Client Service Management Team
Your Client Service Manager is your dedicated primary point of contact at Annex Wealth Management. They are focused on ensuring a seamless and responsive experience, handling all your service-related needs including managing daily inquiries, scheduling your strategic reviews, maintaining crucial records, and coordinating all outgoing communications.
CLIENT SERVICE MANAGERS
Heather Shutta
Manager of Client Service
Melissa Montguire
Supervisor – Client Service
Erin Chop
Supervisor – Client Service
Amanda Ploetz
Lead Client Service Manager
Shannan Bowers
Client Service Manager
Sami Christiansen
Client Service Manager
Juliana Da Costa
Client Service Manager
Troy Defenbaugh
Client Service Manager
Michael Flasch
Client Service Manager
Carl Holzem
Client Service Manager
Julie Geszvain
Client Service Manager
Shannon Jarvis
Client Service Manager
Jess Jashinsky
Client Service Manager
Laura Kelley
Client Service Manager
Sherry MacGregor
Client Service Manager
Tyler Quinn
Client Service Manager
Megan Salb
Client Service Manager
Elias Rico
Client Service Manager
Erin Sanderson
Client Service Manager
Andrea Schwenker
Client Service Manager
Brittany Seemuth
Client Service Manager
Sam Streator
Client Service Manager
Austin Vande Slunt
Client Service Manager
Brandon Willis
Client Service Manager
Brian Bartholomew
Manager of Client Operations
Melanie Funk
Lead Client Operations Specialist
Becca Camann
Client Operations Specialist
Terry Conner
Client Operations Specialist
Michelle Dobrenski
Client Operations Specialist
Susan Felton
Client Operations Specialist
Maighread Peterson
Client Operations Specialist
Angela Wingo
Client Operations Specialist
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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