Call: (608) 410 -7000
8383 Greenway Boulevard, Suite 600
Middleton, Wisconsin, 53562
Annex Wealth Management’s Madison team is ready to meet with you on-campus at the University of Wisconsin or at their Middleton office.
8383 Greenway Boulevard, Suite 600
Middleton, Wisconsin, 53562
Dave Spano, CFP®
President, CEO
David J. Spano is the President and CEO of Annex Wealth Management.
As President and CEO, Dave provides and implements the vision for the entire firm. Dave’s 35 years of experience in the financial services industry has helped to shape the vision behind the establishment and growth of one of the premier independent financial service organizations in Wisconsin and Northern Illinois. Under Dave’s direction, Annex Wealth Management® brings together high-quality, client-focused professionals from the investment advisory, retirement, tax and estate planning fields to form a client service team prepared to meet the financial needs of a diverse client base.
A prominent figure in the community, Dave has served as Chairman of the Board of the Financial Planning Association of Southern Wisconsin, the President of the Italian Community Center, Festa Italiana, and The United Ethnic Festivals. Dave also served on the boards of Summerfest, The Historic Third Ward, Lakeshore State Park and Miller Park Stadium Board, as well as the finance committees of Divine Savior Holy Angels High School and St. Mary’s Visitation.
In his personal time, Dave enjoys golfing and is an avid muskie fisherman, as well as spending time with his wife Kim and their two children.
Melissa Case
Chief Financial Officer
Melissa Case is Chief Financial Officer at Annex Wealth Management.
As Chief Financial Officer, Melissa oversees and forecasts the company’s growth, as well as monitors its balance sheet, all while managing human resources. Melissa is focused on efficiency, timely and accurate financial reporting and assisting with the strategic growth plans at Annex.
Prior to joining Annex, Melissa served as Controller at a civil engineering firm.
She graduated from Indiana University with a BS – Accounting, and received her MBA in Business Administration from University of Wisconsin – Milwaukee.
Melissa is a member of the Wisconsin Institute of Certified Public Accounts, and was named CFO of the Year in 2011.
Melissa enjoys playing and coaching softball, and spending time with her children.
Managing Director of Wealth Management Services
Mark Beck is the Managing Director of Wealth Management Services at Annex Wealth Management, and the host of Annex Wealth Management’s weekly radio program, “The Annex Wealth Management Investment Show.”
As Managing Director of Wealth Management Services, Mark oversees the client-facing activities of the Annex Wealth Management team. It’s his job to create and maintain elite service, motivate and inspire excellence, and encourage strong relationships with Annex Wealth Management clients.
Mark holds his BA in Business Administration and is a member of the Financial Planning Association. Mark enjoys snow and water skiing, mountain biking, and golf.
Chief Investment Officer
Derek V.W. Felske is the Chief Investment Officer at Annex Wealth Management.
As the Chief Investment Officer, Derek is responsible for establishing investment policy and strategy, strategic and tactical asset allocation, active manager selection, and the development of Annex’s discretionary managed account portfolios. He chairs the Investment Policy Committee and interacts closely with the firm’s financial Advisors.
Before Annex Wealth Management, Derek served as Senior Vice President and Portfolio Manager for Strong Capital Management and American Century Investments.
Derek graduated from Dartmouth with a BA in Economics, then earned his MBA in Finance and Accounting from Wharton School (University of Pennsylvania). He holds the Chartered Financial Analyst designation.
Derek is an avid golfer and a proud father of his two daughters.
Client Operations Specialist
Lori Beihoff is a Client Operations Specialist at Annex Wealth Management.
As a Client Operations Specialist, Lori assists with all service-related needs of Annex Wealth Management clients, including scheduling, investor research, and paperwork preparation.
Lori earned her Bachelor of Arts at Indiana University.
Before Annex Wealth Management, Lori worked in corporate retail focused on inventory management, training and marketing.
Lori enjoys spending time with her family, the great outdoors, and traveling.
Wealth Manager
David Batten is a Wealth Manager at Annex Wealth Management.
As a Wealth Manager, David meets with prospective clients, working to secure the client relationship and then oversee those relationships for the long-term. Wealth managers conduct initial portfolio reviews with prospects and clients to determine or validate current investment objectives; prepare recommendations of appropriate investment models and allocations developed by Annex Wealth Management’s Central Planning department; and engages in business development to deliver results.
David earned his Bachelor of Business Administration degree from UW – Milwaukee and his MS – Management degree from Cardinal Stritch University. He has passed the General Securities Representative (Series 7), Uniform Securities Agent State Law (Series 63), and Uniform Investment Advisers Law (Series 65) exams.
Before he worked at Annex Wealth Management, David was with M&I Wealth Management (now BMO Financial Group) and worked in the Personal Trust group, the Financial Advisory area and in Retirement Plan services.
David enjoys rock climbing, kayaking, and biking.
Client Service Manager
Jill Ackerman is a Client Service Manager at Annex Wealth Management.
As a Client Service Manager, Jill assists with all service-related needs of Annex Wealth Management clients.
Jill has over 11 years of experience working as a Client Service Manager and over 25 years working in customer service relations. She takes pride in her work, thrives when helping others, and delights in building meaningful relationships.
Jill has a BA from UW Whitewater with an Individualized Dance, Business and Education Degree. In her free time Jill teaches dance at Kay’s Dance Academy in Mukwonago, independently choreographs, and performs for other events in the Milwaukee area.
Jill lives in Wales with her husband Josh, daughters Victoria, Harper, Gabbi, and chocolate lab Chevy.
Wealth Manager
Brandon Arps is a Wealth Manager at Annex Wealth Management.
As a Wealth Manager, Brandon meets with prospective clients, working to secure the client relationship and then oversee the relationship for the long-term. Wealth managers conduct initial portfolio reviews with clients to determine or validate current investment objectives; prepare recommendations of appropriate investment models and allocations developed by Annex Wealth Management’s Financial Planning team; and engage in business development to deliver results.
Brandon is a CERTIFIED FINANCIAL PLANNER ™ professional and earned his degree from St. Norbert College. He has obtained his life, health, accident, and long-term care licenses.
Before he worked at Annex Wealth Management, Brandon worked for BMO Harris Financial Advisors, formally known as Marshall & Illsley Financial Advisors and Marshall & Illsley Bank.
Brandon enjoys golfing, fishing, and spending time with friends and family.
Greg Batiansila
Managing Director of Marketing
Greg Batiansila is Managing Director of Marketing at Annex Wealth Management.
As Managing Director of Marketing, he leads marketing strategy and develops message and voice across multiple platforms, using metrics to ensure the brand is communicated effectively.
Greg earned his BA from Concordia University Wisconsin.
Before he worked at Annex Wealth Management, Greg worked in marketing at Edgenet.
Greg enjoys filmmaking, writing, and spending time with his family.
Manager, Client Service & Operations Team
Stephanie Emons is the Manager of Client Service & Operations Team at Annex Wealth Management.
In this role, Stephanie serves as the supervisor of the team’s highly skilled Client Service Managers and Client Operations Specialists. She plans and executes Annex Client events, including Client Appreciation Events, and our Client Education Series – Annex University. Stephanie assists with internal and external communication efforts for staff and clients.
Before Annex Wealth Management, Stephanie served as a fundraising director and special event manager for several area non-profit organizations. Stephanie served on the West Allis/West Milwaukee School Board and is also the Booster Club President at her son’s school.
In her spare time, she is a shuttle for her son and his many sports and activates. Stephanie is an avid reader and sports fan.
Administrative Coordinator
Brenda Doucas is an Administrative Coordinator at Annex Wealth Management.
Brenda earned her Bachelor of Science in Marketing at the University of Wisconsin – Whitewater.
Before Annex Wealth Management, Brenda worked in the Medical Services Industry and worked as a stay-at-home mom for her two daughters.
Brenda enjoys spending time with her husband, cheering at her daughters’ sporting events and multiple outdoor recreational activities.
Lead Client Service Manager
Kathy Croak is a Lead Client Service Manager at Annex Wealth Management.
As Lead Client Service Manager, Kathy manages and supervises processes and procedures for our Service Team. Kathy serves as one of the primary points of contact for Annex Wealth Management’s client service related requests. This includes managing daily client service requests and inquiries; coordinating follow-through on account inquiry; financial planning and maintenance requests; preparing and scheduling client reviews; maintaining client records; and managing outgoing client communications.
Before Annex Wealth Management, Kathy worked in the financial industry for over 20 years in banking and retirement plans.
Kathy enjoys spending time with her husband and daughter, who is enrolled at University of Wisconsin.
Wealth Manager
Amy Bremmer is a Wealth Manager at Annex Wealth Management.
As a Wealth Manager, Amy meets with prospective clients, working to secure the client relationship and then oversee the relationship for the long-term. Wealth Managers conduct initial portfolio reviews with clients to determine or validate current investment objectives; prepare recommendations of appropriate investment models and allocations developed by Annex Wealth Management’s Financial Planning team; and engage in business development to deliver results.
Before Annex Wealth Management, Amy worked at Thrivent Financial for Lutherans, JP Morgan’s Private Wealth division in Milwaukee and Chicago and Global View Capital Advisors in Waukesha.
Amy earned a Bachelor of Business Administration in Finance and a Bachelor of Arts in French and Francophone Studies from UW-Milwaukee in 2006. In 2012 Amy graduated with a Master of Business Administration from Alverno College. She is a CERTIFIED FINANCIAL PLANNER ™ professional.
Amy enjoys backyard gardening using native Wisconsin flowers to support pollinators, SCUBA diving and traveling with her husband Matt. She is a UW Extension Master Gardener Volunteer and enjoys working on gardening projects with small children. Amy also represents Annex through our Financial Literacy Initiative focusing on basic financial literacy for college students.
Office Administrator
Linda Bork is an Office Administrator at Annex Wealth Management’s Lake Country Branch Office.
As an Office Administrator, Linda answers calls from current and potential clients, coordinates meetings, maintains client files and handles many administrative duties.
Before Annex Wealth Management, Linda worked for 35 years in the banking industry.
Linda enjoys running, golfing, and baking.
