Anne Sawasky, J.D., ChFC®, 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 left after 10 years to start her own law firm where she worked as legal counsel for a Fortune 500 bank as well as small to large businesses and corporations. Anne also advised on business valuation and sales to help business owners ensure a smooth transaction out of the workforce.
Anne joined Paul Winkler Inc. in 2016 where she practices business valuation and focuses on helping clients achieve peace of mind in retirement. She has launched the Paul Winkler Inc Women’s Initiative which aims to educate and empower women to be financially successful.
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.