← Meet the Team
Jack Hauser, CFP®
Project & Data Analytics Manager
Jack is the Project & Data Analytics Manager at Annex Wealth Management.
As the Project & Data Analytics Manager, Jack curates and interprets Annex Wealth Management business and client data in order to improve key workflows and spot opportunities to try innovative new methodologies and improve analytical procedures.
Before Annex Wealth Management, Jack worked in data analytics and marketing.
Jack graduated from University of Wisconsin with a degree in Personal Finance. He is a Certified Financial Planner (CFP®).
Jack is a lifelong Badger fan and enjoys spending time with family and friends in Door County.
Unleash the Power of What's Next
After decades of planning and preparation, Annex Wealth Management has established a way of doing business that promises the same warm, personal, one-on-one interaction to all clients. Using leading-edge technology, analytics and review, our staff of skilled professionals constantly seeks to confidently deliver an elite, full-service wealth management experience.
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