Gregory Vidmar

Gregory Vidmar is a Wealth Manager at Annex Wealth Management.

As a Wealth Manager, Gregory guides clients through every stage of their financial journey—overseeing the design, implementation, and ongoing monitoring of personalized wealth strategies. He provides objective, comprehensive advice rooted in each client’s goals and leads regular review meetings to ensure their plan stays aligned with life’s changes and opportunities.

Gregory is a CERTIFIED FINANCIAL PLANNER ™ professional and has over 7 years of experience in the industry, working with clients and attending to their financial goals. He has spent most of that time educating clients on the financial market and servicing client inquiries.

Gregory graduated in 2015 from the University of Wisconsin-La Crosse with a degree in Business Administration in Marketing.

Gregory is passionate about all Wisconsin sports, traveling, and competing in outdoor activities/sports. He has a border collie (Stella) that loves playing catch at the park and going on adventures with him. Gregory was born and raised on Lake Winnebago and enjoys any time he gets to be out on the water.