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Andrea Schwenker
Client Service Manager
Andrea Schwenker is a Lead Client Service Manager at Annex Wealth Management.
As Lead Client Service Manager, Andrea manages and supervises processes and procedures for our Service Team. She 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, Andrea worked as an annuity specialist for Northwestern Mutual.
Andrea obtained her Bachelor’s Degree in Communications from the University of Wisconsin – Oshkosh.
A former collegiate gymnast, Andrea loves coaching gymnastics, spending time with her family, and attending sporting events with her husband.
Unleash the Power of What's Next
After decades of planning and preparation, Annex Wealth Management has established a way of doing business that promises the same warm, personal, one-on-one interaction to all clients. Using leading-edge technology, analytics and review, our staff of skilled professionals constantly seeks to confidently deliver an elite, full-service wealth management experience.
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