Tax Planning Team
The Annex Wealth Management Tax Planning Team seeks a thorough understanding of your circumstances, including your financial plan, then incorporates key strategies like distribution planning, Roth conversions, and tax-loss harvesting to help you navigate the complex world of taxes.
Eric Strom, CFP®, EA
Director of Financial Planning
Alec Durand, JD
Estate Planning Attorney
Amy Kiiskila, JD, CFP®, CPA, CLU®
Director of Wealth Strategy
Brian Lamborne, JD, LLM
Senior Wealth Strategist
Tom Andricopulos, CPA
Tax Manager
Katie Brahaney
Tax Manager
Tom McShane, CPA
Tax Manager
Alena Shurpita, CPA
Tax Accountant/Associate
Jess Hedgcoxe, CPA
Tax Planning Associate
Tom Berkholtz, CFP®, EA, ECA
Manager of Financial Planning
Jenny Jesse, CFP®, EA
Lead Financial Planner
Arabella Parins, CFP®
Financial Planning Specialist
Rebecca Posig, CFP®
Financial Planning Specialist
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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