existing or prospective client as a guarantee that they will experience a certain level of results if they engage Savant’s services and may include lists or rankings published by magazines and other sources which are generally based exclusively on information prepared and submitted by the recognized advisor. Click here for more information about Savant or to view our Important Disclosures.
Savant Capital Management and its employees are independent of and are not employees or agents of Charles Schwab & Co., Inc. (“Schwab”). Schwab does not prepare, verify or endorse information distributed by Savant Capital Management. The Best-in-Business IMPACT Award™ is not an endorsement, testimonial endorsement, recommendation or referral to Savant Capital Management with respect to its investment advisory and other services.
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Jeff Patterson of JP Hair Design to Receive Chamber’s 2018 “Ground Floor Award” for Small Business Leadership

FOR IMMEDIATE RELEASE (Nov. 6, 2018)
Contact: Erik Greenfield, Communications Manager, 608-443-1952 (office), 608-669-7884 (cell)
MADISON – The Greater Madison Chamber of Commerce announced today that Jeff “JP” Patterson, owner of JP Hair Design in Madison – which houses the Men’s Health and Education Center – will receive the Chamber’s third annual Ground Floor Award for Small Business Leadership.
The award, which recognizes true champions for small business both within their business and in the community, will be presented during a special nex7 Stage event Nov. 13 at the Madison Museum of Contemporary Art (MMoCA). Previous recipients include Jim Garner of Sergenian’s Floor Coverings and Susan Bulgrin of Culver’s on Todd Drive and Echo Tap & Grill.
“JP’s work with everyone from students to at-risk populations to entrepreneurs, not to mention his considerable skills as a business owner and barber, have made an immeasurable impact on Greater Madison,” said Chamber President Zach Brandon. “His leadership, passion and commitment to giving back to our community make him the ideal recipient of this year’s Ground Floor Award, and we look forward to honoring him on the nex7 Stage.”
Patterson opened JP Hair Design in 1998, ultimately moving the business to its current westside location and expanding to a full-service barbershop with 10 chairs. He has served on the state Cosmetology Examining Board, as well as the state Barbering Advisory Committee, where he served as chair. He has also taught Men’s Haircutting, State Laws and Sales and Marketing at Madison College.
In the community, Patterson coaches football in the Madison Memorial youth program and speaks to middle and high school students about entrepreneurship and creditability during the YMCA of Dane County’s “Friday Nights at the Y” summer events. At JP Hair Design, Patterson and his team provide free haircuts, compensation and mentoring through their “Kids Cleaning Crew” program for kids grades four to 10 that work at the shop. JP Hair Design’s biggest community campaign is the Back to School Event, which has reached 12 years of serving the community with back-to-school haircuts.
“I am honored to be recognized by the Greater Madison Chamber of Commerce for the Ground Floor Award. This award is a tribute to our wonderful team of barbers and our partnership with Aaron Perry of the Men’s Health and Education Center,” said Patterson. “As the leader of the company, an award like this creates accountability, creditability and great exposure. We will continue to be mentors, advocates and contributors to our community.”
In addition to the presentation of the Ground Floor Award, nex7 will also feature compelling pitches from the seven finalists for the Chamber’s third annual Most Innovative Company (MIC) award. The MIC finalists represent a diverse cross-section of industries, missions and locations across Greater Madison. The winner will be determined by audience vote.
To register for this free event, visit: www.greatermadisonchamber.com.
About the Greater Madison Chamber of Commerce:
The Greater Madison Chamber of Commerce is the voice of business with nearly 1,300 organizations – ranging from one-person shops to corporations with more than 10,000 employees – working to bring the Greater Madison area to its full potential. The Greater Madison region is a leader in innovation. From cutting-edge technologies to distinctive retail shops to inventive services and products, our members vary greatly but are united by the region’s entrepreneurial spirit. More information can be found at greatermadisonchamber.com.
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Marty Malloy is Awarded “Tina Hafeman Friend of WASBO” Award

Marty Malloy, Director Education and Government Practice, M3 Insurance, was awarded the Tina Hafeman Friend of WASBO Award, in acknowledgement of his special and noteworthy support to WASBO. He was presented with the award Friday, October 5 during the Wisconsin Association of School Business Officials (WASBO) annual Fall Conference in Elkhart Lake.

