Stephen C. Lorence

CFP®

“Someone's sitting in the shade today because someone planted a tree a long time ago." – Warren Buffet

190 Buckley Drive Rockford, IL 61107
815.227.0300

Steve has been involved in the financial services industry since 2013. Prior to joining Savant, he worked at a nationwide financial advisory firm as a relationship manager, facilitating the financial planning process for clients.

Steve earned a bachelor of science degree in finance with a focus on financial services and management from Kansas State University. He is a CERTIFIED FINANCIAL PLANNER™ professional. Steve serves on the board of trustees at Burpee Museum of Natural History. He has a passion for sports and fitness and likes to spend his free time at the gym or outside enjoying nature.


Education &
Designations

  • Kansas State University
    Bachelor of Science in Finance with a focus on Financial Services and Management
  • CERTIFIED FINANCIAL PLANNER™ professional

Affiliations &
Community Service

  • Burpee Museum of Natural History – board of trustees member

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.