Tax Preparation & Planning

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The Annex Wealth Management Tax Planning Team understands that navigating tax strategies – before and through retirement – requires a thorough understanding of your circumstances, including your financial plan. We also incorporate key strategies like distribution planning, Roth conversions, and tax-loss harvesting into our tax planning that ultimately helps you navigate the complex world of taxes.

TAX PLANNING TEAM

Joseph Maller, CPA

Manager, Annex Tax Services

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Jacob Thomas, CPA

Tax Specialist

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Jill Martin, JD

Estate Planning Attorney

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Eric Strom, CFP®

Senior Financial Planner

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Tom Berkholtz, CFP®

Financial Planning Specialist

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WHAT YOU GET

Tax Planning And Financial Planning. Together.
  • Forward tax projections
  • Stock options planning
  • Net Unrealized Appreciation Strategies (Frank Duke Method)
  • Roth conversion planning
  • Year-long tax guidance
Annex In-House Tax Planning
  • Pro-forma 1040 tax projections
  • Tax strategy scenario analysis
  • Tax Planning coordinated with Tax Compliance
Tax Preparation From Annex Tax Services
  • Personal tax returns
  • Trust returns
  • Estate returns
  • Business returns

* Tax preparation services, which incur a separate fee, are provided through our affiliate, Annex Tax Services, LLC

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Dave Spano, CFP®

President, CEO

David J. Spano is the President and CEO of Annex Wealth Management.

As President and CEO, Dave provides and implements the vision for the entire firm. Dave’s 35 years of experience in the financial services industry has helped to shape the vision behind the establishment and growth of one of the premier independent financial service organizations in Wisconsin and Northern Illinois. Under Dave’s direction, Annex Wealth Management® brings together high-quality, client-focused professionals from the investment advisory, retirement, tax and estate planning fields to form a client service team prepared to meet the financial needs of a diverse client base.

A prominent figure in the community, Dave has served as Chairman of the Board of the Financial Planning Association of Southern Wisconsin, the President of the Italian Community Center, Festa Italiana, and The United Ethnic Festivals. Dave also served on the boards of Summerfest, The Historic Third Ward, Lakeshore State Park and Miller Park Stadium Board, as well as the finance committees of Divine Savior Holy Angels High School and St. Mary’s Visitation.

In his personal time, Dave enjoys golfing and is an avid muskie fisherman, as well as spending time with his wife Kim and their two children.

Mark M. Oswald

Chief Compliance Officer

Mark Oswald is the Chief Compliance Officer at Annex Wealth Management.

As Chief Compliance Officer, his responsibilities include the continuing development of all aspects of the firm, including regulatory oversight of all Annex Wealth Management® advisors, supervision of accounts and transactions, and compliance with US Securities & Exchange Commission and related securities rules and regulations.

Before Annex Wealth Management, Mark served as the Chief Compliance Officer for FINRA Member Firms, SII Investments, Inc. and Investment Centers of America Inc.

Mark holds FINRA registrations of General Securities Representative (Series-7), General Securities Sales Supervisor (Series-8), General Securities Principal (Series-24), Uniform Securities Agent State Law (Series-63), and Uniform Investment Advisor Law (Series-65) with Annex Advisory Services.

Derek V.W. Felske, CFA®

Chief Investment Officer

Derek V.W. Felske is the Chief Investment Officer at Annex Wealth Management.

As the Chief Investment Officer, Derek is responsible for establishing investment policy and strategy, strategic and tactical asset allocation, active manager selection, and the development of Annex’s discretionary managed account portfolios. He chairs the Investment Policy Committee and interacts closely with the firm’s financial Advisors.

Before Annex Wealth Management, Derek served as Senior Vice President and Portfolio Manager for Strong Capital Management and American Century Investments.

Derek graduated from Dartmouth with a BA in Economics, then earned his MBA in Finance and Accounting from Wharton School (University of Pennsylvania). He holds the Chartered Financial Analyst designation.

Derek is an avid golfer and a proud father of his two daughters.

Mark Beck

Managing Director of Wealth Management Services

Mark Beck is the Managing Director of Wealth Management Services at Annex Wealth Management, and the host of Annex Wealth Management’s weekly radio program, “The Annex Wealth Management Investment Show.”

As Managing Director of Wealth Management Services, Mark oversees the client-facing activities of the Annex Wealth Management team. It’s his job to create and maintain elite service, motivate and inspire excellence, and encourage strong relationships with Annex Wealth Management clients.

Mark holds his BA in Business Administration and is a member of the Financial Planning Association. Mark enjoys snow and water skiing, mountain biking, and golf.

Melissa Case

Chief Financial Officer

Melissa Case is Chief Financial Officer at Annex Wealth Management.

As Chief Financial Officer, Melissa oversees and forecasts the company’s growth, as well as monitors its balance sheet, all while managing human resources. Melissa is focused on efficiency, timely and accurate financial reporting and assisting with the strategic growth plans at Annex.

Prior to joining Annex, Melissa served as Controller at a civil engineering firm.

She graduated from Indiana University with a BS – Accounting, and received her MBA in Business Administration from University of Wisconsin – Milwaukee.

Melissa is a member of the Wisconsin Institute of Certified Public Accounts, and was named CFO of the Year in 2011.

Melissa enjoys playing and coaching softball, and spending time with her children.

Greg Batiansila

Managing Director of Marketing

Greg Batiansila is Managing Director of Marketing at Annex Wealth Management.

As Managing Director of Marketing, he leads marketing strategy and develops message and voice across multiple platforms, using metrics to ensure the brand is communicated effectively.

Greg earned his BA from Concordia University Wisconsin.

Before he worked at Annex Wealth Management, Greg worked in marketing at Edgenet.

Greg enjoys filmmaking, writing, and spending time with his family.

Brandon Arps

Wealth Manager

Brandon Arps is a Wealth Manager at Annex Wealth Management.

As a Wealth Manager, Brandon meets with prospective clients, working to secure the client relationship and then oversee the relationship for the long-term. Wealth managers conduct initial portfolio reviews with clients to determine or validate current investment objectives; prepare recommendations of appropriate investment models and allocations developed by Annex Wealth Management’s Financial Planning team; and engage in business development to deliver results.

Brandon earned his degree from St. Norbert College, and is FINRA Series 7 and 66 registered and has obtained his life, health, accident and long-term care licenses.

Before he worked at Annex Wealth Management, Brandon worked for BMO Harris Financial Advisors, formally known as Marshall & Illsley Financial Advisors and Marshall & Illsley Bank.

Brandon enjoys golfing, fishing and spending time with friends and family.

Jill Ackerman

Client Service Manager

Jill Ackerman is a Client Service Manager at Annex Wealth Management’s Lake Country Branch Office.

As a Client Service Manager, Jill assists all service-related needs of Annex Wealth Management clients.

Jill earned her BA from University of Wisconsin – Whitewater in Business, Dance, and Education.

Before she worked at Annex Wealth Management, Jill worked as a Client Associate for a Managing Director/Investment Officer at Wells Fargo Advisors.

Jill loves to be outdoors, active in her community, and spending time with her family.

David Batten, CFP®, CIMA®, CRPS®

Wealth Manager

David Batten is a Wealth Manager at Annex Wealth Management.

As a Wealth Manager, David meets with prospective clients, working to secure the client relationship and then oversee those relationships for the long-term. Wealth managers conduct initial portfolio reviews with prospects and clients to determine or validate current investment objectives; prepare recommendations of appropriate investment models and allocations developed by Annex Wealth Management’s Central Planning department; and engages in business development to deliver results.

David earned his Bachelor of Business Administration degree from UW – Milwaukee and his MS – Management degree from Cardinal Stritch University. He has passed the General Securities Representative (Series 7), Uniform Securities Agent State Law (Series 63), and Uniform Investment Advisers Law (Series 65) exams.

Before he worked at Annex Wealth Management, David was with M&I Wealth Management (now BMO Financial Group) and worked in the Personal Trust group, the Financial Advisory area and in Retirement Plan services.

David enjoys rock climbing, kayaking, and biking.

Lori Beihoff

Client Operations Specialist

Lori Beihoff is a Client Operations Specialist at Annex Wealth Management.

As a Client Operations Specialist, Lori assists with all service-related needs of Annex Wealth Management clients, including scheduling, investor research, and paperwork preparation.

Lori earned her Bachelor of Arts at Indiana University.

Before Annex Wealth Management, Lori worked in corporate retail focused on inventory management, training and marketing.

Lori enjoys spending time with her family, the great outdoors, and traveling.

Joann Bell

Client Service Manager

Joann Bell is a Client Service Manager in the Retirement Plan Services area at Annex Wealth Management.

As a Client Service Manager, Joann serves as one of the primary points of contact for all service-related needs of Annex Wealth Management clients, which includes managing daily client service requests and inquiries; coordinating follow-through on account inquiry; financial planning and maintenance requests; preparing and scheduling client reviews; maintaining client records; and managing outgoing client communications.

Before Annex Wealth Management, Joann worked with Wachovia Securities, Wells Fargo Advisors and Freedom Wealth Alliance.

Joann enjoys spending time with her family, fishing, and boating.

John Clarence Bodden

Business Development Officer

John Clarence Bodden is a Business Development Officer at Annex Wealth Management’s Lake Country Branch Office.

