Navigating your finances can be easy when you have a good financial plan in place. But life doesn’t always go according to plan. Join financial advisors Libby Muldowney and Steve Lorence as they discuss ways you can plan for the unexpected and what to do when life gets messy.
In this webinar, we will discuss:
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Financial Advisor
Libby is a founding member of Cents of Self, an initiative that inspires, informs, and empowers women to pursue their best financial futures. She has been involved in the financial services industry since 2003. Prior to becoming a financial advisor, she worked for Savant as a client services representative. Before that she was a member of the Retirement Plan Services Team working with qualified plans. Prior to joining Savant, Libby was a customer service manager for a local bank. Her responsibilities included audits, compliance, and daily operations. She also focused on customer service excellence, problem resolution, and new client acquisition.
Libby earned a bachelor of arts degree in economics with a focus on finance from Rockford University. She is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Retirement Planning Counselor (CRPC®), and a Behavioral Financial Advisor™ (BFA™).
Libby actively participates in the Rockford community by volunteering with various non-profits, serving on committees, supporting local events, and helping in her children’s classrooms whenever possible. She is a member of the Illinois Growth Enterprises board and is a graduate of the Leadership Rockford program through the Rockford Chamber of Commerce.
Libby and her three children live in Rockford where she was born and raised. She loves to read, travel whenever possible, spend time with friends and family, and lead a healthy and active lifestyle.
Financial Advisor
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.