Tracy S. Beard

CFP®, AIF®, MSFS

Since I was a young adult, I have had a passion for helping others. As an independent advisor and planner we are in a unique position to impact one of the most important elements of one’s life. Witnessing the impact our partnership has with clients and their future generations is extremely rewarding to me.

190 Buckley Drive Rockford, IL 61107
815.227.0300

Tracy has been involved in the financial services industry since 1998. Prior to joining Savant, he helped companies develop, install, and maintain employee benefit programs. Tracy earned a bachelor of science degree in economics/finance from Rockford University and a master of science in financial services from The American College in Bryn Mawr, PA. He is a CERTIFIED FINANCIAL PLANNER™ professional and an Accredited Investment Fiduciary® (AIF®).

Tracy and his wife have two children. He is an outdoor enthusiast and enjoys fishing, hiking, and camping. He and his family also enjoy traveling to new places that connect them to the outdoors. Tracy has a passion for cooking (and eating) good food. During the summer months you’ll find him smoking meats (real BBQ) and crafting wood-fired pizzas in the evenings.


Education &
Designations

  • Rockford University
    Bachelor of Science in Economics/Finance
  • The American College, Bryn Mawr, PA
    Master of Science in Financial Services
  • CERTIFIED FINANCIAL PLANNER™ professional
  • Accredited Investment Fiduciary® (AIF®)

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.