CFP®, CPA
Director of Financial Planning
This is the most amazing profession in the world! Each day, I learn about my clients’ families, their hopes and dreams, and they trust me to help guide them to their ideal future. I am humbled and honored to be a part of the process and never take it for granted.
Anne has been involved in the financial services industry since 1997 with extensive experience in wealth management, accounting, and finance. Prior to joining Savant, she was director of wealth coaching and a wealth advisor at a registered investment advisory firm in Wisconsin. Anne co-hosted the weekly radio show, Money Sense, and was a contributing author of the book, Brilliant Breakthroughs for the Small Business Owner, Vol. 4. Before becoming an advisor and financial planner/coach, she held various corporate positions including compliance, corporate controller, director of accounting, and senior auditor.
Anne earned a bachelor of science degree in accounting from Cardinal Stritch University. She is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Public Accountant (CPA), and a Certified Integrative Holistic Coach.
Anne and her husband have three amazing children. Attending and supporting their various activities, including baseball, softball, volleyball, and theater, keep her busy all year long. She loves sitting on the sidelines on a warm summer day with the other parents, cheering for the kids. Anne enjoys all things personal development – audio books, workshops, retreats, seminars, and podcasts – and is definitely a lifelong learner! Her favorite place to relax is at home in her “zen den” which is full of essential oils, cherished items, and comfy furniture.
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.