This distinguished group brings together extensive experience and strategic insight to collaboratively shape our direction, making sure Annex delivers innovative solutions and unparalleled service, all with your financial journey in mind.
David Spano, CFP®
Chief Executive Officer
Naomi Ackley, CSCP
Chief Compliance Officer
Derek V.W. Felske, CFA®
Chief Investment Officer
Mark Beck
Chief Growth Officer
Brian Jacobsen, PhD, JD, CFA®, CFP®, CAIA, CBE
Chief Economic Strategist
Kristin Reilly, MBA, CPA
Chief Financial Officer
Steve Dryer, MBA
Chief Operating Officer
Greg Batiansila
Managing Director of Marketing
Lori Hoch
General Counsel
Executive Support
Josh Hoisington
Executive Liaison
Cathy Roenspies
Executive Assistant – Chief Growth Officer
Compliance
John Thompson
Manager of Compliance
Nikki Trudell
Compliance Specialist
Hannah McEnaney
Compliance Specialist
Human Resources
Ondine Wallinger, SPHR®
Director of Human Resources
Mack George
Talent Acquisition Specialist
Stephanie Emons
Manager of Learning & Development
Accounting
Ann Weaver
Controller
Chris Burg
Accountant
Information Technology
Trista Hribrar
IT Systems Manager
Analytics
Jack Hauser, CFP®
Project & Data Analytics Manager
David Fono
Project & Data Analytics Specialist
Jonathan Friedl
Salesforce Administrator
Katy Losiniecki
Marketing Systems Administrator
Noi Sayaovong
Project & Data Analytics Specialist
Mitch Vanden Heuvel
Project & Data Analytics Specialist
Office Administrators
Elliot Jones
Supervisor of Office Administration
Lisa Angione
Office Administrator
Linda Bork
Office Administrator
Kristen Fagan
Office Administrator
Bailey Kolinski
Office Administrator
Avery Schaffer
Office Administrator
Wendy Rouse-Andrzejczak
Office Manager
Emily Writt
Office Administrator
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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