Before Annex Wealth Management, John worked as an advisor and Registered Principal at American Express.

John has been named one of “Milwaukee Magazine’s FIVE STAR WEALTH MANAGERS”, a prestigious honor bestowed upon a select group of professionals after a rigorous research process.

John enjoys spending time with his wife, Melissa, and their children; coaching, and playing sports.

Linda Bork

Office Administrator

Linda Bork is an Office Administrator at Annex Wealth Management’s Lake Country Branch Office.

As an Office Administrator, Linda answers calls from current and potential clients, coordinates meetings, maintains client files and handles many administrative duties.

Before Annex Wealth Management, Linda worked for 35 years in the banking industry.

Linda enjoys running, golfing, and baking.

Amy Bremmer, MBA, CFP®

Wealth Manager

Amy Bremmer is a Wealth Manager at Annex Wealth Management.

As a Wealth Manager, Amy meets with prospective clients, working to secure the client relationship and then oversee the relationship for the long-term. Wealth Managers conduct initial portfolio reviews with clients to determine or validate current investment objectives; prepare recommendations of appropriate investment models and allocations developed by Annex Wealth Management’s Financial Planning team; and engage in business development to deliver results.

Before Annex Wealth Management, Amy worked at Thrivent Financial for Lutherans, JP Morgan’s Private Wealth division in Milwaukee and Chicago and Global View Capital Advisors in Waukesha.

Amy earned a Bachelor of Business Administration in Finance and a Bachelor of Arts in French and Francophone Studies from UW-Milwaukee in 2006. In 2012 Amy graduated with a Master of Business Administration from Alverno College. She is a CERTIFIED FINANCIAL PLANNER ™ professional.

Amy enjoys backyard gardening using native Wisconsin flowers to support pollinators, SCUBA diving and traveling with her husband Matt. She is a UW Extension Master Gardener Volunteer and enjoys working on gardening projects with small children. Amy also represents Annex through our Financial Literacy Initiative focusing on basic financial literacy for college students.

Kathy Croak

Lead Client Service Manager

Kathy Croak is a Lead Client Service Manager at Annex Wealth Management.

As Lead Client Service Manager, Kathy manages and supervises processes and procedures for our Service Team. Kathy serves as one of the primary points of contact for Annex Wealth Management’s client service related requests. This includes managing daily client service requests and inquiries; coordinating follow-through on account inquiry; financial planning and maintenance requests; preparing and scheduling client reviews; maintaining client records; and managing outgoing client communications.

Before Annex Wealth Management, Kathy worked in the financial industry for over 20 years in banking and retirement plans.

Kathy enjoys spending time with her husband and daughter, who is enrolled at University of Wisconsin.

Al Dearing

Financial Advisor

Al Dearing is a FINRA registered representative with over 30 years of experience in financial services. He has been a Registered Principal and past-President of Elmbrook Financial Services over the last 25 years. Al’s responsibilities at Elmbrook have included the supervision and management of the firm’s daily operations in addition to advising his own personal clients.

Al has received both the 2010 and 2011 Five Star Wealth Manager award featured in Milwaukee Magazine. This award seeks to spotlight an elect group of representatives who are exceptional in both ability and commitment to client satisfaction. In identifying the award winners, a survey field including both clients and financial service professionals were asked to evaluate their advisors based on criteria such as; integrity, communication, customer service, knowledge/expertise, value and overall satisfaction. Less than five percent of Milwaukee area advisors were selected for this award.

Al and his wife Sandy are long time residents of Elm Grove, where they are active in their family and church life.

Brenda Doucas

Administrative Coordinator

Brenda Doucas is an Administrative Coordinator at Annex Wealth Management.

Brenda earned her Bachelor of Science in Marketing at the University of Wisconsin – Whitewater.

Before Annex Wealth Management, Brenda worked in the Medical Services Industry and worked as a stay-at-home mom for her two daughters.

Brenda enjoys spending time with her husband, cheering at her daughters’ sporting events and multiple outdoor recreational activities.

Michael Duffy

Compliance Specialist

Michael Duffy is a Compliance Specialist at Annex Wealth Management.

As a Compliance Specialist, Michael helps to ensure Annex is efficient, effective, and compliant with business policies, industry regulations and standards.

Since 2000, Michael has worked in the Financial Services Industry, joining Annex in 2010.

Michael graduated from the College of the Holy Cross in Worcester, MA, and has passed the following FINRA qualification examinations: General Securities Principal (Series 24), General Securities Representative (Series 7), Futures Managed Funds (Series 31), and Uniform Combined State Law (Series 66). He is also Wisconsin Insurance Licensed in Life, Accident & Health.

Michael enjoys spending time with his family, volunteering, coaching and mentoring, participating in team sports and being outdoors.

Stephanie Emons

Manager, Client Service & Operations Team

Stephanie Emons is the Manager of the Client Service & Operations Team at Annex Wealth Management. Stephanie joined the Annex team in 2007.

In this role, Stephanie serves as the supervisor of the team’s highly skilled Client Service Managers and Associates. She plans and executes Annex Client events including Client Appreciation Events, and our Client Education Series. She also assists with internal and external communication efforts for staff and clients.

Before Annex Wealth Management, Stephanie served as a fundraising director and special event manager for several area non-profit organizations.

Stephanie enjoys serving on the West Allis/West Milwaukee School Board and is also the Booster Club President at her son’s school. She is a shuttle for her son and his many sports and activities and is an avid reader and sports fan.

Susan Felton

Client Service Manager

Susan Felton is a Client Service Manager at Annex Wealth Management.

As a Client Service Manager, Susan assists all service-related needs of Annex Wealth Management clients.

Before Annex Wealth Management, Susan worked as a stay-at-home-mom and before that, performed administrative operations at SysLogic, Inc., and Cap Gemini.

Jason Ganiere, CFP®

Wealth Manager

Jason Ganiere is a Wealth Manager at Annex Wealth Management.

As Wealth Manager, Jason meets with prospective clients, working to secure the client relationship and then oversee those relationships for the long-term. Wealth managers conduct initial portfolio reviews with prospects and clients to determine or validate current investment objectives; prepare recommendations of appropriate investment models and allocations developed by Annex Wealth Management’s Central Planning department; and engages in business development to deliver results.

Jason obtained both a bachelor’s and master’s degree from the University of Wisconsin-Milwaukee as well as a Certificate in Financial Planning from Northwestern University. Jason has passed the following FINRA exams: General Securities Representative (Series 7), Uniform Securities Agent State Law Examination (Series 63), and Uniform Investment Advisor Law Examination (Series 65).

Jason enjoys fishing, skiing and cheering on his daughters’ sporting events and also serves as a law enforcement officer.

Robert Godfroy

Financial Planning Specialist

Robert Godfroy is a Financial Planning Specialist on Annex Wealth Management’s Financial Planning Team.

As a Financial Planning Specialist, Robert helps clients define and develop realistic plans designed to assist them in meeting their financial objectives – while keeping them on track and focused on their goals. He also works internally with Advisors on financial planning concepts to create top of the line deliverables to our client base.

Before Annex Wealth Management, Robert worked in financial services in the Milwaukee area and before that worked in Civil Engineering.

Robert graduated from Iowa State University with a BSCE, and also has earned a FINRA Series 6/63, and is licensed in insurance for Wisconsin Life, Accident & Health.

Robert enjoys time with children and grandchildren, travel, and hiking.

Susan Gonzalez

Client Service Manager

Susan Gonzalez is a Client Service Manager at Annex Wealth Management.

As a Client Service Manager, Susan serves as one of the primary points of contact for all service-related needs of Annex Wealth Management clients, which includes managing daily client service requests and inquiries; coordinating follow-through on account inquiry; financial planning and maintenance requests; preparing and scheduling client reviews; maintaining client records; and managing outgoing client communications.

Before Annex Wealth Management, Susan gained industry experience at BMO Harris Financial Advisors, formerly known as Marshall & Ilsley Financial Advisors.

Susan obtained her Bachelor’s Degree in Marketing from the University of Wisconsin, Milwaukee. Her professional licenses include her Wisconsin Life and Health Insurance license, General Securities Representative registration (Series 7), Uniform Securities Agent State Law registration (Series 63) and Uniform Investment Adviser Law registration (Series 65).

When not volunteering, Susan enjoys reading, swimming and photography.

William H. Haise

Wealth Manager

William H. Haise is a Wealth Manager at Annex Wealth Management.

As Wealth Manager, Bill meets with prospective clients, working to secure the client relationship and then oversee those relationships for the long-term. Wealth managers conduct initial portfolio reviews with prospects and clients to determine or validate current investment objectives; prepare recommendations of appropriate investment models and allocations developed by Annex Wealth Management’s Central Planning department; and engages in business development to deliver results.

Before joining Annex Wealth Management in 2011, Bill spent over 40 years in the financial industry in key roles like registered representative and in management, including President of two different wealth management firms.

Bill is an avid golfer, an active member of North Hills Country Club, and a proud grandfather.

Sandra Hanson

Client Operations Specialist

Sandra Hanson is a Client Operations Specialist at Annex Wealth Management.

As a Client Operations Specialist, Sandra assists with all service-related needs of Annex Wealth Management clients, including scheduling, investor research, and paperwork preparation.

