About

Anni Markmann has been a Certified Financial Planner since 2000. The CFP designation is earned through education and experience and requires annual continuing education.

Anni has earned the designation of Certified Professional Consultant on Aging, a professional dedicated to providing the highest quality of service possible to Boomer and Senior Clients. A CPCA learns about the physical, social, and psychological aspects of aging; understanding how grief and loss affect each of us, learn about financial and estate planning requirements, wellness, spirituality, and most importantly, the ethics of dealing with older clients.

​Anni started her career with a major bank in 1985. However, in 2004, with her financial planning knowledge and a desire to do more for her clients than what was possible as a bank employee, Anni established her own business, Anni Markmann Financial Services operating as STE ANNE TAX SERVICE. Anni specializes in providing tax and financial advice to families and seniors.