Client Service Manager
Sarah Johnson is a Client Service Manager at Annex Wealth Management’s Appleton Branch Office.
As a Client Service Manager, Sarah assists all service-related needs of Annex Wealth Management clients.
Before Annex Wealth Management, Sarah worked as the Branch Office Administrator for a successful retirement planning firm and owned a business, Professional Trust Funding.
Sarah has her life insurance license, Associate Customer Service (ACS) and Associate Life Health Claims (ALHC) certifications.
In her free time, Sarah enjoys serving in her church, going for long walks, and snowmobiling.
Branch Director, Appleton Office
Denis Johnson is Branch Director at Annex Wealth Management’s Appleton Branch Office.
As Branch Director, Denis is responsible for the growth and stability of the Appleton branch. He oversees relationships forged at the branch and ensures every client is experiencing the Annex Wealth Management difference there.
Before Annex Wealth Management, Denis enjoyed a successful career as the Owner/President of American Financial Strategies, a retirement planning firm.
Denis holds Securities licenses 6, 7, 63, 65, and is licensed in Life and Variable products.
Denis enjoys singing on the praise team at church, golfing, and spending time with family and friends.
Data & Analytics Manager
Jack is the Data & Analytics Manager at Annex Wealth Management.
As the Data & Analytics Manager, Jack curates and interprets Annex Wealth Management business and client data in order to improve key workflows and spot opportunities to try innovative new methodologies and improve analytical procedures.
Before Annex Wealth Management, Jack worked in data analytics and marketing.
Jack graduated from University of Wisconsin with a degree in Personal Finance. He is a Certified Financial Planner (CFP®).
Jack is a lifelong Badger fan and enjoys spending time with family and friends in Door County.
Client Operations Specialist
Sandra Hanson is a Client Operations Specialist at Annex Wealth Management.
As a Client Operations Specialist, Sandra assists with all service-related needs of Annex Wealth Management clients, including scheduling, investor research, and paperwork preparation.
Before Annex Wealth Management, Sandy worked with a Financial Advisor specializing in 401(k) plans, and with an Advisor in the Commodity Trading arena.
Sandy finds much joy with her husband and family, and luxury camping near Wisconsin Dells.
Wealth Manager
Jason Ganiere is a Wealth Manager at Annex Wealth Management.
As Wealth Manager, Jason meets with prospective clients, working to secure the client relationship and then oversee those relationships for the long-term. Wealth managers conduct initial portfolio reviews with prospects and clients to determine or validate current investment objectives; prepare recommendations of appropriate investment models and allocations developed by Annex Wealth Management’s Central Planning department; and engages in business development to deliver results.
Jason obtained both a bachelor’s and master’s degree from the University of Wisconsin-Milwaukee as well as a Certificate in Financial Planning from Northwestern University. Jason has passed the following FINRA exams: General Securities Representative (Series 7), Uniform Securities Agent State Law Examination (Series 63), and Uniform Investment Advisor Law Examination (Series 65).
Jason enjoys fishing, skiing and cheering on his daughters’ sporting events and also serves as a law enforcement officer.
Client Operations Specialist
Susan Felton is a Client Operations Specialist at Annex Wealth Management.
As a Client Operations Specialist, Susan assists with all service-related needs of Annex Wealth Management clients, including scheduling, investor research, and paperwork preparation.
Before Annex Wealth Management, Susan worked as a stay-at-home-mom and before that, performed administrative operations at SysLogic, Inc., and Cap Gemini.
Wealth Manager
Rick Kula is a Wealth Manager at Annex Wealth Management.
As Wealth Manager, Rick meets with prospective clients, working to secure the client relationship and then oversee the relationship for the long-term. Wealth managers conduct initial portfolio reviews with clients to determine or validate current investment objectives; prepare recommendations of appropriate investment models and allocations developed by Annex Wealth Management’s Financial Planning team; and engages in business development to deliver results.
A graduate of Carthage College, Rick is a CERTIFIED FINANCIAL PLANNER ™ professional, holds the Uniform Securities Agent State Law (Series 63), and Uniform Investment Advisers Law (Series 65) exams as well as life, health and long-term care insurance licenses.
Rick enjoys spending time with his wife and two children and engaging in countless sports and outdoor activities. He is a youth sports coach and remains active in his son’s Boy Scout Troop as an adult leader.
Financial Planning Specialist
Patrick Noble is a Financial Planning Specialist, certified in Long-Term Care, in Annex Wealth Management’s Financial Planning Team.
As a Financial Planning Specialist, Patrick works with the Financial Planning Team, employing leading-edge technology to help create a financial plan tailored to a client’s risk tolerance, needs, and expectations.
Before Annex Wealth Management, Patrick worked for over 15 years in the financial services and investment industry.
Patrick graduated from York College of Pennsylvania with a degree in Behavioral Science.
Patrick and his wife are busy with their two sons, and he and his family are patrons of the arts in Milwaukee, particularly the Milwaukee Ballet.
Wealth Manager
Mike Murtos is a Wealth Manager at Annex Wealth Management.
As Wealth Manager, Mike meets with prospective clients, working to secure the client relationship and then oversee those relationships for the long-term. Wealth managers conduct initial portfolio reviews with prospects and clients to determine or validate current investment objectives; prepare recommendations of appropriate investment models and allocations developed by Annex Wealth Management’s Central Planning department; and engages in business development to deliver results.
Before Annex Wealth Management, Mike spent 17 years at M&I Financial Advisors and 5 years at an independent advisory and financial planning firm.
Mike graduated from UW-Milwaukee with a degree in Business Administration in Finance. He is a Certified Financial Planner (CFP®) designation and passed the General Securities Representative (Series 7), Uniform Combined State Law (Series 66) and Uniform Securities Agent State Law (Series 63) exams.
Mike enjoys golf, running and watching and volunteering for his kid’s hockey and soccer teams.
Investment Team Manager
Matthew Morzy is an Investment Team Manager at Annex Wealth Management.
As Investment Team Manager, Matthew works alongside Annex’s Investment Committee in implementing Annex Wealth Management’s investment strategy. Matthew focuses on improving efficiency in managing client portfolios, as well as adding to the research and monitoring of investments managed by Annex. He also works internally with his team to connect Annex’s investment strategy with our client’s holistic financial plan. In doing so he works very closely with Annex’s financial planning, tax planning, and compliance departments.
Matthew has over fifteen years of experience in the industry working with clients and attending to their financial goals. He has spent the majority of that time helping to educate investors on the financial markets and how to best plan for the future.
Matthew graduated in 2005 from Carroll University with a degree in Business Administration in Finance. In 2014, he graduated from the Marquette University Graduate School of Management with his MBA and is a CERTIFIED FINANCIAL PLANNER (CFP)®. Matthew is currently a Level II candidate in the Chartered Financial Analyst program.
Matthew lives in Waukesha with his wife Abbie, their son Levi and daughter Kennedy.
Branch Director, Pfister Office
Mike Mihm is Branch Director at Annex Wealth Management’s Pfister Branch Office.
As Branch Director, Mike is responsible for the growth and stability of the Pfister Branch. He oversees relationships forged at the branch and ensures every client is experiencing the Annex Wealth Management difference there.
Mike earned his Bachelor of Arts in Journalism from University of Wisconsin and is a Chartered Life Underwriter (CLU), (Chartered Financial Consultant (ChFC), has passed the General Securities Representative (Series 7), Uniform Securities Agent State Law (Series 63), and the Uniform Combined State Law (Series 66) exams.
Before he worked at Annex Wealth Management, Mike was a director and private wealth advisor at BMO Private Bank, and a Vice President at BMO Private Bank.
Mike is a UW Soccer alumnus and enjoys travel, running, and both playing and coaching soccer.
Marketing Project Manager
Brianna Kollmorgen is a Marketing Project Manager at Annex Wealth Management.
As a Marketing Project Manager, Brianna specializes in planning, managing, and executing projects related to marketing campaigns and workflows. She is responsible for turning the strategist’s vision into a reality and understands how all pieces of marketing projects come together.
Brianna earned her BA from Concordia University – Wisconsin in International Business with a Marketing minor. Before she worked at Annex Wealth Management, Brianna helped manage her family’s equestrian center.
Brianna still enjoys riding there and competing with her horses. She also loves to travel with her husband and their dogs.
Client Service Manager
Amanda Ploetz is a Client Service Manager at Annex Wealth Management.
As a Client Service Manager, Amanda assists all service-related needs of Annex Wealth Management clients.
Before working as a Client Service Manager at Annex Wealth Management, Amanda served as an Operations Specialist with Annex.
Amanda loves spending time with family, her friends, and exploring all Milwaukee has to offer.
Sr. Team Analytics Specialist
Erin Oldenburg is a Sr. Team Analytics Specialist at Annex Wealth Management.
As a Sr. Team Analytics Specialist, Erin curates, sorts and analyzes data for use in team management, guidance, and trend development. She is also responsible for various research and implementation of new programs and procedures.
Before joining Annex Wealth Management, Erin worked on the Intermediary Client Services team at Artisan Partners Limited Partnership.
Erin graduated from Wisconsin Lutheran College with a degree in Communicative Arts, focusing on Marketing and Spanish.
In her spare time, Erin enjoys experiencing the great outdoors and attending concerts.
Content Manager
Allie Anklam is a Content Manager at Annex Wealth Management.
As a Content Manager, Allie creates and contributes to the vast array of marketing and promotional materials created every day at Annex.
Before Annex Wealth Management, Allie was a freelance artist.
Outside of work, Allie enjoys building her personal art portfolio and spending quality time with friends and family.
Director of Retirement Plan Services
Tom Parks is the Director of Retirement Plan Services at Annex Wealth Management.
He has specialized in qualified retirement plan administration, education and consulting since 2001. Tom is the primary contact for the plan fiduciaries. In this capacity, Tom presents quarterly investment reviews and annual plan reviews. Tom also participates in the production of custom videos and on-site group participant education.
Before Annex Wealth Management, Tom spent two years as a volunteer in Quito, Ecuador. His professional career started at the M&I Trust Company where he educated both English and Spanish-speaking plan participants on the importance of preparing for retirement.
Tom graduated from St. Norbert College with a degree in philosophy and economics, and holds both the AIF® CRPS® certifications.
