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 commission-based 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®, CPA
Financial Planning Specialist