Malloy was nominated by his fellow WASBO Spring Conference committee members: Kathy Davis (DeForest Area School District), Ben Irwin (Cedarburg School District) and Mike Koltes (CESA 5). All Malloy’s nomination letters reference his active participation in WASBO through involvement on the Spring Conference planning committee, Certified School Risk Manager program, Safety and Risk Management committee, various conference presentations and willingness to share his expertise with anyone. A common theme noted is Malloy’s “positive attitude, sense of humor…and WASBO spirit.”

“Marty strives to provide support and develop the network within WASBO which not only helps others grow in the profession, but also illustrates the value of the organization…” noted one letter.

“In addition to his time and great personality, Marty is an advocate for WASBO. He encourages others to participate and represents WASBO well. He does all of these great things while remaining humble,” noted another. This honor carries with it a $500 donation in the recipient’s name to a charity of the recipient’s choice that benefits children in Wisconsin, as he has shown through his work within WASBO. Malloy has selected American Family
Children’s Hospital to receive this donation.

WASBO Mission: To provide professional development, to foster a network of support and to advocate for funding that ensures outstanding educational opportunities for all children in Wisconsin

WASBO Vision: To be the most influential Wisconsin organization for state and national school business management and leadership

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About M3

M3 Insurance offers insight, advice and strategies to help clients manage risk, purchase insurance and provide employee benefits. We are committed to being experts in both the products we represent and the industries we serve. Our people advance M3’s competitive advantage in the marketplace, and our focus on community builds better places to live and work. M3 is consistently ranked a top 100 broker in America and celebrates its 50thanniversary in 2018.

DeWitt Ross & Stevens Recognizes Laura M. Davis as 2018 Jack DeWitt Pro Bono Award Recipient

FOR IMMEDIATE RELEASE

September 24, 2018

FOR INFORMATION CONTACT:

Michelle M. Friedman (262) 754-2877

mmf@dewittross.com

DeWitt Ross & Stevens Recognizes Laura M. Davis as 2018 Jack DeWitt Pro Bono Award Recipient

MADISON|BROOKFIELD|MINNEAPOLIS – DeWitt Ross & Stevens S.C., and its affiliate DeWitt Mackall Crounse & Moore S.C., announced today that attorney Laura M. Davis of its Madison office has been named the 2018 recipient of the Jack DeWitt Pro Bono Award. Each year, the award recognizes one attorney or team of attorneys in the firm for their pro bono efforts.

Davis’ passion for pro bono legal service began in undergraduate school where she volunteered as a Court Appointed Special Advocate (CASA). Her service continued in law school where she worked for the Wisconsin Innocence Project and received the Melvin Friedman Memorial Scholarship for her outstanding work in the role.

In addition to her pro bono service, Davis has played an intricate role in establishing a formal Pro Bono Policy and Committee within the firm, to centralize pro bono activities that currently exist.

“Laura’s passion and dedication to helping those of limited means is second to none,” said Bradley Fulton, President & Managing Partner at DeWitt. “Her ongoing pro bono service is commendable, and we are honored to name her as this year’s award recipient.”

The pro bono award is named in honor of Jack DeWitt, a founding partner of DeWitt Ross & Stevens S.C. who passed away in 2012 at the age of 93.

About DeWitt

DeWitt Ross & Stevens S.C., including its affiliate DeWitt Mackall Crounse & Moore S.C., is one of the ten largest law firms based in Wisconsin, with an additional presence in Minnesota. It has nearly 140 attorneys practicing in Madison and Metropolitan Milwaukee, Wisconsin, and Minneapolis, Minnesota, in a variety of legal areas and has the experience to service clients of all scopes and sizes. The firm is known for its work in several areas, including civil rights litigation, construction litigation, corporate law, employment, environmental, employee benefits, estate planning, family law, government relations, health care, intellectual property, patents, trademarks and copyright law, litigation, personal injury, real estate, and tax law.

