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
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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