Insurance Assessment Team
Insurance planning is a fundamental element of comprehensive financial planning. Annex’s Financial Planning Team includes CERTIFIED FINANCIAL PLANNER™ professionals with strong insurance backgrounds who do not sell products.
Eric Strom, CFP®, EA
Director of Financial Planning
Tom Berkholtz, CFP®, EA, ECA
Manager of Financial Planning
Cory Borcherdt, CFP®, CLTC®
Financial Planning Specialist
Arabella Parins, CFP®
Financial Planning Specialist
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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