Anne Mank, CFP®, CPA, IHC

Anne Mank, CFP®, CPA, IHC has a diverse work experience spanning various roles and industries. Currently, they are the Director of Financial Planning at Savant Wealth Management since September 2022.

Prior to their current position, Anne held roles at Ellenbecker Investment Group as the Director of Wealth Coaching from August 2021 to September 2022 and as a Wealth Advisor from September 2017 to September 2022.

Before that, they worked as a Financial Advisor at Edward Jones from January 2014 to September 2017.

Anne's earlier experience includes a role as a Controller at Cielo Talent from July 2008 to December 2013 and as the Director of Accounting at Titus - US from July 2005 to July 2008.

Anne began their career as a Financial Reporting Specialist at Midwest Airlines from June 2004 to July 2005 and then served as an Internal Audit Supervisor at ManpowerGroup from September 2002 to June 2004.

Anne's extensive work experience also includes a role as a Senior Auditor at Deloitte from 1997 to 2002.

Anne Mank, CFP®, CPA, IHC, obtained their Bachelor of Science (BS) degree in Accounting from Cardinal Stritch University from 1995-1997. Anne also studied Accounting at St. Norbert College, although the specific dates and degree obtained are not provided.

In addition to their education, Anne Mank has obtained several certifications. Anne became a Certified Financial Planner (CFP) in March 2018. Anne also holds a Series 66 certification, which they obtained from the Financial Industry Regulatory Authority in June 2014. Furthermore, Anne obtained their Wisconsin Life & Health Insurance License in June 2014. Anne earned a CPA (Certified Public Accountant) designation from the State of Wisconsin in February 2002. Finally, they obtained a Series 7 certification from the Financial Industry Regulatory Authority in March 2014.