← Meet the Team
Kevin Trecek, CFP®
Wealth Manager
Kevin Trecek is a Wealth Manager at Annex Wealth Management.
As a Wealth Manager, Kevin 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.
Kevin is experienced in helping clients build knowledge and understanding of their financial lives to aid in achieving their goals. Prior to Annex, Kevin worked as a financial advisor for a national financial services organization, and a Business Development Associate at a national investment and insurance firm.
Kevin graduated from UW-Whitewater with a degree in finance. He is a CERTIFIED FINANCIAL PLANNER ™ professional and has passed the Securities Industry Essentials (SIE), the General Securities Representative (Series 7), and the Uniform Combined State Law (Series 66).
Kevin lives in Oconomowoc with his girlfriend and their dog. He enjoys the outdoors, especially days at the lake.
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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