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Andy Szymczak
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.
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After decades of planning and preparation, Annex Wealth Management has established a way of doing business that promises the same warm, personal, one-on-one interaction to all clients. Using leading-edge technology, analytics and review, our staff of skilled professionals constantly seeks to confidently deliver an elite, full-service wealth management experience.
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