Annex produces a variety of informative resources, including weekly radio broadcasts, weekly podcasts, live and webinar events, along with educational videos, as well as a weekly newsletter called The Axiom®.
Content Committee
David Spano, CFP®
Chief Executive Officer
Brian Jacobsen, PhD, JD, CFA®, CFP®, CAIA, CBE
Chief Economic Strategist
Deanne Phillips, CFP®, CDFA®, ABFPsm
Managing Director of Client and Community Engagement
Greg Batiansila
Managing Director of Marketing
Emma Sapiro
Supervisor – Marketing Team
Joe Krauss
Media Producer
Alec Durand, JD
Estate Planning Attorney
Arabella Parins, CFP®
Financial Planning Specialist
Brian Lamborne, JD, LLM
Senior Wealth Strategist
John Thompson
Manager of Compliance
Marketing
Bonnie Hitman
Manager of Event Strategy & Campaigns
Allie Anklam
Creative Designer
Lauren Manna
Marketing Generalist
Josh Hoisington
Associate Events Manager