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Sam Streator
Client Service Manager
Sam Streator is a Client Service Manager at Annex Wealth Management.
As a Client Service Manager, Sam assists all service-related needs of Annex Wealth Management clients.
Before working at Annex, Sam worked in various customer service roles at Brady Corporation and in operations at another financial services firm.
Sam graduated from Marquette University with a bachelor’s degree in Business Administration, majoring in Finance and Marketing
In his free time Sam enjoys working out and coaching at Crossfit Funky. He lives in Milwaukee with his girlfriend, Jackie, and their dog, Apollo.
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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