Savant Continues to be Recognized as a Top Investment and Accounting Leader

CONTACT: Catherine Povalitis, Chartwell Agency, cpovalitis@chartwell-agency.com, 779-537-1282

Savant Continues to be Recognized as a Top Investment and Accounting Leader

Industry trade publications release national rankings of top RIA and CPA firms in 2018

MADISON, Wis. (July 24, 2018) – Savant Capital Management, a nationally-recognized fee-only wealth management firm headquartered in Rockford, IL, with locations in Madison and Park Falls, WI; Chicago, Freeport, Geneva, Hoffman Estates, Naperville, Peoria, Sterling, and Wilmette, IL; and McLean, VA, has been recognized by Financial Advisor, Financial Times, and InvestmentNews as a leading Registered Investment Advisor (RIA) firm and by Accounting Today as one of the nation’s leading CPA firms by assets under management (AUM).

Financial Advisor magazine has ranked Savant #48 in its 2018 list of top RIA firms – climbing five spots from 2017. The list includes more than 700 RIAs from across the nation and is based on a survey of the firms’ discretionary AUM. This is the tenth consecutive year Savant has made the list. To view the complete list, click here.

Additionally, Savant has been named to the Financial Times’ “FT 300: Top Registered Investment Advisers” list for 2018. The firm is one of 21 Illinois RIA firms to be recognized. The results of the list were based on AUM, asset growth rate, the firm’s longevity, compliance record, industry certifications, and online accessibility. This is the fifth year that Savant has been recognized. Click here to view the complete list.

The firm also was named by financial trade publication InvestmentNews as one of its 2018 nationwide ranking of leading RIA firms. Savant ranked #47 on the comprehensive list of more than 2,100 firms. The list is based on total AUM and is the eleventh time Savant has been recognized. To view the full list, click here.

Accounting Today magazine has ranked Savant for the sixth time in its “Top Wealth Magnet” list. Advancing one spot from 2017, Savant was named #4 out of 150 leading CPA financial planning firms in the United States. Savant is part of the “Billion Dollar Club” category based on AUM. Today, the firm manages nearly $6 billion in assets for its clients. Click here for the complete list.

“We are honored by the ongoing recognition we have received from the industry’s leading trade media, and are proud to be listed alongside the nation’s leading RIA and accounting firms,” said Brent Brodeski, CEO of Savant. “Our success is a direct reflection of Team Savant’s dedication to helping build ideal futures for our clients and the communities we serve.”

For more information about Savant Capital Management, visit savantcapital.com.

About Savant Capital Management

Savant Capital Management is a leading independent, nationally-recognized, fee-only firm serving clients for 30 years with nearly $6 billion in assets under management. As a trusted advisor, Savant Capital 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 regularly recognized among the top wealth managers in the United States. Savant was the recipient of the 2015 Best-in-Business IMPACT Award™, part of Schwab’s IMPACT Awards® program to recognize excellence in the business of independent financial advice. Savant has consistently received other industry recognitions including recently being featured on the Forbes’ top 200 financial advisors list, the Barron’s top 20 independent advisory firms list, being named the #9 rated RIA firm by Financial

Planning magazine, and included in additional top advisors lists by Financial Advisor magazine and InvestmentNews.

Savant Capital Management is a Registered Investment Advisor. Savant’s marketing material should not be construed by any existing or prospective client as a guarantee that they will experience a certain level of results if they engage Savant’s services and may include lists or rankings published by magazines and

other sources which are generally based exclusively on information prepared and submitted by the recognized advisor. Click here for more information about Savant or to view our Important Disclosures.

Savant Capital Management and its employees are independent of and are not employees or agents of Charles Schwab & Co., Inc. (“Schwab”). Schwab does not prepare, verify or endorse information distributed by Savant Capital Management. The Best-in-Business IMPACT Award™ is not an endorsement, testimonial endorsement, recommendation or referral to Savant Capital Management with respect to its investment advisory and other services.