← Meet the Team

Andy Szymczak

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.