Before Annex Wealth Management, Sandy worked with a Financial Advisor specializing in 401(k) plans, and with an Advisor in the Commodity Trading arena.

Sandy finds much joy with her husband and family, and luxury camping near Wisconsin Dells.

Jack Hauser, CFP®

Data Analyst

Jack is a Data Analyst at Annex Wealth Management.

As a Data Analyst, Jack curates and interprets Annex Wealth Management business and client data in order to improve key workflows and spot opportunities to try innovative new methodologies and improve analytical procedures.

Before Annex Wealth Management, Jack worked in data analytics and marketing.

Jack graduated from University of Wisconsin with a degree in Personal Finance. He is a Certified Financial Planner (CFP®).

Jack is a lifelong Badger fan and enjoys spending time with family and friends in Door County.

Bob Immen

Client Service Manager

Bob Immen is a Client Service Manager at Annex Wealth Management.

As a Client Service Manager, Bob serves as one of the primary points of contact for all service-related needs of Annex Wealth Management clients, which includes managing daily client service requests and inquiries; coordinating follow-through on account inquiry; financial planning and maintenance requests; preparing and scheduling client reviews; maintaining client records; and managing outgoing client communications.

Bob earned a Bachelor of Science in both Economics and Marketing from Marquette University.

Bob enjoys spending time with his family, camping, and Marquette basketball.

Denis Johnson

Branch Director, Appleton Office

Denis Johnson is Branch Director at Annex Wealth Management’s Appleton Branch Office.

As Branch Director, Denis is responsible for the growth and stability of the Appleton branch. He oversees relationships forged at the branch and ensures every client is experiencing the Annex Wealth Management difference there.

Before Annex Wealth Management, Denis enjoyed a successful career as the Owner/President of American Financial Strategies, a retirement planning firm.

Denis holds Securities licenses 6, 7, 63, 65, and is licensed in Life and Variable products.

Denis enjoys singing on the praise team at church, golfing, and spending time with family and friends.

Ron Johnson, CFP®

Sr. Financial Planner

Ron is a Sr. Financial Planner for Annex Wealth Management’s Financial Planning Team.

As a Sr. Financial Planner, Ron helps clients define and develop realistic plans designed to assist them in meeting their financial objectives – while keeping them on track and focused on their goals. He also works internally with Advisors on financial planning concepts to create quality deliverables for our client base.

Before Annex Wealth Management, Ron worked with SJA Financial Advisory and spent 11 years with Park Bank.

Ron graduated from Marian University and carries the marks of a Certified Financial Planner™.

When he’s not with his wife Christine raising their two young children, Ron can be found wandering the fairways of Milwaukee’s many golf courses.

Sarah Johnson

Client Service Manager

Sarah Johnson is a Client Service Manager at Annex Wealth Management’s Appleton Branch Office.

As a Client Service Manager, Sarah assists all service-related needs of Annex Wealth Management clients.

Before Annex Wealth Management, Sarah worked as the Branch Office Administrator for a successful retirement planning firm and owned a business, Professional Trust Funding.

Sarah has her life insurance license, Associate Customer Service (ACS) and Associate Life Health Claims (ALHC) certifications.

In her free time, Sarah enjoys serving in her church, going for long walks, and snowmobiling.

Rick Kula, CFP®

Wealth Manager

Rick Kula is a Wealth Manager at Annex Wealth Management.

As Wealth Manager, Rick meets with prospective clients, working to secure the client relationship and then oversee the relationship for the long-term. Wealth managers conduct initial portfolio reviews with clients to determine or validate current investment objectives; prepare recommendations of appropriate investment models and allocations developed by Annex Wealth Management’s Financial Planning team; and engages in business development to deliver results.

A graduate of Carthage College, Rick is a CERTIFIED FINANCIAL PLANNER ™ professional, holds the Uniform Securities Agent State Law (Series 63), and Uniform Investment Advisers Law (Series 65) exams as well as life, health and long-term care insurance licenses.

Rick enjoys spending time with his wife and two children and engaging in countless sports and outdoor activities. He is a youth sports coach and remains active in his son’s Boy Scout Troop as an adult leader.

Brianna Kollmorgen

Marketing Project Manager

Brianna Kollmorgen is a Marketing Project Manager at Annex Wealth Management.

As a Marketing Project Manager, Brianna specializes in planning, managing, and executing projects related to marketing campaigns and workflows. She is responsible for turning the strategist’s vision into a reality and understands how all pieces of marketing projects come together.

Brianna earned her BA from Concordia University – Wisconsin in International Business with a Marketing minor. Before she worked at Annex Wealth Management, Brianna helped manage her family’s equestrian center.

Brianna still enjoys riding there and competing with her horses. She also loves to travel with her husband and their dogs.

Katie Knurowski

Client Service Manager

Katie Knurowski is a Client Service Manager at Annex Wealth Management.

As a Client Service Manager, Sarah serves as one of the primary points of contact for all service-related needs of Annex Wealth Management clients, which includes managing daily client service requests and inquiries; coordinating follow-through on account inquiry; financial planning and maintenance requests; preparing and scheduling client reviews; maintaining client records; and managing outgoing client communications.

In her free time, Katie loves spending time at family sporting activities, attending Brewer games, and the occasional round of golf.

Courtney Mielke

Client Service Associate

Courtney Mielke is a Client Service Associate at Annex Wealth Management.

As a Client Service Associate, Courtney assists all service-related needs of Annex Wealth Management clients.

Before Annex Wealth Management, Courtney worked in the customer service industry for eight years.

Courtney obtained her Bachelor’s Degree in Psychology from University of Wisconsin – Oshkosh.

Courtney loves spending time with family, attending sporting events, and traveling.

Karen Lazewski

Operations Specialist

Karen Lazewski is an Operations Specialist at Annex Wealth Management.

Before Annex Wealth Management, Karen worked in the mortgage banking industry at Wells Fargo Home Mortgage.

Karen enjoys spending time with her family and vacationing at her summer cottage.

Michael J. Mihm, ChFC®, CLU®

Branch Director, Pfister Office

Mike Mihm is Branch Director at Annex Wealth Management’s Pfister Branch Office.

As Branch Director, Mike is responsible for the growth and stability of the Pfister Branch. He oversees relationships forged at the branch and ensures every client is experiencing the Annex Wealth Management difference there.

Mike earned his Bachelor of Arts in Journalism from University of Wisconsin and is a Chartered Life Underwriter (CLU), (Chartered Financial Consultant (ChFC), has passed the General Securities Representative (Series 7), Uniform Securities Agent State Law (Series 63), and the Uniform Combined State Law (Series 66) exams.

Before he worked at Annex Wealth Management, Mike was a director and private wealth advisor at BMO Private Bank, and a Vice President at BMO Private Bank.

Mike is a UW Soccer alumnus and enjoys travel, running, and both playing and coaching soccer.

Matthew Morzy, CFP®

Investment Team Manager

Matthew Morzy is an Investment Team Manager at Annex Wealth Management.

As Investment Team Manager, Matthew works alongside Annex’s Investment Committee in implementing Annex Wealth Management’s investment strategy. Matthew focuses on improving efficiency in managing client portfolios, as well as adding to the research and monitoring of investments managed by Annex. He also works internally with his team to connect Annex’s investment strategy with our client’s holistic financial plan. In doing so he works very closely with Annex’s financial planning, tax planning, and compliance departments.

Matthew has over fifteen years of experience in the industry working with clients and attending to their financial goals. He has spent the majority of that time helping to educate investors on the financial markets and how to best plan for the future.

Matthew graduated in 2005 from Carroll University with a degree in Business Administration in Finance. In 2014, he graduated from the Marquette University Graduate School of Management with his MBA and is a CERTIFIED FINANCIAL PLANNER (CFP)®. Matthew is currently a Level II candidate in the Chartered Financial Analyst program.

Matthew lives in Waukesha with his wife Abbie, their son Levi and daughter Kennedy.

Michael Murtos, CFP®

Wealth Manager

Mike Murtos is a Wealth Manager at Annex Wealth Management.

As Wealth Manager, Mike meets with prospective clients, working to secure the client relationship and then oversee those relationships for the long-term. Wealth managers conduct initial portfolio reviews with prospects and clients to determine or validate current investment objectives; prepare recommendations of appropriate investment models and allocations developed by Annex Wealth Management’s Central Planning department; and engages in business development to deliver results.

Before Annex Wealth Management, Mike spent 17 years at M&I Financial Advisors and 5 years at an independent advisory and financial planning firm.

Mike graduated from UW-Milwaukee with a degree in Business Administration in Finance. He is a Certified Financial Planner (CFP®) designation and passed the General Securities Representative (Series 7), Uniform Combined State Law (Series 66) and Uniform Securities Agent State Law (Series 63) exams.

Mike enjoys golf, running and watching and volunteering for his kid’s hockey and soccer teams.

Patrick Noble, CLTC®

Financial Planning Specialist

Patrick Noble is a Financial Planning Specialist, certified in Long-Term Care, in Annex Wealth Management’s Financial Planning Team.

As a Financial Planning Specialist, Patrick works with the Financial Planning Team, employing leading-edge technology to help create a financial plan tailored to a client’s risk tolerance, needs, and expectations.

Before Annex Wealth Management, Patrick worked for over 15 years in the financial services and investment industry.

