The Annex Wealth Management Financial and Retirement Planning Team assists clients in defining and developing realistic financial and retirement plans, utilizing leading-edge technology to create strategies that help clients meet their financial objectives, stay on track, and remain focused on their goals.
Eric Strom, CFP®, EA
Director of Financial Planning
Tom Berkholtz, CFP®, EA, ECA
Manager of Financial Planning
Jenny Jesse, CFP®, EA
Lead Financial Planner
Cory Borcherdt, CFP®, CLTC®
Financial Planning Specialist
Arabella Parins, CFP®
Financial Planning Specialist
Rebecca Posig, CFP®
Financial Planning Specialist
Brooke Wilken
Financial Planning Associate
Jess Hedgcoxe, CPA
Tax Planning Associate
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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