Guided by its regularly meeting Investment Policy Committee, Annex Wealth Management builds diversified, disciplined portfolios tailored to specific client needs, ranging from conservative to aggressive growth across various objectives like income, capital preservation, or capital appreciation.
Dave Spano, CFP®
Chief Executive Officer
Derek V.W. Felske, CFA®
Chief Investment Officer
Brian Jacobsen, PhD, JD, CFA®, CFP®, CAIA, CBE
Chief Economic Strategist
Mark Beck
Chief Growth Officer
Steve Dryer, MBA
Chief Operating Officer
Anthony Mlachnik, MBA, CIMA®, BFA
Senior Wealth Advisor
Jason Cooper, CFA®
Director Of Equity Research
Jack DeRoche
Manager of Investment Operations
Clayton Beilfuss
Trader
Nick Hillstrom
Trader
Mark Schaefer
Trader
Jamie Watkins
Trader
Kiya Adam
Trader
Jacob Johnson
Associate Research Analyst
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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