Patrick graduated from York College of Pennsylvania with a degree in Behavioral Science.

Patrick and his wife are busy with their two sons, and he and his family are patrons of the arts in Milwaukee, particularly the Milwaukee Ballet.

Mandy Nowaczynski, CPA, CFP®

Tax Planner

Mandy Nowaczynski is a tax planner at Annex Wealth Management.

As a tax planner, Mandy further integrates tax planning strategies into Annex Wealth Management’s financial planning, as well as prepares tax returns for selected Annex Wealth Management clients.

Before joining Annex Wealth Management, Mandy worked as a Tax Manager for a regional accounting firm where she advised on a variety of tax matters, specializing in income, trust and estate tax planning.

Mandy obtained her degree from the University of Wisconsin Milwaukee where she majored in Accounting and Finance, she then proceeded to get her Masters in Professional Accounting.  Mandy is a CPA and a CFP®.

Mandy spends all her spare time with her husband and two little boys.

Deanne Phillips, CFP®, CDFA®, ABFPsm

Director of Client Learning & Development

Deanne Phillips is Director of Client Learning and Development at Annex Wealth Management.

As Director of Client Learning and Development, Deanne has input on engaging Annex Wealth Management’s clients and prospective clients. She also meets with prospective clients, working to secure the client relationship and then oversee those relationships for the long-term. Wealth managers conduct initial portfolio reviews with prospects and clients to determine or validate current investment objectives; prepare recommendations of appropriate investment models and allocations developed by Annex Wealth Management’s Central Planning department; and engages in business development to deliver results.

Before Annex Wealth Management, Deanne worked in holistic wealth management, most recently serving as Director of Investments for BMO Private Bank in Milwaukee.

Deanne holds a Bachelor’s degree from NYU, and has earned her CFP® designation.

An avid gardener, Deanne loves travelling, British history, and spending time with her husband and daughter.

Tom Parks, AIF®, CRPS®

Director of Retirement Plan Services

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.

Allie Anklam

Content Manager

Allie Anklam is a Content Manager at Annex Wealth Management.

As a Content Manager, Allie creates and contributes to the vast array of marketing and promotional materials created every day at Annex.

Before Annex Wealth Management, Allie was a freelance artist.

Outside of work, Allie enjoys building her personal art portfolio and spending quality time with friends and family.

Patrick O’Halloran

Financial Advisor

A native of Milwaukee, WI, Patrick has been an independent financial advisor assisting clients since 1991, specializing in the areas of retirement planning, creative income strategies, money management and estate planning.

Patrick has established key relationships throughout the financial services industry, which keeps him abreast of current trends and products.

Thorough fact-finding, communication, and personal attention are cornerstones for Patrick in helping clients focus on the “big picture” and implement solutions to help achieve their financial goals.

Patrick is a graduate of Life Underwriters Training Council and attends ongoing continuing education courses. He has passed the following FINRA exams: Investment Company Products/Variable Contracts Limited Representative (Series 6), Uniform Securities Agent State Law Examination (Series 63), and Uniform Investment Adviser Law Examination (Series 65). Patrick is also life insurance licensed in the states of Wisconsin and Arizona.

Patrick enjoys working with people from different backgrounds. His interests away from work include exploring world cultures, travel, outdoor activities and sports. He particularly enjoys basketball, where he was a member of the John Marshall High School, Milwaukee City Conference championship team.

Erin Oldenburg

Sr. Team Analytics Specialist

Erin Oldenburg is a Sr. Team Analytics Specialist at Annex Wealth Management.

As a Sr. Team Analytics Specialist, Erin curates, sorts and analyzes data for use in team management, guidance, and trend development. She is also responsible for various research and implementation of new programs and procedures.

Before joining Annex Wealth Management, Erin worked on the Intermediary Client Services team at Artisan Partners Limited Partnership.

Erin graduated from Wisconsin Lutheran College with a degree in Communicative Arts, focusing on Marketing and Spanish.

In her spare time, Erin enjoys experiencing the great outdoors and attending concerts.

Amanda Ploetz

Client Service Manager

Amanda Ploetz is a Client Service Manager at Annex Wealth Management.

As a Client Service Manager, Amanda assists all service-related needs of Annex Wealth Management clients.

Before working as a Client Service Manager at Annex Wealth Management, Amanda served as an Operations Specialist with Annex.

Amanda loves spending time with family, her friends, and exploring all Milwaukee has to offer.

Ben Rejniak

Investment Management Specialist

Ben is an Investment Management Specialist at Annex Wealth Management.

As Investment Management Specialist, Ben works alongside Annex’s Chief Investment Officer to assist in implementing Annex Wealth Management’s investment strategy. Ben focuses on improving efficiency in managing client portfolios, as well as adding to the research and monitoring of investments managed by Annex.

Ben also works to make sure that client portfolios work synergistically with their tax and financial plans.

Ben graduated from University of Wisconsin – Milwaukee with a Bachelor’s degree in Finance.

While not at work, Ben spends his time staying active, spending time with friends and family.

Stacy Plahmer

Compliance Specialist

Stacy Plahmer is a Compliance Specialist at Annex Wealth Management.

As Compliance Specialist, Stacy’s responsibilities include the continuing development of all aspects of compliance, including regulatory oversight of all Annex Wealth Management® advisors, supervision of accounts and transactions, and compliance with US Securities & Exchange Commission and related securities rules and regulations.

Before Annex Wealth Management, Stacy worked at BMO Harris Bank, Robert Baird & Co., Kohl’s Corporation and U.S. Bank.

Stacy and her husband fill their life raising their three children, and spending time with friends and family.

Joe Schilz

Financial Advisor

Joe Schilz, CPA is a graduate of the University of Wisconsin-Whitewater with a Bachelor of Business Administration degree in accounting. Joe has been a Certified Public Accountant since 1987. He has owned his own CPA firm since that time, employing a staff of eight and providing tax and accounting services to more than 350 business and 2000 individual clients.

Joe began working in the financial services industry in 1997, and has been registered with Annex Wealth Management since 2006. During that time he has been recognized as a two-time winner of the Five Star Professional Wealth Manager award as it appears in Milwaukee Magazine.

Prior to joining Annex, Mr. Schilz served as a Field Auditor for the Wisconsin Department of Revenue for four years.

Joe enjoys sports and fishing in his spare time. He and his wife, Jackie, have three daughters and reside in Muskego.

Andrea Schwenker

Client Service Manager

Andrea Schwenker is a Client Service Manager at Annex Wealth Management.

As a Client Service Manager, Andrea assists all service-related needs of Annex Wealth Management clients.

Before Annex Wealth Management, Andrea worked as an annuity specialist for Northwestern Mutual.

Andrea obtained her Bachelor’s Degree in Communications from University of Wisconsin – Oshkosh.

A former collegiate gymnast, Andrea loves coaching gymnastics, time with her family, and attending sporting events with her husband.

Kahrrin Russo

Senior Operations Specialist

Kahrrin Russo is a Senior Operations Specialist at Annex Wealth Management.

Before Annex Wealth Management, Kahrrin led the operations department of another financial company in Southeastern Wisconsin.

Kahrrin attended both Carroll University and University of Phoenix and received her Bachelors in Business Management.

Kahrrin and her husband have a daughter and they love catching a baseball game or just spending time with her family.

John Sobiech

Financial Advisor

John’s personal and professional goal is to strive to be the most ethical, trustworthy and useful consultant to his clients. By being committed to providing independent, objective advice and financial direction in the areas of investment management, estate and personal financial planning, he can help his clients to identify their financial planning goals and together, take action toward achieving them.

He understands the magnitude of the responsibility associated with helping his clients in the financial planning for their entire life. John develops comprehensive, personal financial plans, supported with strong investment products, tailored specifically to each client’s needs. Over time, he helps individuals and families turn their dreams of sending their children to college, providing for retirement, and accumulating assets for financial security, into attainable, real solutions that can improve their lives. Every aspect of a client’s plan requires continuous monitoring and communication, and it is a responsibility that John takes very seriously.

A graduate of the University of Wisconsin Oshkosh, John also has numerous years of ongoing training, education, registrations and licensing in multiple states. His background, with over 25 years of experience and insightful perspective, give John’s clients the confidence to partner with him for the long term. John is driven by a steadfast commitment to delivering high level results and exceptional client service, all with a genuine, personable approach and a profound respect for the trust that clients place in him.

John, and his wife Janet, live in Richfield surrounded by an assortment of flora and fauna. He enjoys gardening, beekeeping, fishing, curling, geology, history and visiting National Parks.

Kim Skow

Client Service Manager

Kim Skow is a Client Service Manager at Annex Wealth Management.

As a Client Service Manager, Kim serves as one of the primary points of contact for all service-related needs of Annex Wealth Management clients, which includes managing daily client service requests and inquiries; coordinating follow-through on account inquiry; financial planning and maintenance requests; preparing and scheduling client reviews; maintaining client records; and managing outgoing client communications.

Before Annex Wealth Management, Kim worked as a Wealth Analyst at BMO Private Bank.

Kim graduated from University of Wisconsin with a degree in Behavioral Science and Law.

Kim spends much of her time on the sideline of her kids’ sporting activities and volunteering at school and church activities.

