Bjorn Sanders, CFP^®

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).

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.