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Tom Parks
Tom Parks is the Director of Retirement Plan Services at Annex Wealth Management.
He has specialized in qualified retirement plan administration, education and consulting since 2001. Tom is the primary contact for the plan fiduciaries. In this capacity, Tom presents quarterly investment reviews and annual plan reviews. Tom also participates in the production of custom videos and on-site group participant education.
Before Annex Wealth Management, Tom spent two years as a volunteer in Quito, Ecuador. His professional career started at the M&I Trust Company where he educated both English and Spanish-speaking plan participants on the importance of preparing for retirement.
Tom graduated from St. Norbert College with a degree in philosophy and economics, and holds both the AIF® CRPS® certifications.
Tom and his family are involved in a variety of philanthropic endeavors and Tom is actively engaged in civic affairs.
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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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