Dean Strom

Financial Advisor

Dean began his financial services career in early 2000, with Elmbrook Financial Services, as an independent financial advisor. Since joining the Annex team in 2012 he continues to garner trust, thanks and admiration from his clients while helping them to reach their goals and dreams.

Dean’s business mission is simple: To add value to his clients’ lives. For some that may mean the desire for superior customer service. Others may need retirement planning assistance or college savings ideas, while some simply request a sympathetic ear. But nearly all of Dean’s clients ask for his help in limiting stock market risk and volatility and ensuring that they don’t outlive their retirement assets. No matter what the need, Dean puts his all into adding value for his clients.

Dean services clients in over a dozen states and holds his FINRA requested Series 7, 63 and 65 licenses. Dean is also life insurance licensed in Wisconsin and Illinois. He is a life-long southeastern Wisconsin resident and earned a bachelor’s degree from the University of Wisconsin-Milwaukee, with a major in mass communication and a minor in history.

Dean lives in Muskego, where he is active with the operation of the cities award winning school district. Dean is married and enjoys spending time with his wife Melanie and young daughter, Lindsay. He also enjoys time with friends, traveling and many different forms of outdoor water activities—swimming, fishing and boating.

Jackie Sklenar

Director of Client Engagement

Jackie Sklenar is Director of Client Engagement at Annex Wealth Management.

As Director of Client Engagement, Jackie is responsible for developing and strengthening client relationships in partnership with Wealth Managers to ensure that prospects and clients are engaged with us and Know The Difference. She will train and mentor Wealth Managers and maintain our strong growth and stability with clients as well as enhance the client experience through empowerment and education.

Jackie also meets with prospective clients, working to secure the client relationship and then oversee those relationships for the long-term. Wealth Managers conduct initial portfolio reviews with clients to determine or validate current investment objectives; prepare recommendations of appropriate investment models and allocations developed by Annex Wealth Management’s Financial Planning team; and engage in business development to deliver results.

Jackie has over 30 years of financial services experience working directly with clients and advisors. Prior to joining Annex, Jackie held management roles at several financial institutions, including Northwestern Mutual and Baird.

Jackie earned her Bachelor of Business Administration in Finance from the University of Wisconsin – Whitewater. She holds the State of Wisconsin Life and Health Insurance Licenses and has passed the following exams: General Securities Representative (Series 7), Uniform Securities Agent State Law (Series 63), Uniform Combined State Law (Series 66), General Securities Sales Supervisor (Series 8), General Securities Principals (Series 24), Uniform Investment Advisor Law (Series 65), and the Chartered Mutual Fund Counselor Exam.

Jackie lives in Pewaukee with her husband Jeff and their three children. She enjoys spending her free time with family, traveling, and enjoying the great outdoors.

Shannon Thurner

Lead Client Service Manager

Shannon Thurner is a Lead Client Service Manager at Annex Wealth Management.

As Lead Client Service Manager, Shannon manages and supervises processes and procedures for our Service Team. Shannon serves as one of the primary points of contact for Annex Wealth Management’s client service related requests. This includes managing daily client service requests and inquiries; coordinating follow-through on account inquiry; financial planning and maintenance requests; preparing and scheduling client reviews; maintaining client records; and managing outgoing client communications.

Before Annex Wealth Management, Shannon worked for US Bank and National Investment Services.

Shannon obtained her Bachelor’s Degree in Finance from the University of Mississippi. She currently holds FINRA Uniform Investment Adviser Law registration (Series 65).

Shannon loves time with her family, reading and enjoying the Lake Country area.

Robert P. Teofilo

Registered Representative

Bob has been a Financial Advisor full time since 1979. His primary role for these many years has been to help his clients navigate through the many challenges of their financial future. The philosophy that Bob has worked with since the very beginning is that, “If you always work with the client’s best interest at heart, everything else takes care of itself.” He considers it an honor to serve his clients and takes their trust in him very seriously.

Together with his wife Kathy, Bob has nine children and two grandchildren. Bob considers himself very blessed and feels an obligation to offer as much time as he can to volunteer, as all his family does, to numerous church and school organizations.

Mike Venturini

Wealth Manager

Mike Venturini is a Wealth Manager at Annex Wealth Management.

As Wealth Manager, Mike meets with prospective clients, working to secure the client relationship and then oversee those relationships for the long-term. Wealth managers conduct initial portfolio reviews with prospects and clients to determine or validate current investment objectives; prepare recommendations of appropriate investment models and allocations developed by Annex Wealth Management’s Central Planning department; and engages in business development to deliver results.

Before Annex Wealth Management, Mike served as Director of Operations and Investment Advisor Representative at an area firm.

Mike holds the State of Wisconsin Life and Health Insurance Licenses, as well as FINRA registrations of General Securities Representative (Series-7), Uniform Combined State Law Examination (Series-66), and Uniform Securities Agent State Law (Series-63).

Mike enjoys playing golf, boating, and spending time with his family.

Ken Symes

Branch Director, Mequon Office

Ken Symes is Branch Director at Annex Wealth Management’s Mequon Branch Office.

As a Branch Director, Ken is responsible for the growth and stability of the Mequon Branch. He oversees relationships forged at the branch and ensures every client is experiencing the Annex Wealth Management difference there.

Before Annex Wealth Management, Ken built almost ten years of trading experience in the options and foreign exchange markets.

Ken holds his Bachelor’s degree and MBA, and holds the FINRA registrations of General Securities Representative (Series-7) and Uniform Securities Agent State Law (Series-63).

Ken enjoys volunteering for community groups, family and Wisconsin sports.

Randy Winkler, CFP®

Financial Planning Manager

Randy Winkler is Financial Planning Manager at Annex Wealth Management.

As the Financial Planning Manager, Randy works with clients to help them define and develop realistic plans designed to assist them in meeting their financial objectives – while keeping them on track and focused on their goals. He also works internally with his team and wealth managers on financial planning areas such as retirement planning, social security elections, tax planning, and insurance analysis.

Before Annex Wealth Management, Randy held various financial advising positions at A.G. Edwards, Disciplined Financial Services, and Harris Investor Services.

Randy graduated from University of Wisconsin – Milwaukee with a degree in Mathematics, and has earned CFP® certification. He has passed the following FINRA exams: General Securities Representative (Series 7), Investment Company and Variable Products Representative (Series 6), Uniform Investment Adviser Law Examination (Series 65), and Uniform Securities Agent State Law (Series 63).

Chris Weber

Wealth Manager

Chris Weber is a Wealth Manager at Annex Wealth Management.

As Wealth Manager, Chris meets with prospective clients, working to secure the client relationship and then oversee those relationships for the long-term. Wealth managers conduct initial portfolio reviews with prospects and clients to determine or validate current investment objectives; prepare recommendations of appropriate investment models and allocations developed by Annex Wealth Management’s Central Planning department; and engages in business development to deliver results.

Before Annex Wealth Management, Chris worked in the investment industry for over 20 years.

Chris loves spending time with his family, and is active at church and coaching various teams.

Steve Dryer

Managing Director of Operations

Steve Dryer is the Managing Director of Operations at Annex Wealth Management.

As Managing Director of Operations, Steve is responsible for achieving maximum operational efficiency throughout the firm contributing to an exceptional client experience. Steve’s responsibilities include the review and assessment of current and future organizational structure, as well as ensuring operational systems support current and future firm growth.

Prior to joining Annex, Steve was President of Mutual Financial Group, the wealth management and insurance subsidiary of Bank Mutual. He also spent 25 years at Northwestern Mutual working in a variety of progressive roles, including product marketing, business development, and strategic consulting.

Steve graduated from UW-Whitewater with a degree in Finance and received his Masters in Business Administration from Marquette University.

He enjoys coaching basketball, golf, reading, and spending time with his wife and children.

Jordan Brown, CFP®, AAMS®, MSF

Associate Wealth Manager

Jordan Brown is an Associate Wealth Manager at Annex Wealth Management.

As an Associate Wealth Manager, Jordan works closely with the Wealth Management team to assist clients in their financial planning needs.

Before Annex, Jordan was an Associate Financial Consultant at Charles Schwab Co., Inc. He graduated from the Charles Schwab Financial Consultant Academy in January of 2017. The year and a half long program exposed him to a variety of areas in the financial services industry. Upon completing the program, Jordan and his family relocated to Brookfield, WI.

Jordan graduated from Indiana State University with a bachelor’s degree in Finance. He holds the General Securities Registered Representative (Series-7) and NASAA Uniform Combined State Law (Series-66) as well as the State of Wisconsin Life, Variable, and Accident & Health Insurance Licenses. He also obtained an Accredited Asset Management Specialist designation (AAMS®), a Master’s in Finance – focusing on Financial Analysis from Purdue University Global, as well as a Certified Financial Planning™ designation.

Jordan’s focus is to help individuals succeed and give clients peace of mind. He understands the world of finance can be confusing, so his goal is to make it simple. He loves spending time with his wife and three kids, golfing, going to sporting events, working out, and reading.

Danny Clayton

Marketing Content Manager

Danny Clayton is the Marketing Content Manager for Annex Wealth Management.

