Thomas J. Ptacin

CFP®, AIF®, CRPS®, MBA

190 Buckley Drive Rockford, IL 61107
815.227.0300

Tom has been involved in the financial services industry since 1998. Prior to joining Savant, he held positions in trading and management with a large insurance company. His strong background in investment operations has been pivotal in the successful execution of trading and other portfolio management and reporting functions at Savant.

Tom earned a bachelor of science degree in business administration with an emphasis in finance and economics from the University of Wisconsin-Eau Claire and a master’s degree in business administration from the University of Montana. He is a CERTIFIED FINANCIAL PLANNER™ professional, an Accredited Investment Fiduciary® (AIF®), and a Chartered Retirement Plan SpecialistSM (CRPS®).

Tom and his wife Kari have two children, Thomas and Anna. He is an avid outdoorsman who enjoys fishing, travel, tennis, golf, and spending time with children.


Education &
Designations

  • University of Wisconsin-Eau Claire
    Bachelor of Science in Business Administration with an emphasis in Finance and Economics
  • University of Montana
    MBA
  • CERTIFIED FINANCIAL PLANNER™ professional
  • Accredited Investment Fiduciary® (AIF®)
  • Chartered Retirement Plan SpecialistSM (CRPS®)

 

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.