Tom Berkholtz

Tom Berkholtz is a Manager of Financial Planning at Annex Wealth Management.

As a Manager of Financial Planning, Tom analyzes complex financial situations and provides comprehensive financial guidance to our clients on a variety of topics such as tax planning, retirement planning, charitable and legacy planning, social security optimization, and more.

Tom graduated from UW-Madison with a degree in Personal Finance and certificate in Entrepreneurship. He is a CERTIFIED FINANCIAL PLANNER™ and licensed by the IRS as an Enrolled Agent. He is also an Equity Compensation Associate (ECA) signifying his specialized expertise in advising clients with equity-based compensation, such as stock options and restricted stock units.

Tom is an avid Packer fan and enjoys running, reading, and spending time with family.