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Luis Castellanos Solano
Tax Planning Associate
Luis Castellanos Solano is a Tax Planning Associate at Annex Wealth Management.
As a Tax Planning Associate, Luis plays an important dual role on Annex’s tax team. He utilizes leading-edge tax preparation software to ensure the timely and accurate filing of income tax returns. In addition, Luis employs proactive tax planning strategies to help guide individuals and businesses towards making tax-smart decisions and minimizing taxation over time.
Prior to joining Annex, Luis worked as a Tax Consultant at a public accounting firm in Milwaukee. There, he worked in their federal tax service line concentrating on investment management and high net worth clients.
Luis graduated from the University of Wisconsin-Whitewater with a Bachelor of Business Administration in accounting and business analytics.
In his free time, Luis enjoys being out in nature – hiking, camping, trail running and snowboarding. He also enjoys spending time with his family and friends back home in the Madison area.
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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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