The Annex Wealth Management Financial and Retirement Planning Team assists clients in defining and developing realistic financial and retirement plans, utilizing leading-edge technology to create strategies that help clients meet their financial objectives, stay on track, and remain focused on their goals.

Eric Strom, CFP^®, EA

Director of Financial Planning

Tom Berkholtz, CFP^®, EA, ECA

Manager of Financial Planning

Jenny Jesse, CFP^®, EA, RICP^®

Lead Financial Planner

Rebecca Posig, CFP^®

Financial Planning Specialist

Brooke Wilken

Financial Planning Specialist

Alexis Peters

Financial Planning Associate

Jess Hedgcoxe, CPA

Associate Tax  Manager