Anne Mank

About Anne Mank

I’m a CPA, CFP® professional, and financial strategist with over 20 years of experience helping individuals, families, and organizations create clarity, control, and confidence around their money. My career has spanned public accounting, Fortune 500 companies, startups, and wealth management — but the work I’m most passionate about? Supporting high-achieving professional women who feel like they’re failing when it comes to their finances. These are women who are thriving in their careers, raising families, leading teams — yet silently carry stress and shame about not having their financial lives “figured out.” They’ve never been taught how to confidently navigate investments, retirement planning, or long-term wealth building — and asking for help feels like admitting defeat. Today, as director of financial planning at Savant Wealth Management, I blend deep technical expertise with empathy and lived experience to guide these women from confusion to clarity. I design planning frameworks that are smart, actionable, and aligned with each client’s values. I also train and coach financial advisors to meet clients where they are and provide both technical expertise and genuine understanding. My mission is to remove the stigma around money and success - to create space where professional women can ask questions without judgment, set goals without guilt, and make financial decisions that truly reflect the life they want.

Experience

1. Director of Financial Planning

   Savant Wealth Management

   Sep 2022 — Present

Education

• St. Norbert College

  Accounting

• Cardinal Stritch University

  BS

  1995 — 1997