Leah Koppelmann

Leah Koppelmann is a Client Operations Specialist at Annex Wealth Management.

As a Client Operations Specialist, Leah assists with all service-related needs of Annex Wealth Management clients including new client onboarding, scheduling, and account paperwork.

Before coming to Annex, Leah worked as a mortgage loan processor at a mortgage company for six years, where she assisted clients in reviewing paperwork and organizing a file to ensure the eligibility to purchase a home. She has over 10 years of experience in customer service-related roles and is dedicated to always doing what’s best for the client. Leah graduated from UW-Whitewater in 2018 with a degree in communications.

Leah lives in Oconomowoc and enjoys spending time outdoors and on the local lakes. She also enjoys traveling, photography, and spending time with her friends and family.