Brian Conroy manages Savant’s Chicago and suburban Chicago offices, working with families to formulate and coordinate effective planning, investment and tax strategies. He has been involved in the financial services industry since 1993. Brian has trained advisors, registered investment representatives and insurance agents, and founded a fee-only financial planning firm based in Schaumburg, Ill. He has taught financial planning courses for the Northwestern University CERTIFIED FINANCIAL PLANNERTM Certification Education Program. He earned a bachelor of arts degree from North Central College, completed DePaul University’s certificate program in financial planning and is a CERTIFIED FINANCIAL PLANNERTM professional, a chartered retirement plans specialist (CRPS®) and an accredited investment fiduciary (AIF). Contact Brian to help you work toward building your ideal future.
Brian Conroy manages Savant’s Chicago and suburban Chicago offices, working with families to formulate and coordinate effective planning, investment and tax strategies. He has been involved in the financial services industry since 1993. Brian has trained advisors, registered investment representatives and insurance agents, and founded a fee-only financial planning firm based in Schaumburg, Ill. He has taught financial planning courses for the Northwestern University CERTIFIED FINANCIAL PLANNERTM Certification Education Program. He earned a bachelor of arts degree from North Central College, completed DePaul University’s certificate program in financial planning and is a CERTIFIED FINANCIAL PLANNERTM professional, a chartered retirement plans specialist (CRPS®) and an accredited investment fiduciary (AIF). Contact Brian to help you work toward building your ideal future.
Why should you consider a ‘personal CFO’ when looking to reduce your family’s financial complexity?
As a top executive, you manage the big picture of running your business, not its mundane day-to-day operations. And because you establish overarching goals for your company, you likely rely on a competent Chief Financial Officer to quantify those goals, develop strategies and measure progress. Your company’s CFO also serves as a liaison with banks, […]
