← Meet the Team
Katy Amenda
Client Service Manager
Katy Amenda is a Client Service Manager at Annex Wealth Management’s Mequon Branch Office.
As a Client Service Manager, Katy assists all service-related needs of Annex Wealth Management clients.
Prior to Annex, Katy was Director of Operations at a large financial companyl for 15 years. She graduated from St. Norbert College with a bachelor’s degree in education.
Outside of work, Katy enjoys reading, gardening, and spending summers by the pool. She also enjoys spending time with family and traveling.
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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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