← Meet the Team
Rebecca Posig, CFP®
Financial Planning Specialist
Rebecca Posig is a Financial Planning Specialist at Annex Wealth Management.
As a Financial Planning Specialist, Rebecca works with the Financial Planning Team, employing leading-edge technology to help create a financial plan tailored to a client’s risk tolerance, needs, and expectations.
Rebecca graduated from Carroll University with a Bachelor’s degree in Finance and is a CERTIFIED FINANCIAL PLANNER®.
Rebecca enjoys hiking, gardening, and thrifting.
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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