Anita R. Burkholder
Wealth Strategy Coordinator
Anita acts as the liaison between the Wealth Transfer Team and Savant’s affiliated law firm, Savant Legal LLP. She coordinates the workflow and client deliverables for the team, including wealth transfer audits, reports and workbooks. She manages the workflow around real estate title searches and other supporting data associated with inter vivos planning for clients, as well as similar searches for Savant’s deceased client process.
Anita has been involved in the administrative support industry since 1987. Prior to joining Savant, she worked in the Rockford community as a legal assistant for more than 20 years at two high-profile downtown law firms and as an in-house legal assistant at a local development company. Anita enjoys attending Chicago Cubs games and spending time outdoors and up north.