Danny’s responsible for sharing the stories of Annex Wealth Management. Besides writing daily radio updates for the Milwaukee market, he also interviews members of the Annex team to showcase the depth and breadth of expertise in all areas of financial planning including retirement planning, tax planning, estate planning, and investment management. He anchors our radio shows that air throughout southeastern Wisconsin, the Fox Valley, and northern Illinois.

The bulk of his career was in broadcast as both an on-air talent and programming manager with a long run at the original WKTI. He also worked in various marketing roles at Milwaukee Journal Sentinel and Kapco Metal Stamping. He can be heard weekly as the host of Saturday morning programming on WTMJ.

He and his wife, Suzanne, live in Fox Point where he spoils two Golden Retrievers. Both their boys are grown and working, one in corporate travel, the other in law enforcement. His most recent passion is GORUCK, 12-hour physical challenges led by Special Ops soldiers. Even he doesn’t know why he does this.

He’s an active member of Eastbrook Church in Milwaukee.

Becky Fink

Client Service Manager

Becky Fink is a Client Service Manager at Annex Wealth Management.

As a Client Service Manager, Becky assists all service-related needs of Annex Wealth Management clients.

Becky graduated from the University of Wisconsin-Milwaukee with a degree in Business Administration.

Before Annex Wealth Management, Becky was at The Northern Trust Company in Chicago, Illinois for over sixteen years. She spent the majority of that time as a Senior Account Manager in the Wealth Management Group working with high-net worth families and individuals.

Becky lives in Elm Grove with her husband, Eric, and their son Benjamin. She enjoys photography, travelling and spending time with friends and family.  Becky also volunteers at school and church and is a board member of the Elm Grove Junior Guild.

Zachary Jaro, CFP®

Wealth Manager

Zachary Jaro is a Wealth Manager at Annex Wealth Management.

As a Wealth Manager, Zach meets with prospective clients, working to secure the client relationship and then oversee the relationship for the long-term. Wealth managers conduct initial portfolio reviews with clients to determine or validate current investment objectives; prepare recommendations of appropriate investment models and allocations developed by Annex Wealth Management’s Financial Planning team; and engages in business development to deliver results.

Zachary entered the financial services industry upon graduating from college. He spent time with Wells Fargo Advisors and Raymond James as a financial advisor before becoming registered with Annex Wealth Management in January of 2018.

Zachary attended the University of Wisconsin-Whitewater, where he received a Bachelor’s of Business Administration degree in Finance, with an emphasis in Financial Planning. He attended Northwestern University where he successfully completed the CFP® Board’s certification requirements and is a CERTIFIED FINANCIAL PLANNER™. Zach also holds FINRA registrations: General Securities Registered Representative (Series-7), NASAA Uniform Combined State Law (Series-66), and holds State of Wisconsin Life, Variable, and Accident & Health Insurance Licenses.

Zach is a big Packers fan and enjoys golfing, staying active, and spending time with family and friends.

Gina Kay

Client Service Manager

Gina Kay is a Client Service Manager at Annex Wealth Management.

As a Client Service Manager, Gina assists all service-related needs of Annex Wealth Management clients.

She has over 20 years of experience in the financial industry prior to joining Annex.

A graduate of Mount Mary College, she is married, a mother of two, and is pure Wisconsin; enjoying the outdoors, the back of a Harley, and football.

Jill Martin, JD

Estate Planning Attorney

Jill Martin is an Estate Planning Attorney at Annex Wealth Management.

As an Estate Planning Attorney, Jill works on evaluating existing estate plans and creating customized estate planning reports that are easy for clients to follow, while providing training and advisory services to clients and employees about all aspects of estate planning and trust administration.

Prior to joining Annex Wealth Management, Jill worked as Regional Director of Trust for BMO Harris Bank where she worked with high net worth clients on complex trust administration and estate planning matters.  Jill started her career as an attorney in private practice advising clients on estate planning, tax, real estate and corporate law.

Jill earned a BBA in accounting from the University of Wisconsin-Eau Claire and her JD from the Nebraska College of Law.

Jill is actively involved in numerous organizations including the Children’s Hospital Planned Giving Council, Waukesha County Estate Planning Council, TEMPO Waukesha and is a board member of the University of Wisconsin-Eau Claire Alumni Association.

Jill lives in Waukesha with her husband Shane, where she enjoys playing and coaching softball and volunteering as a foster home for Great Danes.

Heather Litt

Lead Client Service Manager

Heather Litt is a Lead Client Service Manager at Annex Wealth Management.

As Lead Client Service Manager, Heather manages and supervises processes and procedures for our Service Team. Heather serves as one of the primary points of contact for Annex Wealth Management’s client service related requests. This includes managing daily client service requests and inquiries; coordinating follow-through on account inquiry; financial planning and maintenance requests; preparing and scheduling client reviews; maintaining client records; and managing outgoing client communications.

Before Annex Wealth Management, Heather held internships with Associated Bank and ALDI US.

She graduated from the University of Wisconsin-Oshkosh and received her Bachelor’s degree in Business Administration Management.

Heather enjoys running, traveling, and spending time with her family and friends.

Melissa Montguire

Client Service Manager

Melissa Montguire is a Client Service Manager at Annex Wealth Management.

As a Client Service Manager, Melissa assists all service-related needs of Annex Wealth Management clients.

Before Annex Wealth Management, Melissa worked for BMO Harris Financial Advisors and spent some time in retail banking prior to that, both with BMO Harris Bank and US Bank.

Melissa holds a Bachelor of Arts degree from Mount Mary University where she majored in Business and Communications and minored in English and Professional Writing.

Melissa enjoys reading, spending time with her family, and volunteering at her children’s school and church.

Eric Strom, CFP®

Sr. Financial Planner

Eric is a Sr. Financial Planner for Annex Wealth Management’s Financial Planning Team.

As a Sr. Financial Planner, Eric helps clients define and develop realistic plans designed to assist them in meeting their financial objectives – while keeping them on track and focused on their goals. He also works internally with Advisors on financial planning concepts to create quality deliverables for our client base.

Eric graduated from Marlboro College with a degree in Biochemistry. He is a Certified Financial Planner (CFP®) and has passed the following FINRA qualification examinations: General Securities Representative (Series 7) and Uniform Combined State Law (Series 66). He is also Wisconsin Insurance Licensed in Life, Accident & Health.

Eric is a proud father and enjoys spending time with family.

Mark Strey, CFP®, CMFC®

Wealth Manager

Mark Strey is a Wealth Manager at Annex Wealth Management.

As a Wealth Manager, Mark meets with prospective clients, working to secure the client relationship and then oversee the relationship for the long-term. Wealth managers conduct initial portfolio reviews with clients to determine or validate current investment objectives; prepare recommendations of appropriate investment models and allocations developed by Annex Wealth Management’s Financial Planning team; and engage in business development to deliver results.

Before joining Annex, Mark worked independently as a Financial Advisor and has been in the Investment Industry since 2013. He holds the Series 6, 63, and 65 Securities licenses, along with the State of Wisconsin Health and Life Insurance Licenses. In addition to his CERTIFIED FINANCIAL PLANNER™ certification, Mark has also completed the following industry designations: Life Underwriting Training Council Fellow (LUTCF®), Financial Services Certified Professional (FSCP®) and Chartered Mutual Fund Counselor (CMFC®).

Mark graduated from UW-Milwaukee in 2012 with a Bachelor’s Degree in Communication. During his time there, Mark was a student-athlete and a member of the Panther’s baseball team.

Outside of the office, Mark is an avid outdoorsman. He enjoys hunting, fishing and spending time on Okauchee Lake.

Patricia Tobin, CFP®

Wealth Manager

Patricia Tobin is a Wealth Manager at Annex Wealth Management.

As a Wealth Manager, Patricia meets with prospective clients, working to secure the client relationship and then oversees those relationships for the long-term. Wealth managers conduct initial portfolio reviews with prospects and clients to determine or validate current investment objectives, prepare recommendations of appropriate investment models and allocations developed by Annex Wealth Management’s Central Planning department, and engage in business development to deliver results.

Patricia has over twenty-five years of experience in the financial services industry. Before Annex Wealth Management, Patricia served as a Senior Principal at Accenture, providing management consulting services to wealth and asset management firms.

Patricia graduated from the University of Wisconsin-Madison with a BA in International Relations, Economics and Latin American Studies. She also earned her MS in International Business and Financial Services Marketing from UW-Madison. Patricia is a Certified Financial Planner (CFP®).

Patricia enjoys bicycling, golf, travelling and spending time at their family cottage in northern Wisconsin.

Jennifer Krausse

Client Service Associate

Jennifer Krausse is a Client Service Associate at Annex Wealth Management.

As a Client Service Associate, Jennifer assists all service-related needs of Annex Wealth Management clients.

Prior to Annex Wealth Management, Jennifer held an internship with Lakefront Marketing Inc.

Jennifer is a graduate from University of Wisconsin-Platteville where she studied Business Administration with an emphasis in Sales and Marketing Management.

She enjoys reading, traveling, and spending time with her family and friends.

 

Erin Reid, PHR

Human Resources Generalist

Erin Reid is a Human Resources Generalist at Annex Wealth Management.

Erin comes to us from Waterstone Mortgage Corporation where she specialized in Employee Relations and Onboarding. Pervious to Waterstone Mortgage, Erin recruited and managed Kelly Educational Staffing for Southeastern Wisconsin.