Tom and his family are involved in a variety of philanthropic endeavors and Tom is actively engaged in civic affairs.
Director of Client Learning & Development
Deanne Phillips is Director of Client Learning and Development at Annex Wealth Management.
As Director of Client Learning and Development, Deanne has input on engaging Annex Wealth Management’s clients and prospective clients. She also meets with prospective clients, working to secure the client relationship and then oversee those relationships for the long-term. Wealth managers conduct initial portfolio reviews with prospects and clients to determine or validate current investment objectives; prepare recommendations of appropriate investment models and allocations developed by Annex Wealth Management’s Central Planning department; and engages in business development to deliver results.
Before Annex Wealth Management, Deanne worked in holistic wealth management, most recently serving as Director of Investments for BMO Private Bank in Milwaukee.
Deanne holds a Bachelor’s degree from NYU, and has earned her CFP® designation.
An avid gardener, Deanne loves travelling, British history, and spending time with her husband and daughter.
Branch Director, Mequon Office
Ken Symes is Branch Director at Annex Wealth Management’s Mequon Branch Office.
As a Branch Director, Ken is responsible for the growth and stability of the Mequon Branch. He oversees relationships forged at the branch and ensures every client is experiencing the Annex Wealth Management difference there.
Before Annex Wealth Management, Ken built almost ten years of trading experience in the options and foreign exchange markets.
Ken holds his Bachelor’s degree and MBA, and holds the FINRA registrations of General Securities Representative (Series-7) and Uniform Securities Agent State Law (Series-63).
Ken enjoys volunteering for community groups, family and Wisconsin sports.
Wealth Manager
Mike Venturini is a Wealth Manager at Annex Wealth Management.
As Wealth Manager, Mike meets with prospective clients, working to secure the client relationship and then oversee those relationships for the long-term. Wealth managers conduct initial portfolio reviews with prospects and clients to determine or validate current investment objectives; prepare recommendations of appropriate investment models and allocations developed by Annex Wealth Management’s Central Planning department; and engages in business development to deliver results.
Before Annex Wealth Management, Mike served as Director of Operations and Investment Advisor Representative at an area firm.
Mike holds the State of Wisconsin Life and Health Insurance Licenses, as well as FINRA registrations of General Securities Representative (Series-7), Uniform Combined State Law Examination (Series-66), and Uniform Securities Agent State Law (Series-63).
Mike enjoys playing golf, boating, and spending time with his family.
Director of Client Engagement
Jackie Sklenar is Director of Client Engagement at Annex Wealth Management.
As Director of Client Engagement, Jackie is responsible for developing and strengthening client relationships in partnership with Wealth Managers to ensure that prospects and clients are engaged with us and Know The Difference. She will train and mentor Wealth Managers and maintain our strong growth and stability with clients as well as enhance the client experience through empowerment and education.
Jackie also meets with prospective clients, working to secure the client relationship and then oversee those relationships for the long-term. Wealth Managers conduct initial portfolio reviews with clients to determine or validate current investment objectives; prepare recommendations of appropriate investment models and allocations developed by Annex Wealth Management’s Financial Planning team; and engage in business development to deliver results.
Jackie has over 30 years of financial services experience working directly with clients and advisors. Prior to joining Annex, Jackie held management roles at several financial institutions, including Northwestern Mutual and Baird.
Jackie earned her Bachelor of Business Administration in Finance from the University of Wisconsin – Whitewater. She holds the State of Wisconsin Life and Health Insurance Licenses and has passed the following exams: General Securities Representative (Series 7), Uniform Securities Agent State Law (Series 63), Uniform Combined State Law (Series 66), General Securities Sales Supervisor (Series 8), General Securities Principals (Series 24), Uniform Investment Advisor Law (Series 65), and the Chartered Mutual Fund Counselor Exam.
Jackie lives in Pewaukee with her husband Jeff and their three children. She enjoys spending her free time with family, traveling, and enjoying the great outdoors.
Client Service Manager
Andrea Schwenker is a Client Service Manager at Annex Wealth Management.
As a Client Service Manager, Andrea assists all service-related needs of Annex Wealth Management clients.
Before Annex Wealth Management, Andrea worked as an annuity specialist for Northwestern Mutual.
Andrea obtained her Bachelor’s Degree in Communications from University of Wisconsin – Oshkosh.
A former collegiate gymnast, Andrea loves coaching gymnastics, time with her family, and attending sporting events with her husband.
Compliance Specialist
Stacy Plahmer is a Compliance Specialist at Annex Wealth Management.
As Compliance Specialist, Stacy’s responsibilities include the continuing development of all aspects of compliance, including regulatory oversight of all Annex Wealth Management® advisors, supervision of accounts and transactions, and compliance with US Securities & Exchange Commission and related securities rules and regulations.
Before Annex Wealth Management, Stacy worked at BMO Harris Bank, Robert Baird & Co., Kohl’s Corporation and U.S. Bank.
Stacy and her husband fill their life raising their three children, and spending time with friends and family.
Trust and Estate Coordinator
As a Trust and Estate Coordinator, Becky assists with trust and estate settlements, account transitions to beneficiaries by working with custodians and clients to streamline processes, as well as general support of the Estate Planning Attorneys at Annex Wealth Management.
Becky was a Client Service Manager with Annex prior to taking on the role as a Trust and Estate Coordinator.
Becky graduated from the University of Wisconsin-Milwaukee with a degree in Business Administration.
Before Annex Wealth Management, Becky was at The Northern Trust Company in Chicago, Illinois for over sixteen years. She spent the majority of that time as a Senior Account Manager in the Wealth Management Group working with high-net worth families and individuals.
Becky lives in Elm Grove with her husband, Eric, and their son Benjamin. She enjoys photography, travelling and spending time with friends and family. She is also actively pursuing becoming a yoga instructor.
Marketing Content Manager
Danny Clayton is the Marketing Content Manager for Annex Wealth Management.
Danny’s responsible for sharing the stories of Annex Wealth Management. Besides writing daily radio updates for the Milwaukee market, he also interviews members of the Annex team to showcase the depth and breadth of expertise in all areas of financial planning including retirement planning, tax planning, estate planning, and investment management. He anchors our radio shows that air throughout southeastern Wisconsin, the Fox Valley, and northern Illinois.
The bulk of his career was in broadcast as both an on-air talent and programming manager with a long run at the original WKTI. He also worked in various marketing roles at Milwaukee Journal Sentinel and Kapco Metal Stamping. He can be heard weekly as the host of Saturday morning programming on WTMJ.
He and his wife, Suzanne, live in Fox Point where he spoils two Golden Retrievers. Both their boys are grown and working, one in corporate travel, the other in law enforcement. His most recent passion is GORUCK, 12-hour physical challenges led by Special Ops soldiers. Even he doesn’t know why he does this.
He’s an active member of Eastbrook Church in Milwaukee.
Managing Director of Operations
Steve Dryer is the Managing Director of Operations at Annex Wealth Management.
As Managing Director of Operations, Steve is responsible for achieving maximum operational efficiency throughout the firm contributing to an exceptional client experience. Steve’s responsibilities include the review and assessment of current and future organizational structure, as well as ensuring operational systems support current and future firm growth.
Prior to joining Annex, Steve was President of Mutual Financial Group, the wealth management and insurance subsidiary of Bank Mutual. He also spent 25 years at Northwestern Mutual working in a variety of progressive roles, including product marketing, business development, and strategic consulting.
Steve graduated from UW-Whitewater with a degree in Finance and received his Masters in Business Administration from Marquette University.
He enjoys coaching basketball, golf, reading, and spending time with his wife and children.
Wealth Manager
Randy Winkler is a Wealth Manager at Annex Wealth Management.
As a Wealth Manager, Randy meets with prospective clients, working to secure the client relationship and then oversee the relationship for the long-term. Wealth managers conduct initial portfolio reviews with clients to determine or validate current investment objectives; prepare recommendations of appropriate investment models and allocations developed by Annex Wealth Management’s Financial Planning team; and engage in business development to deliver results.
Before Annex Wealth Management, Randy held various financial advising positions at A.G. Edwards, Disciplined Financial Services, and Harris Investor Services.
Randy graduated from University of Wisconsin – Milwaukee with a degree in Mathematics, and has earned CFP® certification. He has passed the following FINRA exams: General Securities Representative (Series 7), Investment Company and Variable Products Representative (Series 6), Uniform Investment Adviser Law Examination (Series 65), and Uniform Securities Agent State Law (Series 63)
Randy and his wife enjoy traveling, fishing, and beer tastings.
Financial Planning Manager
Eric is the Financial Planning Manager at Annex Wealth Management.
As the Financial Planning Manager, Eric works with clients to help them define and develop realistic plans designed to assist them in meeting their financial objectives – while keeping them on track and focused on their goals. He also works internally with his team and wealth managers on financial planning areas such as retirement planning, social security elections, tax planning, and insurance analysis.
Eric graduated from Marlboro College with a degree in Biochemistry. He is a Certified Financial Planner (CFP®) and has passed the following FINRA qualification examinations: General Securities Representative (Series 7) and Uniform Combined State Law (Series 66). He is also Wisconsin Insurance Licensed in Life, Accident & Health.
Eric is a proud father and enjoys spending time with family.
Client Service Manager
Melissa Montguire is a Client Service Manager at Annex Wealth Management.
As a Client Service Manager, Melissa assists all service-related needs of Annex Wealth Management clients.
Before Annex Wealth Management, Melissa worked for BMO Harris Financial Advisors and spent some time in retail banking prior to that, both with BMO Harris Bank and US Bank.
Melissa holds a Bachelor of Arts degree from Mount Mary University where she majored in Business and Communications and minored in English and Professional Writing.
Melissa enjoys reading, spending time with her family, and volunteering at her children’s school and church.
Lead Client Service Manager
Heather Litt is a Lead Client Service Manager at Annex Wealth Management.
As Lead Client Service Manager, Heather manages and supervises processes and procedures for our Service Team. Heather serves as one of the primary points of contact for Annex Wealth Management’s client service related requests. This includes managing daily client service requests and inquiries; coordinating follow-through on account inquiry; financial planning and maintenance requests; preparing and scheduling client reviews; maintaining client records; and managing outgoing client communications.
