Savant Wealth Management
Rachel Dano, IACCP(R), has extensive experience in compliance and accounting roles. Currently serving as Compliance Manager and Compliance Specialist at Savant Wealth Management since July 2014, Rachel is responsible for monitoring, reporting, training, and coordinating compliance activities to meet regulatory requirements. Previous roles include Interim Accounting Supervisor at VHD, Accounting Manager in the insurance sector, and Teller/Branch Operations at US Bank, where Rachel earned accolades as a Top Performer. Early career experiences involved positions at Bergner's as a Lancôme Beauty Advisor and Service Desk Associate/Cash Office Assistant, showcasing strong customer service and operational skills.
Savant Wealth Management
Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for over 30 years with more than $11 billion in assets under management and assets under advisement (as of 6/30/2021). As a trusted advisor, Savant Wealth Management offers investment management, financial planning, retirement plan andfamily office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.