Erin graduated from UW- Milwaukee where she earned her bachelor’s degree in Business Administration.

Erin lives in Waukesha with her husband and two dogs.

 

Megan Salb

Client Service Manager

Megan Salb is a Client Service Manager at Annex Wealth Management.

As a Client Service Manager, Megan assists all service-related needs of Annex Wealth Management clients.

Before joining Annex Wealth Management, Megan worked in a client service role at a wealth management company and at a large investment company in various marketing roles.

Megan graduated from UW-Whitewater with a degree in Elementary Education.

She enjoys hiking with her husband, kids, and dog, kayaking, playing golf and spending time with family who live in much warmer climates.

Ashley Edinger

Client Service Manager

Ashley Edinger is a Client Service Manager at Annex Wealth Management.

As a Client Service Manager, Ashley assists all service-related needs of Annex Wealth Management clients.

Ashley graduated from Fox Valley Technical College with two associates degrees; Business Management and Accounting, as well as two technical diplomas; Accounting Assistant & Bookkeeping.

Before Annex, Ashley was a stay at home mom for a year and 8 months. Prior to that, she was a dual team leader for Alta Resources. She ran the Back Office Services and Accounting teams for one of the many clients at Alta Resources.

Ashley has a passion for working out, volunteering, taking adventures, and spending time with her son, Aiden.

Matthew Krenke CFP®, ChFC®, CLU®, CASL®

Wealth Manager, Appleton Office

Matthew Krenke is a Wealth Manager at Annex Wealth Management.

As a Wealth Manager, Matthew meets with prospective clients, working to secure the client relationship and then oversee the relationship for the long-term. Wealth managers conduct initial portfolio reviews with clients to determine or validate current investment objectives; prepare recommendations of appropriate investment models and allocations developed by Annex Wealth Management’s Financial Planning team; and engage in business development to deliver results.

Matthew has over twenty years of experience in the financial services industry working with clients and attending to their financial goals. He has spent much of that time helping to educate investors on the financial markets and how to best plan for the future.

Matthew graduated in 1997 from the University of Wisconsin Oshkosh with a degree in economics and started his career in commercial banking. From there he transitioned into owning a family business. It was during this time that Matthew also started working as a financial representative with a local financial services company. Matthew hold a series 66 securities license and is a Certified Financial Planner® along with being a Chartered Financial Consultant® and a Chartered Life Underwriter®.

Matthew is a lifelong Appleton native and lives with his wife Terese and their 3 pets.

He is an avid golfer and enjoys spending time in his kitchen.

Dylan Lyons

Client Service Manager

Dylan Lyons is a Client Service Manager at Annex Wealth Management.

As a Client Service Manager, Dylan assists all service-related needs of Annex Wealth Management clients.

Dylan graduated with a degree in Applied Economics from the University of Minnesota. Upon graduation, Dylan worked with a commercial collection firm in the Twin Cities area before relocating back to Milwaukee.

Before joining Annex Wealth Management, Dylan worked in a variety of customer service roles and capacities.

When outside of work, Dylan enjoys spending time with friends, going to sporting events, concerts, playing golf and just relaxing. He is an avid sports fan of the Packers, Badgers, Brewers, Bucks and Golden Eagles!

Suzy Lopez

Wealth Manager

Suzy Lopez is a Wealth Manager at Annex Wealth Management.

As a Wealth Manager, Suzy meets with prospective clients, working to secure the client relationship and then oversee the relationship for the long-term. Wealth Managers conduct initial portfolio reviews with clients to determine or validate current investment objectives; prepare recommendations of appropriate investment models and allocations developed by Annex Wealth Management’s Financial Planning team; and engage in business development to deliver results.

Prior to Annex, Suzy graduated from UW-Milwaukee with a Marketing and Finance Major and then worked at Northwestern Mutual for 6 ½ years in an agency.

Suzy is studying for her CFP designation and has her Chartered Leadership Fellow (CLF) designation from the American Colleges of Financial Services.

Suzy lives in Wauwatosa with her husband, Robert and dog, Stella. They enjoy boating, trying new places to eat and drink, and going to the dog park!

Jerry Murphy

Client Service Associate

Jerry Murphy is a Client Service Associate at Annex Wealth Management.

As a Client Service Associate, Jerry assists all service-related needs of Annex Wealth Management clients.

He has over 7 years of customer service experience working for his family’s restaurant business.

He graduated from UW-Whitewater in 2018 with a BBA in Finance.

In his free time, he enjoys watersports like wakeboarding and is also an avid basketball fan.

Naomi Ackley

Chief Compliance Officer

Naomi Ackley is the Chief Compliance Officer at Annex Wealth Management.

As Chief Compliance Officer, her responsibilities include the continuing development of all aspects of compliance, including regulatory oversight of all Annex Wealth Management® advisors, supervision of accounts and transactions, and compliance with US Securities & Exchange Commission and related securities rules and regulations.

Before Annex Wealth Management, Naomi served as the Chief Compliance Officer and Operations Manager for Midland Financial Advisors, Inc. She has over seven years of experience in the industry working with Registered Investment Advisors to ensure strong compliance programs and operational efficiency.

Naomi graduated from Northwood University with a Bachelor of Business Administration. She holds a Uniform Investment Advisor Law (Series 65) license with Annex Wealth Management.

Naomi lives in Waukesha with her husband Glen and enjoys spending time with friends and family.

Kristen Fagan

Office Administrator

Kristen Fagan is an Office Administrator at Annex Wealth Management’s Mequon Branch Office.

As an Office Administrator, Kristen answers calls from current and potential clients, coordinates meetings, maintains client files and handles many administrative duties.

Before Annex Wealth Management, Kristen worked as a custom cake decorator at Sendiks in Mequon. Prior to that, she worked as Merchandising Coordinator and Manager of retail store “Past Basket” in Bayside.

Kristen lives in Whitefish Bay with her husband John and has two grown boys. She enjoys spending time with family, skiing, biking, cooking and baking.

Megan Litwin

Operations Specialist

Megan Litwin is an Operations Specialist at Annex Wealth Management.

Megan graduated from Dunmore Lang University Australia with a degree in Broadcasting and Film.

Before Annex Wealth Management, Megan worked as a freelance producer and director’s assistant in Los Angeles and Chicago.

Megan lived in Australia and fell in love with surfing. She loves to travel and is a soccer mom to two beautiful boys.

Renee Sandri

Executive Assistant

Renee Sandri is an Executive Assistant at Annex Wealth Management.

As an Executive Assistant, Renee serves as a primary point of contact for all items pertaining to the CEO.

Renee has over twenty years of experience supporting executive level management. She has provided various additional support with recruiting, scheduling, conference registrations, event planning and training coordination.

Renee graduated in 1991 from University of Wisconsin Whitewater with a Bachelor of Arts in Speech Communication and a minor in Marketing.

Renee lives in Pewaukee with her three children, daughters Peyton and Bailey and son Riley.

Alex Steele

Client Service Manager

Alex Steele is a Client Service Manager at Annex Wealth Management’s Elm Grove Branch Office.

As a Client Service Manager, Alex assists all service-related needs of Annex Wealth Management clients.

Alex has worked in the financial industry for over six years. Before joining Annex, Alex was a Branch Office Administrator for another financial firm.

Alex graduated in 2012 from Carroll University and received her bachelor’s degree in Communication.

Alex lives in Waukesha and enjoys spending time boating, camping and traveling.

Andy Szymczak

Retirement Plan Specialist

Andy Szymczak is a Retirement Plan Specialist at Annex Wealth Management.

As a Retirement Plan Specialist, Andy serves as a main point of contact for plan sponsors and participants and assists with retirement plan related questions.

Andy has over eighteen years of experience at a local Mutual Fund transfer agency.

Andy graduated in 1996 from The University of Wisconsin-Whitewater with a degree in Communications.

Andy lives in Waukesha with his wife April, and daughter Abigail.

He enjoys traveling with his family and following Wisconsin sports.

Angela Wingo

Client Service Manager

Angela Wingo is a Client Service Manager at Annex Wealth Management.

As a Client Service Manager, Angela assists all service-related needs of Annex Wealth Management clients.

Before joining Annex Wealth Management, Angela worked as an operations specialist at UMB Fund Services and, before that as a registered client service associate for another financial service firm.

Angela graduated from DeVry Keller Graduate School of Management with a Master of Business Administration degree.

Angela lives in Milwaukee with her husband Frederick. In her spare time, she enjoys traveling and spending time with friends and family.

Bryan Fiore, CRPC®, CSRIC™

Branch Director, Naples Office

As Branch Director, Bryan is responsible for the growth and stability of the Naples branch. He oversees relationships forged at the branch and ensures every client is experiencing the Annex Wealth Management difference there.

Before Annex Wealth Management, Bryan held management positions at Scottrade and TD Ameritrade. He worked in the areas of financial education, planning and service with clients and staff.

Bryan earned the CRPC® and CSRIC™ designations as well as FINRA / Securities Industry Series 7, 24, 63, and 66 licenses and is working toward earning the CFP designation.

Outside of work, Bryan has enjoyed watching his family develop. He enjoys activities like golf, soccer, swim, biking, and keeping up with his family.

Brandon Lehman, CFP®

Director of Branch Development

Brandon Lehman is the Director of Branch Development at Annex Wealth Management.