Before Annex Wealth Management, Heather held internships with Associated Bank and ALDI US.
She graduated from the University of Wisconsin-Oshkosh and received her Bachelor’s degree in Business Administration Management.
Heather enjoys running, traveling, and spending time with her family and friends.
Wealth Strategist and Estate Planning Attorney
Jill Martin is a Wealth Strategist and Estate Planning Attorney at Annex Wealth Management.
As a Wealth Strategist, Jill works collaboratively with clients, Wealth Managers, and external CPAs and attorneys to provide guidance to high-net-worth families, business owners, and corporate executives on defining and developing comprehensive wealth plans. Her focus areas include estate planning and wealth transfer, trust and estate administration, tax efficiency, and philanthropic goals. As an Estate Planning Attorney, Jill provides ongoing education to clients and evaluates existing estate plans for practical application to accomplish client goals in light of changes in estate and tax laws. In addition, Jill provides extensive support to families and beneficiaries of accounts going through trust and estate settlement when a client passes away and supports onboarding of new client relationships when trusts are involved.
Prior to joining Annex Wealth Management, Jill worked as Regional Director of Trust for BMO Harris Bank where she worked with high-net-worth clients on complex trust administration and estate planning matters. Jill started her career as an attorney in private practice advising clients on estate planning, tax, real estate and corporate law.
Jill earned a BBA in accounting from the University of Wisconsin-Eau Claire and her JD from the Nebraska College of Law.
Jill is actively involved in numerous organizations including the Children’s Hospital Planned Giving Council, Waukesha County Estate Planning Council, Midwinter Estate Planning Clinic, and TEMPO Waukesha.
Jill lives in Waukesha with her husband Shane, where she enjoys hiking, gardening and kayaking, while spending time with their Great Dane, Piper.
Client Service Manager
Gina Kay is a Client Service Manager at Annex Wealth Management.
As a Client Service Manager, Gina assists all service-related needs of Annex Wealth Management clients.
She has over 20 years of experience in the financial industry prior to joining Annex.
A graduate of Mount Mary College, she is married, a mother of two, and is pure Wisconsin; enjoying the outdoors, the back of a Harley, and football.
Client Service Manager
Ashley Edinger is a Client Service Manager at Annex Wealth Management.
As a Client Service Manager, Ashley assists all service-related needs of Annex Wealth Management clients.
Ashley graduated from Fox Valley Technical College with two associates degrees; Business Management and Accounting, as well as two technical diplomas; Accounting Assistant & Bookkeeping.
Before Annex, Ashley was a stay at home mom for a year and 8 months. Prior to that, she was a dual team leader for Alta Resources. She ran the Back Office Services and Accounting teams for one of the many clients at Alta Resources.
Ashley has a passion for working out, volunteering, taking adventures, and spending time with her son, Aiden.
Client Service Manager
Megan Salb is a Client Service Manager at Annex Wealth Management.
As a Client Service Manager, Megan assists all service-related needs of Annex Wealth Management clients.
Before joining Annex Wealth Management, Megan worked in a client service role at a wealth management company and at a large investment company in various marketing roles.
Megan graduated from UW-Whitewater with a degree in Elementary Education.
She enjoys hiking with her husband, kids, and dog, kayaking, playing golf and spending time with family who live in much warmer climates.
Human Resources Manager
Ondine Wallinger is a Human Resources Manager at Annex Wealth Management.
As Human Resources Manager, Ondine maintains and enhances the organization’s human resources by planning, implementing, and evaluating human resources policies, programs, and practices.
Ondine joins Annex Wealth with over 20 years of human resources experience from PyraMax Bank and Velvac, Inc. She received her bachelor’s from UW Whitewater and is SPHR certified.
Ondine lives in New Berlin with her husband and enjoys spending time with her two children, family, and friends.
Wealth Manager
Patricia Tobin is a Wealth Manager at Annex Wealth Management.
As a Wealth Manager, Patricia meets with prospective clients, working to secure the client relationship and then oversees those relationships for the long-term. Wealth managers conduct initial portfolio reviews with prospects and clients to determine or validate current investment objectives, prepare recommendations of appropriate investment models and allocations developed by Annex Wealth Management’s Central Planning department, and engage in business development to deliver results.
Patricia has over twenty-five years of experience in the financial services industry. Before Annex Wealth Management, Patricia served as a Senior Principal at Accenture, providing management consulting services to wealth and asset management firms.
Patricia graduated from the University of Wisconsin-Madison with a BA in International Relations, Economics and Latin American Studies. She also earned her MS in International Business and Financial Services Marketing from UW-Madison. Patricia is a Certified Financial Planner (CFP®).
Patricia enjoys bicycling, golf, travelling and spending time at their family cottage in northern Wisconsin.
Wealth Strategist
Mark Strey is a Wealth Strategist at Annex Wealth Management.
As a Wealth Strategist, Mark works collaboratively with clients, Wealth Managers, and external CPAs and attorneys to provide guidance to high-net-worth families, business owners, and corporate executives on defining and developing comprehensive wealth plans. In addition to financial planning, Mark’s areas of focus include tax, investment, executive compensation, and retirement planning. Mark’s planning knowledge and attention to detail allows him to navigate complex situations and design actionable plans for clients to follow.
Mark has over 9 years of experience in the financial industry and has obtained his CERTIFIED FINANCIAL PLANNER™ certification. During his time at Annex, Mark has worked with the tax and financial planning teams to build and maintain deep knowledge on issues impacting comprehensive wealth planning.
Mark earned his Bachelor’s degree from UW-Milwaukee in 2012 and was a member of the Panther baseball team during his time there. He holds the Series 65 Securities license, and has also completed the following industry designations: Life Underwriting Training Council Fellow (LUTCF®), Financial Services Certified Professional (FSCP®) and Chartered Mutual Fund Counselor (CMFC®).
Mark lives in Lake Country with his wife Stephanie and golden retriever, Annie Jo. Outside of the office, Mark is an avid outdoorsman. He enjoys hunting, fishing, and spending time on Okauchee Lake.
Operations Specialist
Megan Litwin is an Operations Specialist at Annex Wealth Management.
Megan graduated from Dunmore Lang University Australia with a degree in Broadcasting and Film.
Before Annex Wealth Management, Megan worked as a freelance producer and director’s assistant in Los Angeles and Chicago.
Megan lived in Australia and fell in love with surfing. She loves to travel and is a soccer mom to two beautiful boys.
Office Administrator
Kristen Fagan is an Office Administrator at Annex Wealth Management’s Mequon Branch Office.
As an Office Administrator, Kristen answers calls from current and potential clients, coordinates meetings, maintains client files and handles many administrative duties.
Before Annex Wealth Management, Kristen worked as a custom cake decorator at Sendiks in Mequon. Prior to that, she worked as Merchandising Coordinator and Manager of retail store “Past Basket” in Bayside.
Kristen lives in Whitefish Bay with her husband John and has two grown boys. She enjoys spending time with family, skiing, biking, cooking and baking.
Chief Compliance Officer
Naomi Ackley is the Chief Compliance Officer at Annex Wealth Management.
As Chief Compliance Officer, her responsibilities include the continuing development of all aspects of compliance, including regulatory oversight of all Annex Wealth Management® advisors, supervision of accounts and transactions, and compliance with US Securities & Exchange Commission and related securities rules and regulations.
Before Annex Wealth Management, Naomi served as the Chief Compliance Officer and Operations Manager for Midland Financial Advisors, Inc. She has over seven years of experience in the industry working with Registered Investment Advisors to ensure strong compliance programs and operational efficiency.
Naomi graduated from Northwood University with a Bachelor of Business Administration. She holds a Uniform Investment Advisor Law (Series 65) license with Annex Wealth Management.
Naomi lives in Waukesha with her husband Glen and enjoys spending time with friends and family.
Wealth Manager
Suzy Lopez is a Wealth Manager at Annex Wealth Management.
As a Wealth Manager, Suzy meets with prospective clients, working to secure the client relationship and then oversee the relationship for the long-term. Wealth Managers conduct initial portfolio reviews with clients to determine or validate current investment objectives; prepare recommendations of appropriate investment models and allocations developed by Annex Wealth Management’s Financial Planning team; and engage in business development to deliver results.
Prior to Annex, Suzy graduated from UW-Milwaukee with a Marketing and Finance Major and then worked at Northwestern Mutual for 6 ½ years in an agency.
Suzy is a CERTIFIED FINANCIAL PLANNER ™ professional and has her Chartered Leadership Fellow (CLF) designation from the American Colleges of Financial Services.
Suzy lives in Wauwatosa with her husband, Robert and dog, Stella. They enjoy boating, trying new places to eat and drink, and going to the dog park!
Client Service Manager
Dylan Lyons is a Client Service Manager at Annex Wealth Management.
As a Client Service Manager, Dylan assists all service-related needs of Annex Wealth Management clients.
Dylan graduated with a degree in Applied Economics from the University of Minnesota. Upon graduation, Dylan worked with a commercial collection firm in the Twin Cities area before relocating back to Milwaukee.
Before joining Annex Wealth Management, Dylan worked in a variety of customer service roles and capacities.
When outside of work, Dylan enjoys spending time with friends, going to sporting events, concerts, playing golf and just relaxing. He is an avid sports fan of the Packers, Badgers, Brewers, Bucks and Golden Eagles!
Wealth Manager, Appleton Office
Matthew Krenke is a Wealth Manager at Annex Wealth Management.
As a Wealth Manager, Matthew meets with prospective clients, working to secure the client relationship and then oversee the relationship for the long-term. Wealth managers conduct initial portfolio reviews with clients to determine or validate current investment objectives; prepare recommendations of appropriate investment models and allocations developed by Annex Wealth Management’s Financial Planning team; and engage in business development to deliver results.
Matthew has over twenty years of experience in the financial services industry working with clients and attending to their financial goals. He has spent much of that time helping to educate investors on the financial markets and how to best plan for the future.
