ANNE ERTEL-SAWASKY, CHFC, RICP, JD, FOUNDER AND ATTORNEY
Ms. Ertel-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®) and Retired Income Certified Professional® designation by The American College.
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. Ertel-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. Ertel-Sawasky has worked since 2016 as a fiduciary investment advisor 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. Ertel-Sawasky established Quo Vadis Solutions LLC recognizing an unfilled need in the financial services community to address business owners and higher net worth clients with their unique planning needs, focusing on business valuation, improving the value of an owner's business, creating succession plans, using advanced planning techniques to reduce current and future taxation, protect assets, and provide estate planning solutions in cooperation with an owner's own attorney, CPA and other business partners.