Category: Accomplishments
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.
Photo by Richard Hurd
ZEBRADOG Receives National Recognition, Featured in Washington, DC Exhibition
FOR IMMEDIATE RELEASE
DATE: 3/22/2017
CONTACT: Chris Moore
PHONE: 608-257-8400
EMAIL: chris@zebradog.com
ZEBRADOG Receives National Recognition, Featured in Washington, DC Exhibition
Experiential Design firm ZEBRADOG of Madison, WI, has recently received national award recognition by CODAworx, for their “Story of Livsreise” video production which features the collaborative design and storytelling efforts orchestrated by ZEBRADOG to create Livsreise Norwegian Heritage Center in Stoughton, Wisconsin.
https://www.codaworx.com/project/livsreise-life-s-journey-the-bryant-foundation-55f9c8fdab216
As a “2016 CODAvideo: Collaboration” finalist, ZEBRADOG’s video will be featured in the famous Octagon Museum, 1799 New York Ave NW, Washington, DC. Designed by the first architect of the United States Capitol, William Thornton, the Octagon Museum is now the home to the Architects Foundation, the philanthropic organization of the American Institute of Architects (AIA), whose mission is to demonstrate the value of architecture through actionable programs in resilience, health, education, and preservation. The best videos in this CODAvideo category celebrate the art and design project teams and their collaborative working relationship.
The video will be on display as a part of the “The CODAworx CODAawards Exhibition” which is free and open to the public from March 23 – October 31, 2017.
More information can be found here on the exhibition: https://www.codaworx.com/exhibition
More information can be found here on the “2016 CODAvideo Collaboration Awards”: https://www.codaworx.com/awards/video/2015/categories
ZEBRADOG, founded in 1994 by Creative Director Mark Schmitz, is a multi-disciplinary Experiential Graphic Design firm specializing in the creation of visitor and guest experience programs for private and public spaces worldwide. ZEBRADOG is located in the historic Sixth Ward Carnegie Library at 1249 Williamson Street, Madison, WI (608) 257-8400.
ZEBRADOG has been recognized internationally for over two decades for their specialized approach to authentic storytelling within the built environments of their clients.
CODAworx was formed in 2012 by Toni Sikes and Terry Maxwell as a global platform to showcase design projects that feature commissioned artwork in interior, architectural, and public spaces.
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Photo by Richard Hurd
Savant Capital Management Reaches Important Milestone
Savant Capital Management, a nationally recognized fee-only wealth management firm headquartered in Rockford, IL, with 12 offices in three states, including Madison and Park Falls, has hit another important milestone in the firm’s 30-year history. Today, the firm announced it has reached $5 billion in assets under management (AUM).
Savant set a goal to achieve $5 billion in AUM ten years ago, when the firm reached the $1 billion milestone. The firm accomplished that goal by growing 400 percent over the past ten years. During that time, Savant significantly expanded its team, added new capabilities, locations and clients with five merger & acquisition (M&A) transactions, and has expanded its ownership to 47 employees.
More milestones are expected to take place soon, as the firm intends to grow its national footprint even further through future M&A opportunities.
“Team Savant accomplished this goal together, despite the challenges of the financial crisis and other curve balls along the way,” said Brent Brodeski, CEO of Savant. “We believe our persistence in being innovative, making smart decisions and driving forward, has helped create significant value for countless families in the process. Along the way, we have become one of the nation’s largest wealth management firms. I am immensely proud of what our team has accomplished.”
Savant employs more than 140 team members. Headquartered in Rockford, IL, Savant also has offices in the following locations: Chicago, IL; Freeport, IL; Geneva, IL; Hoffman Estates, IL; Naperville, IL; Peoria, IL; Sterling, IL; Wilmette, IL; McLean, VA; Madison, WI; and Park Falls, WI. For more information, 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 $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.
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Photo by Richard Hurd
WPS is named one of the World’s Most Ethical Companies
WPS Health Solutions again is being recognized by the Ethisphere® Institute as a World’s Most Ethical Company®. This is the eighth time that WPS has received the award, which recognizes companies that continue to raise the bar on ethical leadership and corporate behavior.
Wisconsin Physicians Service Insurance Corporation (WPS Health Solutions) is one of 124 companies recognized this year.
“WPS is honored to again be recognized for having a comprehensive compliance program that fosters a culture of ethics in our work environment,” said Jane Keller-Allen, WPS Vice President of Internal Audit, Compliance and Risk. “The Ethisphere award is a testament to our commitment to good corporate citizenship, effective leadership, and solid governance.”
The Ethisphere Institute is a global leader in defining and advancing the standards of ethical business practices. The World’s Most Ethical Company assessment is based upon the Ethisphere Institute’s Ethics Quotient® framework. Scores are generated in five key categories: ethics and compliance program (35%), corporate citizenship and responsibility (20%), culture of ethics (20%), governance (15%) and leadership, innovation and reputation (10%).
The full list can be found at http://worldsmostethicalcompanies.ethisphere.com/honorees.
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 www.wpsic.com.