Matthew graduated in 1997 from the University of Wisconsin Oshkosh with a degree in economics and started his career in commercial banking. From there he transitioned into owning a family business. It was during this time that Matthew also started working as a financial representative with a local financial services company. Matthew hold a series 66 securities license and is a Certified Financial Planner® along with being a Chartered Financial Consultant® and a Chartered Life Underwriter®.
Matthew is a lifelong Appleton native and lives with his wife Terese and their 3 pets.
He is an avid golfer and enjoys spending time in his kitchen.
Director of Branch Development
Brandon Lehman is the Director of Branch Development at Annex Wealth Management.
As Director of Branch Development, Brandon is responsible for the growth and advancement of Annex’s branch offices. He oversees relationships forged at individual branches and ensures every client is experiencing the Annex Wealth Management difference there.
Brandon has over 10 years of financial services experience working with clients and advisors alike. He has spent the majority of his career working with clients to help them reach their financial objectives with a focus on outcomes. Prior to Annex, Brandon worked as a Wealth Advisor for a national RIA, Investment Consultant for a global asset management firm and a financial consultant for a national insurance and investment firm.
Brandon graduated from Wisconsin Lutheran College in 2009 with a degree in history and political science. He passed the General Securities Representative (Series 7), and the Uniform Combined State Law (Series 66) and is a Certified Financial Planner (CFP®) and an Accredited Investment Fiduciary (AIF®).
Brandon lives in Oconomowoc with his wife Jennifer and three children and also serves as a Company Commander in the Wisconsin Army National Guard.
Branch Director, Naples Office
As Branch Director, Bryan is responsible for the growth and stability of the Naples branch. He oversees relationships forged at the branch and ensures every client is experiencing the Annex Wealth Management difference there.
Before Annex Wealth Management, Bryan held management positions at Scottrade and TD Ameritrade. He worked in the areas of financial education, investment strategies, financial planning, and service with clients and staff.
Bryan earned the CRPC® and CSRIC™ designations as well as FINRA / Securities Industry Series 7, 24, 63, and 66 licenses. He develops his expertise by consistently participating in learning on topics in our industry.
Outside of work, Bryan has enjoyed watching his family develop. He enjoys activities like golf, soccer, swim, biking, and keeping up with his family.
Client Service Manager
Angela Wingo is a Client Service Manager at Annex Wealth Management.
As a Client Service Manager, Angela assists all service-related needs of Annex Wealth Management clients.
Before joining Annex Wealth Management, Angela worked as an operations specialist at UMB Fund Services and, before that as a registered client service associate for another financial service firm.
Angela graduated from DeVry Keller Graduate School of Management with a Master of Business Administration degree.
Angela lives in Milwaukee with her husband Frederick. In her spare time, she enjoys traveling and spending time with friends and family.
Retirement Plan Specialist
Andy Szymczak is a Retirement Plan Specialist at Annex Wealth Management.
As a Retirement Plan Specialist, Andy serves as a main point of contact for plan sponsors and participants and assists with retirement plan related questions.
Andy has over eighteen years of experience at a local Mutual Fund transfer agency.
Andy graduated in 1996 from The University of Wisconsin-Whitewater with a degree in Communications.
Andy lives in Waukesha with his wife April, and daughter Abigail.
He enjoys traveling with his family and following Wisconsin sports.
Trader/Research Analyst
Michael Roth, CFA® is a Trader/Research Analyst at Annex Wealth Management.
As a research analyst and trader, Michael works closely with the Investment Committee conducting bottom-up research of securities and analyzing economic data. Michael also works closely with our Wealth Managers and Client Service Managers to connect Annex’s investment strategy with our clients holistic financial plan.
Michael has over fifteen years of experience in the financial planning and mutual fund services industry. He started his career in financial planning as the Director of Investment Operations for a Wealth Management Advisor at Northwestern Mutual. Before joining Annex Wealth Management, Mike was a Relationship Manager at U.S. Bank Global Fund Services.
Michael graduated in 2002 from the University of Illinois Urbana-Champaign with a B.S. in Finance and has been a CFA® charterholder since 2016.
Michael enjoys travelling the world with his wife Kristin, hitting the gym and is an avid fan of NBA basketball.
Branch Director, Madison Branch Office
Mark Pent is Branch Director at Annex Wealth Management’s Madison Branch Office.
As Branch Director, Mark is responsible for the growth and stability of the Madison Branch. He oversees relationships forged at the branch and ensures every client is experiencing the Annex Wealth Management difference there.
Mark has held a variety of roles in Wealth Management since 2002. He has served as a Financial Advisor, Branch Manager and Complex Director. Prior to joining Annex, Mark worked for UBS Financial Services for over 15 years, most recently as Branch Director in Madison.
Mark holds a BA from the University of Illinois Chicago. He has FINRA licenses, 3, 7, 9, 10, 31 and 66. He also holds a life insurance license.
Mark enjoys travel, snow skiing, boating and cheering on the Badgers. He and his wife Mary have 3 adult daughters.
Wealth Manager
Keith Butler is a Wealth Manager at Annex Wealth Management.
As a Wealth Manager, Keith meets with prospective clients, working to secure the client relationship and then oversee those relationships for the long-term. Wealth managers conduct initial portfolio reviews with prospects and clients to determine or validate current investment objectives; prepare recommendations of appropriate investment models and allocations developed by Annex Wealth Management’s Central Planning department; and engages in business development to deliver results.
Keith was a practicing attorney for over 25 years, focusing on estate planning, probate, general business, business succession planning, and transactional work. After leaving private practice, Keith worked in the private wealth management area of a large bank for over eight years, serving as a Trust Officer and Wealth Trust Advisor.
Keith holds both a Bachelor of Business Administration degree (graduation with distinction) and a Juris Doctor (cum laude) from the University of Wisconsin-Madison. He also holds a Uniform Investment Advisor Law (Series 65) license with Annex Wealth Management.
Keith lives in Germantown with his wife, Linda. He has three adult stepchildren, Josh, Meghan and Sarah, and five grandchildren.
Client Service Manager
Martie Stevens is a Client Service Manager at Annex Wealth Management.
As a Client Service Manager, Martie assists with all service-related needs of Annex Wealth Management clients.
Martie has nearly 20 years of experience in the financial services industry. She has extensive experience in client management and has worked in marketing, innovation and project management during her tenure.
Martie has a B.A. in Communications from UW-Whitewater.
Martie enjoys kayaking, hiking, cooking and working with animals. Her past volunteer work includes the Wisconsin Humane Society Wildlife Rehabilitation Center and Schlitz Audubon Nature Center as a Raptor Educator.
Marketing Automation Specialist
Emma Sapiro is a Marketing Automation Specialist at Annex Wealth Management.
As a Marketing Automation Specialist, Emma is responsible for administrating Annex Wealth Management’s marketing automation system, trafficking marketing activities, and analyzing lists and lead growth.
Before joining Annex, Emma served as External Relations and Promotions Coordinator for the Athletic Department at the University of Wisconsin-Stout in Menomonie, WI, and as Guest Service Specialist for JUUT Salon Spa in Minneapolis, MN. Prior to those positions, she was a Marketing and Promotions intern with the Eau Claire Express baseball team in Eau Claire, WI.
Emma received a Bachelor of Science in Business Administration with a concentration in Tourism in 2016 from UW-Stout.
In her free time, Emma enjoys staying active, finding a good show to watch on Netflix, trying out new restaurants, and spending time with family and friends.
Client Service Manager & Lead Client Operations Specialist
Brian Bartholomew is Client Service Manager & Lead Client Operations Specialist at Annex Wealth Management.
As Client Service Manager & Lead Client Operations Specialist, Brian leads the Client Operations Team in providing overall efficiency and consistency to the Client Service Team. He also assists with training, process development, and all service-related needs of clients.
Brian has over 10 years of experience in the industry working with clients to help them achieve their financial goals. He has an extensive background in financial planning, financial operations and client service.
Brian graduated in 2006 from the University of Wisconsin.
In his free time Brian enjoys exercising, golf and all things Wisconsin Badgers. He lives in Middleton, WI with his wife Michelle.
IT Support Manager
Justin Lachowin is an IT Support Manager at Annex Wealth Management.
As an IT Support Manager, Justin oversees and supports technology operations at Annex Wealth Management as well as provides technology solutions that contribute to the firm’s goals and results.
Justin has over 17 years of experience in the IT industry working in various industries including financial, legal firms, recruitment firms and software companies. He has spent much of that time helping to educate customers on products and services, as well as providing internal IT support to employees, focusing on customer service.
Justin graduated in 2002 from Waukesha County Technical College with a degree in Information Technology. Justin holds various technical certifications including A+, Network+, i-Net+ and MCP.
Justin lives in Pewaukee with his wife Rebecca, enjoying time outside whenever possible.
Client Service Manager
Troy Defenbaugh is a Client Service Manager at Annex Wealth Management.
As a Client Service Manager, Troy assists with all service-related needs of Annex Wealth Management clients.
Troy has over 18 years of customer service experience in the financial industry. Before joining Annex Wealth Management, he worked for US Bank Global Fund Services as a mutual fund specialist assisting clients with their investment accounts, as well as a senior mentor and trainer for his peers.
Troy graduated from UW Eau Claire with a degree in History, and in 2003 he completed his Certificate in Teaching from Carroll University.
Troy enjoys traveling with his wife and son, volunteers with Cub Scouts, and is an avid gamer and science fiction enthusiast.
Financial Planning Specialist
Compliance Specialist
Simon Rech is a Compliance Specialist at Annex Wealth Management.
As Compliance Specialist, Simon’s responsibilities include the continuing development of all aspects of compliance, including regulatory oversight of all Annex Wealth Management® advisors, supervision of accounts and transactions, and compliance with US Securities & Exchange Commission and related securities rules and regulations.
Before Annex Wealth Management, Simon worked for 5 years in the live events industry where he planned and executed concerts and tours around the country.
Simon graduated from UW-Madison with a degree in History and is currently pursuing his MBA through UMass-Amherst.
Outside of the office, Simon enjoys staying active playing golf, tennis, and exercising. He also loves trivia, new gadgets, walks with his dog Bucky and spending time with friends and family.
Wealth Manager
Jeff Stanich is a Wealth Manager at Annex Wealth Management.
