← Meet the Team
Brandon Lehman, CFP®, AIF®
Director of Annex Private Client
Brandon Lehman is the Director of Annex Private Client at Annex Wealth Management.
As Director of Annex Private Client, Brandon is responsible for the growth, advancement and management of Annex Private Client, the High Net Worth and Ultra High Net Worth Wealth Management Team at Annex. They focus on advanced tax, investment, distribution, estate, and philanthropy planning as well as other complex private wealth strategies.
Brandon has over 14 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), is a CERTIFIED FINANCIAL PLANNER™ professional, and earned the Accredited Investment Fiduciary® designation.
Brandon lives in Oconomowoc with his wife Jennifer and three children and serves as a Company Commander in the Wisconsin Army National Guard.
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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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