At Annex Wealth Management, your Wealth Manager is a dedicated strategist responsible for coordinating the Annex team of specialists according to your wealth management needs.
David Spano, CFP®
Chief Executive Officer
Mark Beck
Chief Growth Officer
Deanne Phillips, CFP®, CDFA®, ABFPsm
Managing Director of Client & Community Engagement
Jackie Sklenar
Director of Client Engagement
Ken Symes
Senior Director of Wealth Services
Fred Coleman, CFP®
Regional Director
Leesa Gilliam, CTFA, CEPA®
Regional Director
Michael Kirk, CFP®
Senior Wealth Advisor
Anthony Mlachnik, MBA, CIMA®, BFA
Senior Wealth Advisor
Mark Pent
Senior Wealth Advisor
Patrick J. Sheehy, WMSsm
Senior Wealth Advisor
Andy Eichel
Wealth Advisor
Austin Grandinetti, CFP®,
Wealth Advisor
Brandon Arps, CFP®
Senior Wealth Manager
Keith Butler, JD
Senior Wealth Manager
Marilou Davido, CPA, CFP®, CDFA®
Senior Wealth Manager
Jeff Daye, CFP®, CRPS®, RPA
Senior Wealth Manager
Nick Enea, CFP®, MA
Senior Wealth Manager
Matthew Krenke, CFP®, CHFC®, CASL®
Senior Wealth Manager
Sarah Kyle
Senior Wealth Manager
Michael J. Mihm, CHFC®, CLU®
Senior Wealth Manager
Michael Murtos, CFP®
Senior Wealth Manager
Bjorn Sanders, CFP®
Senior Wealth Manager
Jeff Stanich, Jr., CFP®
Senior Wealth Manager
Mike Venturini
Senior Wealth Manager
Connor Allen, CFP®
Wealth Manager
Chase Claussen, CFP®, ChFC®
Wealth Manager
Mike Dodge, CFP®, ChFC®, CLU®
Wealth Manager
David Fisher
Wealth Manager
Kent Halleen
Wealth Manager
Sam Harmeyer, CFP®
Wealth Manager
Jake Janicek, EA
Wealth Manager
Jake Knox, CFP®
Wealth Manager
Suzy Lopez, CFP®
Wealth Manager
Brady Michaelis
Wealth Manager
Kevin Trecek
Wealth Manager
Gregory Vidmar, CFP®
Wealth Manager
Dylan C. Adler
Associate Wealth Manager
Russ Enea
Associate Wealth Manager
Jacob Galante
Associate Wealth Manager
Logan Kepler
Associate Wealth Manager
Ryan Komas
Associate Wealth Manager
Nolan McIntyre
Associate Wealth Manager
David Panitzke
Associate Wealth Manager
Drew Powell
Associate Wealth Manager
Thomas Phillipsen
Associate Wealth Manager
Eric Thompson
Associate Wealth Manager
Jacob Vander Galien
Associate Wealth Manager
Faith Schanowski
Associate Wealth Manager
Reina Wu
Wealth Management Assistant
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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