As a Wealth Manager, Jeff meets with prospective clients, working to secure the client relationship and then oversee the relationship for the long-term. Wealth Managers conduct initial portfolio reviews with clients to determine or validate current investment objectives; prepare recommendations of appropriate investment models and allocations developed by Annex Wealth Management’s Financial Planning team; and engage in business development to deliver results.
Jeff spent over 27 years as an Options Trader in Chicago before transitioning to a career in Wealth Management.
Jeff completed the Certificate in Financial Planning at Northwestern University. Jeff is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Uniform Investment Advisor Law (Series 65) license with Annex Wealth Management.
Jeff lives in Pleasant Prairie with his wife Lana and has three adult children. Jeff enjoys traveling with Lana, exercising, fishing, golf and spending time with family and friends.
Project & Data Analytics Specialist
David Fono is a Project & Data Analytics Specialist at Annex Wealth Management.
As Project & Data Analytics Specialist, Dave curates and interprets Annex Wealth Management business and client data in order to improve key workflows and spot opportunities to try innovative new methodologies and improve analytical procedures.
David has over 27 years of experience in the financial services industry. Previously, David was a Regulatory Review Manager with U. S. Bancorp Fund Services and prior to U. S. Bancorp Fund Services, he was a Trust Officer and Fee Team Manager at BMO Harris/M&I Wealth Management.
David received his undergraduate degree in Business Administration from the University of Wisconsin, Milwaukee, and his MBA in Business Management from Cardinal Stritch University. He holds a Uniform Investment Advisor Law (Series 65) license with Annex Wealth Management.
David lives in Bay View with his wife, Linda and their two dogs.
Trader/Research Analyst
Blaine Disrud, CFA® is a Trader/Research Analyst at Annex Wealth Management.
As a research analyst and trader, Blaine works closely with the Investment Committee conducting bottom-up research of securities and analyzing economic data. Blaine also assists in managing the individual fixed income portfolio within some of Annex’s more specialized portfolios.
Blaine has over seven years of experience within the investment industry. Prior to joining Annex, Blaine was a member of the Voit & Company, LLC team that joined Annex in 2020.
Blaine holds the right to use the Chartered Financial Analyst® designation. He earned a Master of Financial Analysis from the University of Wisconsin-Milwaukee and a Bachelor of Economics with a minor in Management from the University of Minnesota. He currently holds his Series 65 license.
Blaine lives in Waukesha with his wife Alex and daughter, where he enjoys getting outdoors, hunting, playing hockey, and golfing.
Client Operations Specialist
Maddison Warde is a Client Operations Specialist at Annex Wealth Management.
As a Client Operations Specialist, Maddison assists with all service-related needs of Annex Wealth Management clients, including scheduling, investor research, and paperwork preparation.
Before coming to Annex, Maddison worked as a Recruiter at an event marketing firm, and in other customer service roles.
Maddison graduated from the University of Wisconsin Oshkosh with a degree in Marketing and Sales. She went into graduate school at UWO for Educational Leadership where she spent two years co-advising a student board of campus event planners.
In her free time, Maddison enjoys time with family and friends, and her dog, Ginger. She also enjoys outdoor activities, concerts, driving scenic routes, and other adventures.
Administrative Assistant
Diane Tillman is the Administrative Assistant at Annex Wealth Management.
As Administrative Assistant, Diane serves as a primary point of contact for all items pertaining to the CEO and Director of Wealth Management. She also serves as the primary back up to the front desk and assists with events.
Diane has extensive experience providing administrative, clerical, and operational support in the financial industry and other various industries.
Diane graduated in 2011 from Cardinal Stritch University with a Bachelor of Science degree in Business Management, Cum Laude, with a Certificate of Completion in Human Resource Management.
Diane lives in the West Bend area with her husband Jerome. In her spare time, she serves as Youth and Choir Director at Progressive Baptist Church in Milwaukee. She also loves to work in her flower garden and spend time with their three grandchildren.
Chief Investment Strategist
Todd Voit, Ph.D. has developed and managed client portfolios for over 30 years, and is responsible for equity research, trading, and stock selection methodology at Annex.
Todd was an Emeritus Professor of Finance at the University of Wisconsin-Milwaukee, where he taught graduate and undergraduate courses in Investments, Advanced Investments, and International Finance courses for over 20 years.
Todd has a Ph.D. in Economics with concentrations in Financial and International Economics from the University of Wisconsin–Milwaukee. He also earned a Master of Economics with a concentration in Quantitative Economics and a Bachelor of Arts in Economics with an emphasis in International Economics from the University of Wisconsin–Milwaukee.
Client Operations Specialist
Michelle Dobrenski is a Client Operations Specialist at Annex Wealth Management.
As a Client Operations Specialist, Michelle assists with all service-related needs of Annex Wealth Management clients, including scheduling, investor research, and paperwork preparation.
Before Annex Wealth Management, Michelle worked at Hermle USA, Inc. as the Administrative Assistant, Carma Laboratories as the Executive Assistant and iStream Financial Services as an Administrative Assistant and Relationship Manager.
Michelle lives in Franklin with her husband Rick, and their son is in grad school in South Dakota. She enjoys family, sports and gardening.
401(k) Relationship Manager
Joe has over twenty years of experience in the financial industry working with clients and attending to their financial goals. He has spent the majority of that time helping to educate investors on the financial markets and how to best plan for the future.
Joe graduated in 1996 from UW-Parkside with a degree in Molecular Biology. He holds the series 65 securities license and also holds the CERTIFIED FINANCIAL PLANNER™ certification and Certified Retirement Counselor® designation.
Joe lives in Caledonia with his wife Amy, along with three children and enjoys outdoor activities such as hiking and fly fishing.
Tax Specialist
Jacob Thomas is a Tax Specialist at Annex Wealth Management.
Jacob has over 5 years of experience as a tax return preparer. He has spent most of that time preparing individual and trust tax returns. He also has exposure to partnership tax return preparation.
Jacob graduated from DePaul University with a Bachelor of Arts degree with a focus area in Business Development & Entrepreneurship. Jacob also graduated from the Kellstadt Graduate School of Business with an MS in Taxation. Jacob is a licensed CPA in the state of Illinois.
Jacob lives in Chicago and enjoys grilling during the summer months.
Manager, Annex Tax Services
Joseph Maller is the Manager of Annex Tax Services.
Joseph has spent 35 years establishing his career as a Certified Public Accountant. His knowledge in accounting and tax offer clients the confidence and trust needed to understand the ever-changing world of business.
Joseph graduated from Marquette University in 1985 with a degree in Accounting and received his CPA license in 1986. His is a member of the American Institute of Certified Public Accountants, Illinois CPA Society, and Wisconsin Institute of Certified Accountants. He has served on many boards over the years from the Homebuilders Association of Lake County to various client boards.
Joseph lives in Racine with his wife Janet and enjoys spending time with his family.
Wealth Manager
Ryan Lundeen is a Wealth Manager at Annex Wealth Management.
As a Wealth Manager, Ryan meets with prospective clients, working to secure the client relationship and then oversee the relationship for the long-term. Wealth managers conduct initial portfolio reviews with clients to determine or validate current investment objectives; prepare recommendations of appropriate investment models and allocations developed by Annex Wealth Management’s Financial Planning team; and engage in business development to deliver results.
Ryan has been in the financial services industry for the past eleven years. He has spent this time educating and assisting clients with their financial needs, wants, and wishes. Ryan has had roles that ranged from responsibilities as account manager to various lending roles. He graduated from the University of Wisconsin-Oshkosh in 2008 with a Bachelor of Science degree in Psychology. Ryan is a CERTIFIED FINANCIAL PLANNER™.
Ryan lives in Waukesha with his wife Kieran. He enjoys staying active with outdoor activities that include golf, running, soccer, and bicycling. He is an avid sports fan and enjoys attending local Milwaukee Brewers, Bucks, and Packers games.
Compliance Specialist
Cathy Lange is a Compliance Specialist at Annex Wealth Management.
As Compliance Specialist, her responsibilities include the continuing development of all aspects of compliance, including review of marketing materials, internal audits and compliance with US Securities & Exchange Commission and related securities rules and regulations.
Cathy has over 25 years of experience in the investment industry, both working on relationships with clients and monitoring compliance. Before joining Annex, Cathy held positions at Strong Capital Management, Artisan Partners, U.S. Bancorp Fund Services and We Energies. She was most recently on the Voit & Company, LLC team that joined Annex in 2020.
Cathy earned a Bachelor of Business Administration with a minor in Finance from the University of Wisconsin – Milwaukee. She currently holds a series 65 securities license.
Cathy lives in New Berlin with her husband Jeff and spends her free time exercising, golfing and traveling.
Financial Planning Specialist
Tom Berkholtz is a Financial Planning Specialist on Annex Wealth Management’s Financial Planning Team.
As a Financial Planning Specialist, Tom works with the Financial Planning Team, employing leading-edge technology to help create a financial plan tailored to a client’s risk tolerance, needs, and expectations.
Before Annex Wealth Management, Tom worked for 5 years in the financial services industry. During college he worked at BMO Harris bank as a Customer Service Representative and interned for a financial services company in the Madison area. He then worked for an independent financial services company in an Operations/Paraplanner role.
Tom graduated from UW-Madison with a degree in Personal Finance and certificate in Entrepreneurship. He is a CERTIFIED FINANCIAL PLANNER™ and has passed the following FINRA qualification examinations: General Securities Representative (Series 7) and Uniform Combined State Law (Series 66). Tom also holds life & health insurance licenses.
Tom is an avid Packer fan and enjoys running, reading, and spending time with family.
Project & Data Analyst Specialist
Noi Sayaovong is a Project & Data Analyst Specialist at Annex Wealth Management.
Prior to joining Annex, Noi served as the Operations Manager at Voit & Company, LLC. She also spent ten years at Artisan Partners providing institutional client services and marketing.
Noi earned a Master of Business Administration with an emphasis in Marketing from Concordia University and a Bachelor of Business Administration from Mount Mary College.
Noi is married with two daughters and one son. When she isn’t busy with her children’s activities, she enjoys live entertainment and leisure travel.
