← Meet the Team
Cathy Roenspies
Executive Assistant – Chief Growth Officer
Cathy Roenspies is the Executive Assistant – Chief Growth Officer at Annex Wealth Management.
As Executive Assistant, Cathy supports the Chief Growth Officer and effectively partners with teams internally and externally to advance the goals and workflow of the office of the CGO.
Cathy has over 25 years of experience in the Financial Services industry including banking, brokerage, financial technology, and wealth management. Cathy’s past roles have focused on delivering exceptional client service through building relationships, experiential marketing, and c-level management. Prior to Annex, Cathy worked as a Wealth Advisor Associate for a regional RIA, a Vice President of Marketing for a global FinTech provider, and various business liaison positions to the C-suite.
Cathy lives in Greendale and loves the many seasons of Wisconsin. In her personal time, she can be found enjoying the family cottage in northern Wisconsin, watching her nephews in collegiate sports, biking, walking, and anything that has to do with family and being outdoors.
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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