Eric Strom

Eric is the Director of Financial Planning at Annex Wealth Management. 

As Director of Financial Planning, Eric leads Annex’s financial planning team, which serves as a technical resource for wealth managers and clients in a variety of subject matter areas. Eric specializes in the areas of advanced tax planning, retirement planning, charitable and legacy planning, insurance planning, social security optimization, and more.  

Eric is a CERTIFIED FINANCIAL PLANNER® professional and an IRS Enrolled Agent. He has an undergraduate degree in Biochemistry and a certificate in financial planning from Boston University.  

Eric has served as treasurer and board member of MAM Fund – Maryland Avenue Montessori school, a Milwaukee public school. Eric is the proud father of two beautiful daughters. He enjoys music, running, hiking, and spending time with his wife, kids, and extended family.