← Meet the Team
Eric Strom, CFP®, EA
Director of Financial Planning
Eric is the Director of Financial Planning at Annex Wealth Management.
As Director of Financial Planning, Eric leads Annex’s financial planning team, which serves as a technical resource for wealth managers and clients in a variety of subject matter areas. Eric specializes in the areas of advanced tax planning, retirement planning, charitable and legacy planning, insurance planning, social security optimization, and more.
Eric is a CERTIFIED FINANCIAL PLANNER® professional and an IRS Enrolled Agent. He has an undergraduate degree in Biochemistry and a certificate in financial planning from Boston University.
Eric has served as treasurer and board member of MAM Fund – Maryland Avenue Montessori school, a Milwaukee public school. Eric is the proud father of two beautiful daughters. He enjoys music, running, hiking, and spending time with his wife, kids, and extended family.
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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