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Jimmy Schaeve
401(k) Relationship Manager
Jimmy Schaeve is a 401(k) Relationship Manager at Annex Wealth Management.
As a 401(k) Relationship Manager, Jimmy serves as a dedicated point of contact for plan sponsors and participants. He assists with plan administration, education, and investment-related inquiries, helping clients make confident, informed decisions about their retirement plans.
Before joining Annex, Jimmy had spent close to a decade in consulting roles but has worked in the retirement plan industry for the past 4 years. During this time, he partnered with organizations to design, benchmark, and optimize their 401(k) plans. He brings a background in finance and marketing from Marquette University and holds the Accredited Investment Fiduciary (AIF®) designation, as well as his Charted Retirement Plan Specialist (CRPS®) designation.
Jimmy lives in Germantown with his wife Kirsten. Outside of work, he enjoys spending time with family and friends, traveling, and staying active.
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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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