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Thomas Phillipsen
Client Service Manager
Thomas Phillipsen is a Client Service Manager at Annex Wealth Management.
As a Client Service Manager, Thomas assists all service-related needs of Annex Wealth Management clients.
Before working at Annex, Thomas worked in the Private Wealth department of a regional bank for four years.
Thomas graduated from Ripon College with a bachelor’s degree in Communication, and a minor in Law and Society.
Thomas is a happy husband and father. In his free time, he enjoys traveling with his family, going to the movies with his friends, and playing video games with friends and family to relax.
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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