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Rockford Sun

Monday, December 30, 2024

SAVANT CAPITAL MANAGEMENT: Scott Wintersteen Joins Savant Wealth Management

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Savant Capital Management issued the following announcement on Nov. 18.

Savant Wealth Management (formerly Savant Capital Management) has welcomed Scott Wintersteen as a financial advisor in the firm’s Lincolnshire office. Wintersteen joined Savant on Oct. 5.

As a financial advisor, Wintersteen is a member of the firm’s Advisory Team and is responsible for managing all aspects of the financial planning and investment process for Savant’s clients. In his new role, Wintersteen will regularly meet with clients, advisors, portfolio managers, accountants, attorneys, and financial planners to formulate and coordinate effective planning, investment, and tax strategies.

Wintersteen has been involved in the financial services industry since 2006. Prior to joining Savant, he spent 14 years in corporate finance, primarily in Treasury functions with foreign exchange and commodity management, pension investments, insurance, and banking responsibilities at food and industrial conglomerates. Wintersteen earned a bachelor’s degree in accounting from Purdue University and is a member of the CFA Society of Chicago. He is a CERTIFIED FINANCIAL PLANNER™ professional and a certified public accountant.

Original source can be found here.

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