A Certified Financial Planner®, Anna Lautenbach brings a wealth of expertise to the Walkner Condon team. With a background in tax, financial planning, and insurance, Anna is our Jack, or rather, Jill of all trades. As the team at Walkner Condon continues to grow, Anna aligns with our vision for the future and will not only contribute to our wealth management services, but is one of the founding partners of Walkner Condon Tax Services.
A native of Green Bay, Anna has bridged several academic degrees with an illustrious list of distinctions. In addition to her CFP® status, she is a Certified Exit Planning Advisor (CEPA), Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), Commercial Lines Coverage Specialist (CLCS), Fraternal Insurance Counselor Fellow (FICF), Enrolled Agent (EA), and has her Series 24 and Series 66 licenses. So yes, she can do just about anything. Anna’s formal education includes a Bachelor of Science in Business Management, a Master of Science in Management, and a Master’s of Accounting. She is also a member of NAPFA, an organization for fee-only financial advisors.
It should not come as a surprise that one of Anna’s areas of specialization is working with business owners and landlords. Prior to joining Walkner Condon, she owned a nationally recognized tax franchise for seven years and currently has several rental properties. That experience gives Anna a unique vantage point when it comes to assisting entrepreneurs just like her. No matter who she’s working with, Anna’s process is centered around the client and moving them closer to their goals.
When Anna is not working, or working on another certification, you can find her outdoors. She loves being active, whether it’s running, biking, or boating on a lake. Although she’d rather be on a beach than enduring the harsh Wisconsin winters, Anna still toughs it out on her fat tire bike when the snow starts flying.