Wealth Strategist and Estate Planning Attorney
Amy Kiiskila is a Wealth Strategist and Estate Planning Attorney at Annex Wealth Management.
As a Wealth Strategist, Amy works collaboratively with clients, Wealth Managers, and external CPAs and attorneys to provide guidance to high-net-worth families, business owners, and corporate executives on defining and developing comprehensive wealth plans. Her focus areas include estate planning and wealth transfer, business transition matters, tax efficiency, and philanthropic goals. As an Estate Planning Attorney, Amy works on evaluating existing estate plans for practical application to accomplish client goals in light of changes in estate planning circumstances and tax laws. In addition, she also provides training and advisory services to client and employees about all aspects of estate planning and trust administration.
Prior to joining Annex Wealth Management, Amy was a Partner in the Wealth Planning group at Michael Best & Friedrich LLP, where she worked with individuals and business owners to achieve their estate planning, business planning, and financial planning goals. Amy also previously worked at Northwestern Mutual, as Vice President of Advanced Planning. She began her career at Arthur Andersen as an auditor.
Amy attained her BBA in accounting from St. Norbert College and her JD from the University of Wisconsin-Madison. Amy is also a CERTIFIED FINANCIAL PLANNER ™ professional and CPA and holds her CLU® designation.
Amy is active in various industry and community organizations, including the Milwaukee Estate Planning Forum, the Women and Girls Fund of Waukesha County, and the Catholic Community Foundation. She lives in Wauwatosa and enjoys biking, hiking, yoga, and hanging out with her two teenagers, Kelsey and Landon.
Client Service Manager
Cory Borcherdt is a Client Service Manager at Annex Wealth Management.
As a Client Service Manager, Cory assists with all service-related needs of Annex Wealth Management clients.
Cory has over 15 years of customer service experience in the financial industry. Before joining Annex Wealth Management, he worked for US Bank Global Fund Services as a mutual fund specialist assisting clients with their investment accounts, managing projects, and onboarding new hires.
Cory graduated in 2011 from the Milwaukee Area Technical College with an associate degree in Banking and Financial Services. In 2015, he graduated from the University of Wisconsin-Milwaukee with his bachelor’s degree in Finance and completed the Investment Management Certificate Program, a CFA Institute University Recognized Program.
Cory enjoys spending time with his son, golfing, film production, working out, and is also a gaming enthusiast.
Compliance Specialist
Nikki Trudell is a Compliance Specialist at Annex Wealth Management.
As Compliance Specialist, her responsibilities include the continuing development of all aspects of compliance, including regulatory oversight of all Annex Wealth Management® advisors, supervision of accounts and transactions, and compliance with US Securities & Exchange Commission and related securities rules and regulations.
Before Annex Wealth Management, Nikki was a Client Service Supervisor at Voit & Company, LLC. She also spent 12 years at HealthWorks Wellness Center as the Medical Billing Manager.
Nikki graduated from Mount Mary College and received her Bachelor’s degree in Early Childhood Education. She also studied abroad in Australia for a summer.
Nikki lives in Germantown with her husband Jeff. She enjoys fishing, camping, attending sporting events and spending time with family and friends.
Financial Planning Specialist
Jenny Jesse is a Financial Planning Specialist on Annex Wealth Management’s Financial Planning Team.
As a Financial Planning Specialist, Jenny works with the Financial Planning Team, employing leading-edge technology to help create a financial plan tailored to a client’s risk tolerance, needs, and expectations.
Jenny was an intern at Annex where her primary role was supporting the financial planning team. Prior to returning to Annex, she worked as a client service administrator at a registered investment advisor in the Chicago suburbs.
Jenny graduated from UW-Madison with a degree in Personal Finance and a certificate in entrepreneurship. She was an active member of the Wealth Management club during her time at UW. Jenny is a CERTIFIED FINANCIAL PLANNER™.
Jenny enjoys baking, cheering on the Badgers, trying new local restaurants, and spending time with her cat, Olive.
Office Administrator
Jessica Kuenstler is an Office Administrator at Annex Wealth Management’s Appleton Branch Office.
As an Office Administrator, Jessica answers calls from current and potential clients, coordinates meetings, maintains client files and handles many administrative duties.
Before joining Annex, Jessica spent her last two years as a Sales Advisor for a local business. She also previously served as a Title Clerk and a Membership Coordinator at the local YMCA.
Jessica graduated from the University of Wisconsin Oshkosh with a Bachelor of Science degree in Communications Studies. Her main emphasis was in Organizational Communication.
In her free time, Jessica enjoys camping, going out on the boat, trying new foods, finding new shows to watch on Netflix, and spending time with not only friends and family, but her dog Jax too.
Investment Management Specialist
Trevor is an Investment Management Specialist at Annex Wealth Management.
He executes the day-to-day implementation of model investment strategies, works alongside the Chief Investment Officer in managing client portfolios and researches investments managed by Annex Wealth Management. Trevor plays an integral role of liaison between the Wealth Managers, Client Service Managers, and the Investment Management team.
Trevor’s extensive background in the financial industry – including wealth management, financial reporting, and financial technology – informs his ability to keep clients first and help them reach their goals.
Trevor graduated summa cum laude from Concordia University – Wisconsin with a Bachelor of Science in Finance. While attending Concordia, Trevor served as President of the school’s Investment Club and was a member of the university’s Portfolio Management team.
Trevor is an avid Wisconsin sports fan.
Associate Wealth Manager
Ryan Van Blarcom is an Associate Wealth Manager at Annex Wealth Management.
Ryan has three years of experience in the financial industry working with clients and attending to their financial goals. He has spent the majority of that time helping to educate investors on the financial markets and how to best plan for the future.
Graduating from the University of Minnesota-Duluth, Ryan has a degree in Business Administration in Finance. In 2020, he graduated from the Capella University with his MBA.
Ryan is currently enjoying the city life and spending time with friends.
Client Communication Liaison
Amy is a Client Communication Liaison for Annex Wealth Management.
With a wide variety of communication experiences in the professional and literary sectors, Amy takes pride in crafting content that is both relevant and engaging for readers. She continually works to improve the communications experience at Annex.
Amy graduated from the University of Wisconsin Oshkosh with a degree in English and previously worked with a small publishing press as an Editorial Assistant while simultaneously working in the corporate communications industry before joining the Annex Team.
She enjoys playing tennis and softball during the summer, reading, and writing whenever she can, and training for Spartan Races all year long. Amy is also looking forward to changing her name in a few short months after her and her fiancé, Joey, tie the knot!
Associate Wealth Manager
Gregory Vidmar is an Associate Wealth Manager at Annex Wealth Management.
Gregory has over five years of experience in the industry working with clients and attending to their financial goals. He has spent most of that time educating clients on the financial market and servicing client inquiries.
Gregory graduated in 2015 from University of Wisconsin-La Crosse with a degree in Business Administration in Marketing.
Gregory is passionate about all Wisconsin sports and enjoys competing in outdoor activities/sports. He has a border collie (Stella) and golden retriever (Lucy). Gregory was born and raised on Lake Winnebago and enjoys anytime he gets to be out on the water.
Events Manager
Kristen Minick is an Events Manager at Annex Wealth Management.
As Events Manager, Kristen helps Annex fulfill its commitment to education and information by organizing and arranging client and prospect events. She makes sure that attending an Annex event is as informative and engaging as possible through careful planning and attention to detail.
Kristen has over five years of experience working in the events industry, producing large scale conventions across various special markets. Most recently she supported the world’s largest fashion trade show, cultivating a comprehensive marketplace to connect leading industry brands and influential retailers.
Kristen graduated from University of Wisconsin – Whitewater in 2014 earning a B.A. in Communications with an emphasis in Public Relations. She recently completed a two-year certification program through the International Association of Exhibitions and Events (IAEE), earning the designation of CEM (Certified in Exhibition Management).
Kristen is a lover of all things Wisconsin – fish fry Friday nights with an Old Fashioned, cheering on the Packers, summers on the lake, Door County weekends, and exploring local breweries.
Client Service Manager
Tyler Quinn is a Client Service Manager at Annex Wealth Management.
As a Client Service Manager, Tyler assists with all service-related needs of Annex Wealth Management.
Tyler graduated with a Bachelor of Business Administration in Finance from the University of Wisconsin – Milwaukee.
Tyler lives in downtown Milwaukee. He enjoys going to sporting events, concerts and both watching and playing soccer. He admires the city life but likes to partake in outdoor activities such as snowboarding, hiking, camping, fishing, and traveling as well.
IT Manager
Robert Kelly is an IT Manager at Annex Wealth Management.
As an IT Manager, Robert oversees technology operations at Annex Wealth Management as well as provides technology solutions that contribute to the firm’s goals and results.
Robert has over 24 years of IT experience as it relates to working with end users, training, networks, vendors, and executive support all throughout the Milwaukee Metro area. In 2009 Robert graduated from University of Phoenix with an MBA, and for the last 9 years Robert has been in the Management sector broadening his overall skillset.
Robert lives in Greenfield with his youngest daughter (13), and his two oldest daughters (24, 21) live out of state. In his free time Robert likes to spend his time going to the gym, dancing, writing, watching movies, music related stuff, and being a Dad!!
Client Service Manager
Dave Panitzke is a Client Service Manager at Annex Wealth Management.
As a Client Service Manager, Dave assists with all service-related needs of Annex Wealth Management clients.
Before joining Annex Wealth Management, Dave worked in the banking industry in a variety of roles as well as other sales roles.
Dave graduated from Martin Luther College and Wisconsin Lutheran Seminary with degrees in liberal arts and theology.
He enjoys camping and hiking, especially in the mountains with his wife, Sarah, and three children. He and his fiancée also enjoy kayaking in local lakes.
Associate Wealth Manager
Nicholas Miller is an Associate Wealth Manager at Annex Wealth Management.
Nicholas has over seven years of experience in the financial industry working with clients and attending to their financial goals. He has spent the majority of that time helping educate investors on the financial markets and plan for the future. His previous roles include Financial Consulting and Private Banking.
Nicholas graduated in 2015 from the University Wisconsin-Whitewater College of Business and Economics with a Bachelor’s degree in Business Management and a Minor in Finance.
