Anne Fink, CFP®

SVP, Private Banking, CFP®

608.842.5025

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NMLS #684325

 

Anne Fink is the highly experienced professional who created our Private Banking department. Anne develops trust-based relationships with professional clients focusing on their credit needs. After nearly three decades in the private banking arena, Anne understands that to truly serve individuals with complex finances requires the ability to see the whole picture. Anne is a Certified Financial Planner® and, as a CFP®, she has a unique perspective and the ability to act as the focal point for all aspects of a client’s financial life. Anne guides the professionals she works with to understand and holistically manage their finances. This is a level of service only a few elite bankers can provide.

Anne takes great pride in being able to be a comprehensive advisor for her clients.  Her specialized ability to handle complex and sophisticated lending structures within the context of one’s entire financial plan has a profound and positive impact on those she serves.

Anne holds her CFP® from the College for Financial Planning, her MBA from Edgewood College, and her BBA in finance from the University of Iowa.

Appleton, WI

4321 W College Avenue
Appleton, WI 54914

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Phone: 920.939.6700
Fax: 920.939.6701
Hours: Monday-Friday
9 a.m. to 5 p.m.
Madison, WI

8010 Excelsior Drive
Madison, WI 53717

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Phone: 608.842.5050
Fax: 608.842.5051
Hours: Monday–Friday
9 a.m. to 5 p.m.
Windsor, WI

4021 Meridian Drive
Windsor, WI 53598

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Phone: 608.842.5000
Fax: 608.842.5001
Hours: Monday–Friday
9 a.m. to 5 p.m.