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string(1847) "Lois is a lead and financial advisor in Savant’s Chicago Northcenter office. She has a membership interest in Savant.
Lois’s work with clients is elevated beyond just the technical and encourages positive financial change in their lives. As CERTIFIED FINANCIAL PLANNER® professional, Lois is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
Lois has been involved in the financial services industry since 1997. She owned a Chicago-based accounting firm for 13 years and transitioned it into a fee-only comprehensive financial planning firm after she and her husband were unable to hire a fee-only planner who could meet their needs. Understanding the wider business opportunity, Lois opened Basil Financial Group in the Northcenter neighborhood of Chicago in 2011. It joined with Savant in 2023.
Lois believes in giving back to her profession, her community, and her church. She served on the board of the Alliance of Comprehensive Planners for four years and as its president in 2017. She is very active in her church, singing in the choir, served as treasurer, and has travelled to Appalachia five times to assist with emergency home repair.
Lois earned a bachelor of arts degree in accounting from Augustana College. She is a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).
Lois and her husband Greg cherish their time spent with family. They live in the Lincoln Square neighborhood of Chicago. Her oldest daughter, Hannah, is a financial advisor at Savant. Lois enjoys bike riding, traveling, reading, and visiting botanic gardens."
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string(1947) "Hannah is a financial advisor in Savant’s Chicago Northcenter office.
As a CERTIFIED FINANCIAL PLANNER® professional, Hannah is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
Hannah has been involved in the financial services industry since 2013. Her interest in financial planning began in her first post-college job when she noticed members of her cohort making varied choices in their personal finances, despite having identical compensation packages. Hannah sought a way to deliver financial fundamentals to younger clients, as she understands the power of a long time horizon. This led Hannah to a web development program with inklings of launching her own Fintech solution.
Ultimately, Hannah joined her mother, Lois, at Basil Financial Group, to help systematize the business and to innovate the services for younger clients. Hannah was a financial advisor and partner at Basil Financial Group from 2015 until it joined with Savant in 2023.
Hannah is a member of the Financial Planning Association (FPA) and a sustaining member of Phi Beta Kappa.
Hannah graduated summa cum laude with a bachelor of arts degree in economics and a minor in business and management with a concentration in marketing from Knox College in Galesburg, IL. She also studied corporate finance and international marketing at the London School of Economics.
Hannah takes pride in being a lifelong Chicagoan and lives in the North Mayfair neighborhood of Chicago with her husband, young children, and dog. Hannah is active in her community and church, having founded a Young Adults social group. In her free time, Hannah enjoys hosting dinner parties, making memories with her family, stand-up paddle boarding, and traveling."
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string(1292) "Cory is a financial advisor in Savant’s Chicago and Downers Grove, IL offices.
As a CERTIFIED FINANCIAL PLANNER® professional and Chartered Retirement Plans Specialist
SM (CRPS®), Cory is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
Cory has been involved in the financial services industry since 2014. Prior to joining Savant, he was a retirement plan advisor for a nationwide registered investment advisory firm, where he gained significant experience working with and managing retirement plan services for business owners and plan sponsors.
Cory earned a bachelor of arts degree in personal financial planning from Lindenwood University in St. Charles, MO, where he played Division I volleyball.
Cory was born and raised in St. Louis and moved to Chicago in 2019. He enjoys staying active by working out and playing as many sports as possible. International travel is a recent hobby, and Cory plans to visit one new country each year. He and his father are avid Kansas City Chiefs fans and watched them win Super Bowl LIV in Miami in 2020."
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string(15) "Cory D. Buehler"
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string(183) "Cory has been involved in the financial services industry since 2014. He earned a bachelor of arts degree in personal financial planning from Lindenwood University in St. Charles, MO."
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string(1646) "Martin is a financial advisor in Savant’s Wilmette, IL and Chicago Northcenter offices.
As a CERTIFIED FINANCIAL PLANNER® professional, Martin is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
Martin has been involved in the financial services industry since 2013. Prior to joining Savant, he was an advisor for two large wealth management firms. Martin also has prior clinical experience as an art therapist in psychiatric and special education settings and as graduate faculty at the School of the Art Institute of Chicago and Columbia College Chicago. As a Chicago writer, Martin has helped several large nonprofit organizations raise funds for their public programs.
As long-time residents of Chicago’s Lincoln Square neighborhood, Martin and his wife are always looking for ways to promote community. In 2012 Martin doubled the size of a neighborhood children’s park by brokering an agreement between the Chicago Park District and the Chicago Transit Authority, with assistance from two aldermen, several nonprofit organizations, and other key community members.
Martin earned a bachelor of applied arts degree in sculpture from San Diego State University and a master of arts (MA) degree in art therapy from the School of the Art Institute of Chicago.
Martin is fluent in French. He and his wife have two children and have lived in Lincoln Square since 2000."
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string(17) "Martin F. Perdoux"
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string(202) "Martin has prior clinical experience as an art therapist in psychiatric and special education settings and as graduate faculty at the School of the Art Institute of Chicago and Columbia College Chicago."
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string(1280) "Tony is a financial advisor in Savant’s Wilmette, IL and Chicago Northcenter offices. He has a membership interest in Savant.
As a Chartered Financial Analyst® (CFA®), CERTIFIED FINANCIAL PLANNER® professional, and Accredited Wealth Management Advisor® (AWMA®), Tony is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
Tony has been involved in the financial services industry since 2007. Prior to joining Savant, he was an advisor for several large wealth management firms.
Tony is chairman of the board of directors and serves on the Finance Committee and Executive Committee for the Illinois Medical District Guest House, whose mission is to provide temporary housing for outpatients and the families of patients traveling to Chicago for medical treatment.
Tony is a cum laude graduate of Northern Illinois University with a bachelor of arts degree in philosophy.
Tony and his wife Janice have three children. They live in Chicago’s Southport Corridor neighborhood and are huge Chicago Cubs fans."
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