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
Tom McShane, CPA
Tax Manager
Elena Erkenswick, EA
Tax Associate
Luis Castellanos Solano
Tax Planning Associate
Alena Shurpita, CPA
Tax Accountant/Associate
Jess Hedgcoxe, CPA
Associate Tax Manager
Tom Berkholtz, CFP®, EA, ECA
Manager of Financial Planning
Jenny Jesse, CFP®, EA, RICP®
Lead Financial Planner
Arabella Parins, CFP®, CPA
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.
Sign Up For The Axiom®