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Schedule a CallLorene K. Shaw
CPA, CFP®, CDFA
Tax and Consulting Leader / Member Owner
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Education &
Affiliations &
Rene has been involved in the financial services industry since 1982. Prior to joining Savant, she was a partner at Green, Plagge & Shaw, where she specialized in tax planning and preparation, financial reporting, and business management consulting. Rene excels at transitioning new clients and preparing individual, corporate, and partnership tax returns.
Rene graduated magna cum laude with a bachelor of science degree in accounting from Northern Illinois University. She is a Certified Public Accountant (CPA), a CERTIFIED FINANCIAL PLANNER™ professional, and a Certified Divorce Financial Analyst (CDFA). Rene is involved with the Illinois CPA Society, the American Institute of Certified Public Accountants, and the Financial Planning Society. Rene has two adult sons. She enjoys yoga and outdoor activities.
Education &
Designations
- Northern Illinois University
Bachelor of Science in Accounting, magna cum laude - Certified Public Accountant (CPA)
- CERTIFIED FINANCIAL PLANNER™ professional
- Certified Divorce Financial Analyst (CDFA)
Affiliations &
Community Service
- Illinois CPA Society – member
- American Institute of Certified Public Accountants (AICPA) – member
- Financial Planning Society – 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.