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 is Savant’s director of financial planning and works in our Rockford, IL headquarters.
As a CERTIFIED FINANCIAL PLANNER® professional and Certified Public Accountant (CPA), Anne is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding. In addition, she is a Certified Integrative Holistic Coach.
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.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.