ChFC®, J.D., Investor Coach, Business Succession Planning Advisor, Chief Compliance Officer
Anne Sawasky obtained her Juris Doctor and was admitted to practice in Wisconsin, where she still maintains her law license. This training included study of estate planning, federal income taxation, business law, real estate, contracts and securities law. She began her career in the financial services industry in 1987, working for the largest fraternal insurance company in the US as a lawyer specializing in mutual funds, variable annuities, commercial real estate and financial planning/investment law. She was also the Securities Compliance Officer for the corporation. She left after 10 years to start her own law firm where she worked as legal counsel on insurance matters for a Fortune 500 bank as well as small to large businesses and corporations, as well as practiced personal estate planning, commercial real estate and business transactional law. Ms. Sawasky also worked for 12 years using her legal and business expertise advising businesses from $200,000 up to $150,000,000 on business valuation, business sales, mergers and acquisitions, deal structure and creative problem solving to help business owners obtain top value for their businesses and ensure a smooth transaction.
Ms. Sawasky joined Paul Winkler Inc. in 2016 in order to use her expertise to advise business owners wishing to better understand the value of their business, how it fits into their retirement plans and understand ways to ensure they obtain maximum value for their business and other assets to provide security and peace of mind in retirement and provide personal financial planning for clients. Ms. Sawasky spearheaded a program to educate and empower independent women to be financially successful through workshops, personal financial education and planning, and radio/podcasts directed to the unique needs of women.
Her passion is to help her clients plan well ahead of retirement so they can relax about money, understand investing, organize their financial life, and be free to pursue purpose. She also acts as Chief Compliance Officer for Paul Winkler Inc.
Ms. Sawasky graduated from University of Wisconsin-Milwaukee with a degree in International Economics, obtained her law degree from Marquette University, and was awarded the Chartered Financial Consultant (ChFC®) designation by The American College. A Wisconsin native, Anne obtained her B.A. in International Economics from University of Wisconsin-Milwaukee and her Juris Doctor from Marquette University Law School. She is married and she and husband Dave are the proud parents of a daughter and two sons.