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 Specialist^SM (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

Friends of MSCR Golf Outing

Contact: Nicole Graper at ngraper@madison.k12.wi.us or 608-204-3017, or Lucy Chaffin at lchaffin@madison.k12.wi.us or 608-204-3015

Friends of MSCR Golf Outing
Enjoy a fun day of golf & support a good cause!

Friends of MSCR is holding the 13^th annual Fore Friends Golf Outing on Tuesday, July 18, at Cherokee Country Club, 5000 N. Sherman Ave, Madison.  Event sponsors include Oak Park Place, CUNA Mutual Group, Irwin A. and Robert D. Goodman Foundation, Group Health Cooperative, The August Foundation and Phil and Anne Duffy (in memory of Robert Parenteau).
Enjoy 18 holes in this fun golf scramble.  Network with community and business leaders and experience Cherokee Country Club!  Check in begins at 9:30 am with lunch.  A dinner, auction and awards program follow golf at 4:30 pm. Registration includes lunch, greens fees, golf cart, dinner and a golfer gift.

The Golf Outing proceeds help fund important MSCR projects like these:

• 50+ Yoga Suave en Espanol, a successful program held at MSCR East taught in Spanish to Spanish speaking older adults
• Special afterschool clubs like Unique Fitness at Memorial High, and Female Empowerment at West High
• Afternoon activities for high schoolers attending summer school
• Gymnastics and Tumbling Equipment
• 3 vs 3 Adult Basketball Tournament
• Fee waivers for low-income participants from Allied Learning Center to attend Camp Tall Oaks at the Jackson School Forest

“Each year, MSCR serves more than 10,000 youth in afterschool child care and summer programs.  Our programs are accessible for low income families.  Proceeds for the event support several youth programs, and help keep our activities affordable and accessible,” said Lucy Chaffin, MSCR Executive Director. “We are grateful for our long-time sponsors and donors.”

The Friends of Madison School & Community Recreation (MSCR) is a non-profit organization that values MSCR as a vital community resource.  Since 1926, MSCR has been Madison’s community based public recreation department.  Friends of MSCR support public recreation as an approach to enrich the lives of individuals and the community.

Go to  www.mscr.org  or call 608-204-3000 for information on golfing, sponsoring the event, or bidding on online auction items. The auction bidding begins in June.  Learn more at http://www.mscr.org/get-involved/friends-of-mscr/fore-friends-golf-outing

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Starion Bank receives highest rating from BauerFinancial

Starion Bank has received a five star “superior” rating from BauerFinancial, the nation’s leading independent bank and credit union rating firm.

BauerFinancial has been reporting on and analyzing the performance of U.S. banks and credit unions since 1983. Star ratings are assigned on a scale of zero-to-five stars, with five being the strongest, and are based on the overall financial picture of the financial institution. The ratings are independent, meaning no institution is able to pay to be rated or excluded.

“We are proud to repeatedly receive Bauer’s top rating,” says Craig Larson, CEO at Starion Bank. “This recognition is possible thanks to the commitment Starion employees make to providing exceptional service to each and every customer. That dedication makes Starion a great place to bank and to work.”

ITS Compliance, Inc. Adds New Sr. Account Executive

The ITS Compliance, Inc. team is happy and excited to announce the addition of Adeline Arriola to the Account Executive team. With growth of any company comes a need to grow staff and Adeline will be part of that expansion.

Adeline will be responsible for driving success in the western region of the US.  She is Located in the immediate San Francisco Bay Area.  Adeline has 13 years of enterprise software/technology solutions selling focused on all facets of Field Force Management (including people, asset, fleet tracking and end-to-end logistics).  More recently, she served the Roadnet Technologies/Omnitracs team as a Senior Enterprise Account Manager in the Western Region.  Adeline has visited dozens of major Metropolitan Arts Museums across the U.S. and has visited more than five different countries around the world–including Costa Rica, Japan, Indonesia, Mexico, Korea, Australia, and the Philippines. She also has visited more than 30 of the 50 states that make up the United States. Adeline’s true affinity is for American history, and she appreciates historical figures’ biographies.

About ITS Compliance, Inc.
ITS Compliance, Inc. – an industry leader providing cost-effective, web-based driver and vehicle regulatory and risk-management solutions – is celebrating 30+ years of service excellence. ITS reduces your compliance costs, liability, and risk exposure increasing profitability. Leading, national fleets use ITS’ web-based driver qualification and fuel tax reporting, vehicle registration, e-DVIR auditing, periodic inspection/maintenance tracking, background investigation, drug and alcohol testing, Hours of Service (HOS) auditing, and online training compliance-management solutions as “Their Partner for Success!”

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Tom Hunter Joins CG Schmidt as a Superintendent

“I was excited to join CG Schmidt for the family, team like atmosphere that existed. From the moment I interviewed with Mark and Eric Schmidt I knew that this company was where I wanted to be,” was Tom’s response when asked what he found most exciting about joining the CG Schmidt team.