Nicholas is an avid sports fan who enjoys golfing whenever he can and enjoys traveling with his Family and Friends. Nicholas was born and raised in Madison, Wisconsin.
401(k) Relationship Manager
Martha Kuhn is the 401(k) Relationship Manager at Annex Wealth Management.
As 401(k) Relationship Manager, Martha will be managing client relations; day to day questions, follow up, providing education and participant consultation.
Before joining Annex, Martha worked in the retirement plan industry for over 20 years. She enjoys offering her assistance and values building relationships.
Martha graduated from the University of Wisconsin-Milwaukee and earned her Bachelor of Business Administration degree in Finance.
Martha loves spending time with her kids, as well as her family and friends. She stays active with outdoor activities that include hiking, biking, kayaking, and skiing.
Compliance Specialist
John Thompson is a Compliance Specialist at Annex Wealth Management.
As Compliance Specialist, his responsibilities include the continuing development of all aspects of compliance, including regulatory oversight of all Annex Wealth Management® advisors, supervision of accounts and transactions, and compliance with US Securities & Exchange Commission and related securities rules and regulations.
Prior to joining Annex Wealth Management, John held various roles with ALPS Fund Services based out of Denver, Colorado.
John graduated from the University of Colorado Boulder with a degree in Economics. He holds a Uniform Investment Advisor Law (Series 65) license with Annex Wealth Management.
John lives in Wauwatosa with his wife and their son. He spends his free time enjoying the outdoors, golfing, mechanical hobbies, and being with family and friends.
Investment Management Specialist
Jack is an Investment Management Specialist at Annex Wealth Management.
He executes the day-to-day implementation of model investment strategies, works alongside the Chief Investment Officer in managing client portfolios and researches investments managed by Annex Wealth Management. Jack plays an integral role of liaison between the Wealth Managers, Client Service Managers, and the Investment Management team.
Jack’s experience in the financial industry, working as a financial representative and as a trader, lends him to be a talented problem-solver who understands prioritizing clients’ needs.
Jack graduated from the University of Wisconsin-Madison with a Bachelor of Business Administration in Finance. During his time at UW-Madison, Jack was a member of the Portfolio Management Club as well as the Wealth Management Group.
Jack is an avid golfer and Wisconsin sports fan.
Client Service Manager
Erin Sanderson is a Client Service Manager at Annex Wealth Management.
As a Client Service Manager, Erin assists with all service-related needs of Annex Wealth Management clients.
Erin has almost 20 years of experience in the financial services industry working with clients to achieve their financial goals. Most of her experience relates to the management and servicing of employer-sponsored retirement plans, with her most recent 5 years specializing in onboarding of new clients.
Erin graduated in December 2009 from Cardinal Stritch University with a degree in Business Administration. She has been recognized as a company leader in Client Service.
Erin lives in West Allis with her husband Derek, and their 3 very active daughters Alyssa, Molly, and Nora.
Wealth Manager
Sarah Kyle is a Wealth Manager at Annex Wealth Management’s Elm Grove office.
As a Wealth Manager, Sarah meets with prospective clients, working to secure the client relationship and then oversee the relationship for the long-term. Wealth managers conduct initial portfolio reviews with clients to determine or validate current investment objectives; prepare recommendations of appropriate investment models and allocations developed by Annex Wealth Management’s Financial Planning team; and engage in business development to deliver results.
Sarah earned a Bachelor of Business Administration in Finance from Marquette University. Before she worked at Annex Wealth Management, Sarah was a Private Wealth Advisor at BMO Harris Private Wealth Management. The majority of her career was spent at Robert Baird where she was a Director of Institutional Equity Sales and Trading. She holds her FINRA registrations of General Securities Representative (Series-7) and Uniform Combined State Law (Series 66).
Sarah loves spending time with her family, enjoys healthy living, and all sports especially playing golf and competitive tennis.
Wealth Manager
Bjorn Sanders is a Wealth Manager at Annex Wealth Management.
As a Wealth Manager, Bjorn meets with prospective clients, working to secure the client relationship and then oversee the relationship for the long-term. Wealth managers conduct initial portfolio reviews with clients to determine or validate current investment objectives; prepare recommendations of appropriate investment models and allocations developed by Annex Wealth Management’s Financial Planning team; and engage in business development to deliver results.
Bjorn has been in the financial services industry for approximately 20 years. Prior to Joining the Annex Wealth Management team, Bjorn has worked for AIM Investments, USAA, TIAA-CREF, and J.P. Morgan Chase. Bjorn Sanders is CERTIFIED FINANCIAL PLANNER™ professional and has spent a majority of his career helping clients achieve their financial goals though holistic, comprehensive financial planning.
Bjorn obtained his Bachelor of Science in Business: eBusiness from the University of Phoenix. In addition, Bjorn has passed the following FINRA exams: Investment Company and Variable Contracts Products Representative Exam (Series 6), General Securities Representative (Series 7), Uniform Securities Agent State Law Examination (Series 63), and Uniform Investment Advisor Law Examination (Series 65). In addition, Bjorn has also passed the State Life and Health Insurance License exam.
Bjorn enjoys spending time with his wife Cindy, and their two daughters, boating, fishing, and vacationing in Northern Wisconsin. Bjorn is active in his church, and most recently has volunteered with the YMCA to coach youth soccer.
Wealth Manager
Nik Kibardin is a Wealth Manager at Annex Wealth Management.
As a Wealth Manager, Nik meets with prospective clients, working to secure the client relationship and then oversee the relationship for the long-term. Wealth managers conduct initial portfolio reviews with clients to determine or validate current investment objectives; prepare recommendations of appropriate investment models and allocations developed by Annex Wealth Management’s Financial Planning team; and engage in business development to deliver results.
Nik has over 15 years of experience working with clients in the financial services industry and has worked as a Wealth Management Advisor for a national financial advisor. He’s passionate about getting to know clients and helping them reach their financial goals.
He’s earned his BA degree from Ripon College in Ripon, WI with a major in International Business. Nik also holds an MBA in Finance from Loyola University Chicago-Quinlan School of Business. Nik has passed the following FINRA qualification examinations: Series 6, 7, 66, and 50. Additionally, Nik has been Insurance licensed in Life, Health, and Long-Term Care. Nik is currently pursuing his Certified Financial Planner™ (CFP®) designation.
Nik is a proud father of two and enjoys traveling and the great outdoors with his wife and kids. His hobbies include weightlifting, everything soccer, and skiing.
Branch Director, Naples Office
Robert Chastain is Branch Director at Annex Wealth Management’s Naples Branch Office.
As Branch Director, Robert is responsible for the growth and stability of the Naples branch. He oversees relationships forged at the branch and ensures every client is experiencing the Annex Wealth Management difference there.
Robert has a vast background starting in the automotive supplier markets before he transitioned into the financial markets. He started with a small boutique investment fund, then worked for Think or Swim which was sold to TD Ameritrade. Robert has since held various roles at Merrill Lynch, Suncoast Trust & Investments before coming to Annex Wealth Management.
Robert and his wife keep busy with their four children, three grandchildren, and keep active with cycling, gym visits, and living in the home of Pickleball.
Wealth Manager
Jeff Daye is a Wealth Manager at Annex Wealth Management.
As a Wealth Manager, Jeff meets with prospective clients, working to secure the client relationship and then oversee the relationship for the long-term. Wealth managers conduct initial portfolio reviews with clients to determine or validate current investment objectives; prepare recommendations of appropriate investment models and allocations developed by Annex Wealth Management’s Financial Planning team; and engage in business development to deliver results.
Prior to Annex, Jeff worked as a Senior Wealth Advisor for a national RIA, Associate Regional Director and Relationship Manager serving clients in multiple states for a global asset management firm.
After graduating from the University of Wisconsin Whitewater, with a degree in Marketing, Jeff passed the General Securities Representative (Series 7). He also passed the Uniform Securities Agent State Law Examination (Series 63), Uniform Investment Adviser Law Examination (Series 65), is Wisconsin Life Insurance Licensed, is a CERTIFIED FINANCIAL PLANNER™ (CFP®) is a Chartered Retirement Plan Specialist™ (CRPS®) and holds the Retirement Plan Associate (RPA) Designation from the International Foundation of Employee Benefit Plans.
Jeff lives in Appleton, WI with his wife Erika and two children. In his free time, he enjoys board games, many outdoor activities and serving in his local church.
Associate Wealth Manager
Jake Knox is an Associate Wealth Manager at Annex Wealth Management.
As an Associate Wealth Manager, Jake assists with all service-related needs of Annex Wealth Management.
Jake recently graduated from UW-Whitewater. He double majored in Finance, with an emphasis in Financial Planning, and Information Technology.
Prior to working at Annex Wealth Management, Jake worked at US Bank in the business lending department. During his time in school, he also worked in their finance department meeting and assisting students with their financial situations.
In his free time, Jake enjoys golf, all things Wisconsin sports, and the Chicago Blackhawks.
Associate Wealth Manager
Jake Knox is an Associate Wealth Manager at Annex Wealth Management.
As an Associate Wealth Manager, Jake assists with all service-related needs of Annex Wealth Management.
Jake recently graduated from UW-Whitewater. He double majored in Finance, with an emphasis in Financial Planning, and Information Technology.
Prior to working at Annex Wealth Management, Jake worked at US Bank in the business lending department. During his time in school, he also worked in their finance department meeting and assisting students with their financial situations.
In his free time, Jake enjoys golf, all things Wisconsin sports, and the Chicago Blackhawks.
Client Service Manager
Carl Holzem is a Client Service Manager at Annex Wealth Management.
As a Client Service Manager, Carl assists with all service-related needs of Annex Wealth Management clients.
Carl has over 26 years working in the financial services industry. Most recently, Carl was a Client Services Manager at US Bank Global Fund Services where he managed a team that oversaw the ongoing servicing needs of hedge fund and private equity managers.
Carl graduated from UW Milwaukee in 1996 with a degree in finance, and an MBA with an accounting emphasis from UW Milwaukee in 2002.
Carl enjoys spending his time golfing, fishing, and bowling. He also enjoys giving back to his community of Menomonee Falls as a member of the Falls Optimist Club.
