← Meet the Team
Brooke Wilken
Brooke Wilken is a Financial Planning Associate at Annex Wealth Management.
As a Financial Planning Associate, Brooke assists the Financial Planning Team with the preparation of financial plans, data entry, and administrative tasks to optimize workflow
Brooke graduated from the University of Wisconsin – Eau Claire and earned a degree in Finance. Before joining the team at Annex Wealth Management, Brooke worked in corporate finance for a large, international company.
Brooke enjoys camping in Wisconsin, practicing yoga and spending time with her family and her dog, Wisco.
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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