Category: Accomplishments
Photo by Richard Hurd
Savant Advisor Earns Chartered Retirement Plans SpecialistSM Designation
MADISON, WI (June 1, 2017) – Savant Capital Management, a nationally-recognized fee-only wealth management firm, is pleased to announce that financial advisor Sarah McGinniss earned the Chartered Retirement Plans SpecialistSM (CRPS®) designation.
The CRPS® program is available to professionals who specialize in creating, implementing, and maintaining retirement plans for businesses. The program covers design, installation, administration, and maintenance of retirement plans. Additionally, to receive the CRPS® designation individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.
McGinniss works out of Savant’s Madison, WI office and is a member of the Advisory Team. As a financial advisor, she is responsible for managing all aspects of the financial planning and investment process for Savant’s clients. She regularly meets with clients, other advisors, portfolio managers, and financial planners to formulate and coordinate effective planning, investment, and tax strategies.
McGinniss earned a bachelor of science degree in finance from the University of Illinois, where she graduated as a top 10 student in the College of Business and a top 100 student in the university. In addition to her CRPS® designation, she is a CERTIFIED FINANCIAL PLANNER™ professional.
About Savant Capital Management
Savant Capital Management is a leading independent, nationally-recognized, fee-only firm, serving clients for 30 years with $5 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 included 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. For more information about Savant or to view our Important Disclosures, go to www.savantcapital.com.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements
Photo by Richard Hurd
WPS Part D achieves best audit score from CMS
The Medicare Part D prescription drug plan at WPS Health Insurance received the best audit score in the nation for 2016, according to a new report from the Centers for Medicare & Medicaid Services (CMS).
CMS conducted 37 program audits covering Medicare Advantage organizations, Medicare Advantage prescription drug plans, and Medicare prescription drug plans. WPS had the best overall audit score.
“The WPS Part D program is a collaborative effort that requires expertise from all aspects of the company, especially Compliance, Medicare Market Solutions, and our Pharmacy departments,” said Mike Chester, Director of Pharmacy and Business Systems in Medical Affairs. “WPS’ investment in the Pharmacy team to provide program oversight was crucial to our success.”
Michelle Littel, Manager of Medicare Product Regulations at WPS, commented on the role of teamwork in operating a successful Part D program. “I think that what makes us successful is the fact we truly act as a team. We all bring our strengths to the table and work together. We could not accomplish what we do without each other.”
Jim Baird, Vice President, Medicare Market Solutions added, “In the end, it’s all about our customers. Our goal is to provide them with the highest-quality plans and the very best customer experience. They rely on us to provide coverage for vital health care needs and we want to always be there for them.”
The WPS achievement was recognized in a May 15 story published by Bloomberg Government, a national news service that covers the government sector.
The Medicare Advantage and prescription drug plans provide health care and prescription drug benefits for eligible individuals aged 65 years and older, and eligible individuals with disabilities. CMS contracts with private companies, referred to as “sponsors,” to provide these benefits to beneficiaries.
The audit evaluated WPS’ compliance in:
- Compliance program effectiveness
- Part D formulary and benefit administration
- Part D coverage determinations, appeals, and grievances
About WPS Health Solutions
WPS Health Solutions is a nationally regarded government contractor and a leading Wisconsin not-for-profit health insurer. The WPS Health Insurance division offers affordable health plans and benefits administration. The WPS Government Health Administrators division administers Part A and B Medicare benefits for millions of seniors in multiple states, and the WPS Military and Veterans Health division serves millions more members who are active in the U.S. military, veterans and their families. In 2017, the international Ethisphere® Institute named WPS one of the World’s Most Ethical Companies® for the eighth straight year. For more information, please visit wpsic.com.
Photo by Richard Hurd
First Business Capital Corp. Announces Closed Deal
Contact:
Jen Braico
Senior Copywriter & Content Strategist
First Business Financial Services, Inc.
608-232-5773, jbraico@firstbusiness.com
First Business Capital Corp. Announces Closed Deal
MADISON, WI, May 3, 2017 – Chuck Batson, President and CEO, announced today that First Business Capital Corp. recently closed and funded a $6,185,000 credit facility including a revolving line of credit and equipment term loan for a specialty paper products manufacturer in the Pacific Northwest. First Business Capital Corp. is a part of First Business Financial Services, Inc.(Nasdaq:FBIZ).
About First Business Capital Corp.
First Business Capital Corp. is a bank-owned specialty lender providing asset-based loans and factoring services to privately held businesses with revenues of up to $75,000,000 and financing requirements of up to $10,000,000. First Business Capital Corp. provides funding to companies in transition to accomplish a turnaround, restructuring, acquisition, recapitalization, or rapid growth opportunity.
About First Business
First Business Financial Services, Inc. (NASDAQ: FBIZ) is a Wisconsin-based bank holding company, focused on the unique needs of businesses, business executives, and high net worth individuals. First Business offers commercial banking, specialty finance, and private wealth management solutions, and because of its niche focus, is able to provide its clients with unmatched expertise, accessibility, and responsiveness. For additional information, visit www.firstbusiness.com or call 608-238-8008.
Member FDIC, First Business’s corporate headquarters are at 401 Charmany Drive in Madison, WI. For additional information, visitwww.firstbusiness.com or call 608-238-8008.
The First Business logo is available at http://www.firstbusiness.com/logo/.
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Photo by Richard Hurd
Strang Controls Director Earns WELL Credential
Katie Lowery, Director of Integrated Control Systems at Strang, recently received her WELL Building credential.
WELL standards focus on design elements that assure building occupants will be comfortable and healthy in the same way LEED standards focus on qualities that save energy and reduce water use.
The credential is given by the International WELL Building Institute (IWBI), apublic benefit corporation whose mission is to improve human health and well-being in buildings and communities across the world. The IWBI certifiesprojects that meet standards and accredits professionals who pass rigorous testing.
“WELL aligns with our philosophy toward design, and fits with our company culture here. So it’s very fitting for Katie to have earned the credential,” said Strang President & CEO Larry Barton, also a WELL-accredited professional.
Katie earned her Bachelor of Science Degree in Mechanical Engineering at the University of Wisconsin – Madison. She became a LEED-accredited professional in 2012.
Photo by Richard Hurd
Savant Advisor Earns CERTIFIED FINANCIAL PLANNER Certification
MADISON, WI (April 13, 2017) – Savant Capital Management, a nationally-recognized fee-only wealth management firm, is pleased to announce that Sarah McGinniss recently earned the Certified Financial PlannerTM certification.
The CFP® certification process, administered by the CFP Board, identifies to the public that those individuals who have been authorized to use the CFP® certification marks in the U.S. have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients.
McGinniss is a financial advisor in Savant’s Madison office and is a member of the Advisory Team. She is responsible for managing all aspects of the financial planning and investment process for Savant’s clients. She regularly meets with clients, other advisors, portfolio managers, and financial planners to formulate and coordinate effective planning, investment, and tax strategies.
About Savant Capital Management
Savant Capital Management is a leading independent, nationally-recognized, fee-only firm, serving clients for 30 years with $5 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 included 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. For more information about Savant or to view our Important Disclosures, go to www.savantcapital.com.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.