← Meet the Team
Kristen Fagan
Kristen Fagan is an Office Administrator at Annex Wealth Management’s Mequon Branch Office.
As an Office Administrator, Kristen answers calls from current and potential clients, coordinates meetings, maintains client files and handles many administrative duties.
Before Annex Wealth Management, Kristen worked as a custom cake decorator at Sendiks in Mequon. Prior to that, she worked as Merchandising Coordinator and Manager of retail store “Past Basket” in Bayside.
Kristen lives in Whitefish Bay with her husband John and has two grown boys. She enjoys spending time with family, skiing, biking, cooking and baking.
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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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