As Director of Branch Development, Brandon is responsible for the growth and advancement of Annex’s branch offices. He oversees relationships forged at individual branches and ensures every client is experiencing the Annex Wealth Management difference there.

Brandon has over 10 years of financial services experience working with clients and advisors alike. He has spent the majority of his career working with clients to help them reach their financial objectives with a focus on outcomes. Prior to Annex, Brandon worked as a Wealth Advisor for a national RIA, Investment Consultant for a global asset management firm and a financial consultant for a national insurance and investment firm.

Brandon graduated from Wisconsin Lutheran College in 2009 with a degree in history and political science. He passed the General Securities Representative (Series 7), and the Uniform Combined State Law (Series 66) and is a Certified Financial Planner (CFP®) and an Accredited Investment Fiduciary (AIF®).

Brandon lives in Oconomowoc with his wife Jennifer and three children and also serves as a Battalion Logistics Officer in the Wisconsin Army National Guard.

Mark Pent

Branch Director, Madison Branch Office

Mark Pent is Branch Director at Annex Wealth Management’s Madison Branch Office.

As Branch Director, Mark is responsible for the growth and stability of the Madison Branch. He oversees relationships forged at the branch and ensures every client is experiencing the Annex Wealth Management difference there.

Mark has held a variety of roles in Wealth Management since 2002. He has served as a Financial Advisor, Branch Manager and Complex Director. Prior to joining Annex, Mark worked for UBS Financial Services for over 15 years, most recently as Branch Director in Madison.

Mark holds a BA from the University of Illinois Chicago. He has FINRA licenses, 3, 7, 9, 10, 31 and 66. He also holds a life insurance license.

Mark enjoys travel, snow skiing, boating and cheering on the Badgers. He and his wife Mary have 3 adult daughters.

Michael Roth, CFA®

Trader/Research Analyst

Michael Roth, CFA® is a Trader/Research Analyst at Annex Wealth Management.

As a research analyst and trader, Michael works closely with the Investment Committee conducting bottom-up research of securities and analyzing economic data. Michael also works closely with our Wealth Managers and Client Service Managers to connect Annex’s investment strategy with our clients holistic financial plan.

Michael has over fifteen years of experience in the financial planning and mutual fund services industry. He started his career in financial planning as the Director of Investment Operations for a Wealth Management Advisor at Northwestern Mutual. Before joining Annex Wealth Management, Mike was a Relationship Manager at U.S. Bank Global Fund Services.

Michael graduated in 2002 from the University of Illinois Urbana-Champaign with a B.S. in Finance and has been a CFA® charterholder since 2016.

Michael enjoys travelling the world with his wife Kristin, hitting the gym and is an avid fan of NBA basketball.

Brian Bartholomew

Client Service Manager & Lead Client Operations Specialist

Brian Bartholomew is Client Service Manager & Lead Client Operations Specialist at Annex Wealth Management.

As Client Service Manager & Lead Client Operations Specialist, Brian leads the Client Operations Team in providing overall efficiency and consistency to the Client Service Team. He also assists with training, process development, and all service-related needs of clients.

Brian has over 10 years of experience in the industry working with clients to help them achieve their financial goals. He has an extensive background in financial planning, financial operations and client service.

Brian graduated in 2006 from the University of Wisconsin.

In his free time Brian enjoys exercising, golf and all things Wisconsin Badgers. He lives in Middleton, WI with his wife Michelle.

Erika Kopp

Marketing Specialist

Erika Kopp is a Marketing Specialist at Annex Wealth Management.

As a Marketing Specialist, Erika supports the Annex Wealth Management’s efforts across all platforms while taking the lead in social media and developing content.

Erika has over 5 years of experience working within various customer service, buying/planning, and management roles.

Erika graduated from the University of Wisconsin – Whitewater in 2014 with a degree in Journalism and a minor in Art History. During her time at UWW, she was a producer and director for UWW-TV and traveled to study abroad in Madrid, Spain to learn more about international communications and Spanish culture.

Erika currently lives in Bayview and enjoys traveling, listening to podcasts, cooking, and spending time with family and friends.

Emma Sapiro

Client Operations Specialist

Emma Sapiro is a Client Operations Specialist at Annex Wealth Management.

As a Client Operations Specialist, Emma assists with all service-related needs of Annex Wealth Management clients, including scheduling, investor research, and paperwork preparation.

Before joining Annex, Emma served as External Relations and Promotions Coordinator for Athletics at the University of Wisconsin-Stout in Menomonie, WI, and as Guest Service Specialist for JUUT Salon Spa in Minneapolis. She interned with the Eau Claire Express baseball team in Marketing and Promotions.

Emma received a Bachelor of Science in Business Administration with a concentration in Tourism in 2016 from UW-Stout.

In her free time, Emma enjoys staying active, finding a good show to watch on Netflix, trying out new restaurants, and spending time with family and friends.

Sean Young, JD, LLM, CFP®

Senior Tax Planner

Sean Young is a Senior Tax Planner at Annex Wealth Management.

As a Senior Tax Planner, Sean develops and integrates proactive tax planning strategies into the Annex Wealth Management financial planning process and coordinates the delivery of Annex Tax Services.
With over 12 years in the industry, Sean has extensive knowledge and experience in the areas of income and transfer taxes, asset protection, business succession, and trusts and estates and has worked with a diverse client base of corporate executives, business owners and families.

Sean is a CERTIFIED FINANCIAL PLANNER™ professional, holds the series 66 securities license, and earned his Juris Doctor from the University of Dayton School of Law and Master of Laws (LLM) in Taxation, with honors, from The John Marshall Law School. Sean has practiced law in the areas of trusts, estates, individual income taxation and corporate structuring.

Sean is a recent transplant from Chicago, Illinois, and now resides in the Third Ward area of Milwaukee.

Jeremy Lee

Wealth Manager

Jeremy Lee is a Wealth Manager at Annex Wealth Management.

As a Wealth Manager, Jeremy meets with prospective clients, working to secure the client relationship and then oversee the relationship for the long-term. Wealth managers conduct initial portfolio reviews with clients to determine or validate current investment objectives; prepare recommendations of appropriate investment models and allocations developed by Annex Wealth Management’s Financial Planning team; and engage in business development to deliver results.

Prior to joining Annex, Jeremy served as a licensed commodity broker and financial analyst. He is passionate about educating and providing his clients advice in order to make the best decisions for their personal situation.

Jeremy graduated from University of Wisconsin Oshkosh with a degree in Finance and minor in Real Estate. Jeremy currently holds his Series 3, Series 65, and Wisconsin Real Estate Sales licenses.

Jeremy resides in Wauwatosa where he enjoys spending his free time outdoors with his two Vizsla dogs and is bilingual.

Juliana Todd

Client Service Manager

Juliana Todd is a Client Service Manager at Annex Wealth Management.

As a Client Service Manager, Juliana assists with all service-related needs of Annex Wealth Management clients.

Juliana has extensive customer service experience in multiple industries, including, credit card, airline and social services. Before joining Annex, Juliana managed a team of Mutual Fund Specialists at US Bank Global Fund Services for 10 years.

Juliana is a passionate reader, gardener and traveler, and enjoys spending time together with family and friends. She also volunteers with hospice patients at end of life, providing comfort for patients and family.

Martie Stevens

Client Service Manager

Martie Stevens is a Client Service Manager at Annex Wealth Management.

As a Client Service Manager, Martie assists with all service-related needs of Annex Wealth Management clients.

Martie has nearly 20 years of experience in the financial services industry. She has extensive experience in client management and has worked in marketing, innovation and project management during her tenure.

Martie has a B.A. in Communications from UW-Whitewater.

Martie enjoys kayaking, hiking, cooking and working with animals. Her past volunteer work includes the Wisconsin Humane Society Wildlife Rehabilitation Center and Schlitz Audubon Nature Center as a Raptor Educator.

Keith Butler, JD

Wealth Manager

Keith Butler is a Wealth Manager at Annex Wealth Management.

As a Wealth Manager, Keith meets with prospective clients, working to secure the client relationship and then oversee those relationships for the long-term. Wealth managers conduct initial portfolio reviews with prospects and clients to determine or validate current investment objectives; prepare recommendations of appropriate investment models and allocations developed by Annex Wealth Management’s Central Planning department; and engages in business development to deliver results.

Keith was a practicing attorney for over 25 years, focusing on estate planning, probate, general business, business succession planning, and transactional work. After leaving private practice, Keith worked in the private wealth management area of a large bank for over eight years, serving as a Trust Officer and Wealth Trust Advisor.

Keith holds both a Bachelor of Business Administration degree (graduation with distinction) and a Juris Doctor (cum laude) from the University of Wisconsin-Madison. He also holds a Uniform Investment Advisor Law (Series 65) license with Annex Wealth Management.

Keith lives in Germantown with his wife, Linda. He has three adult stepchildren, Josh, Meghan and Sarah, and five grandchildren.

Jeff Stanich

Wealth Manager

Jeff Stanich is a Wealth Manager at Annex Wealth Management.

As a Wealth Manager, Jeff meets with prospective clients, working to secure the client relationship and then oversee the relationship for the long-term. Wealth Managers conduct initial portfolio reviews with clients to determine or validate current investment objectives; prepare recommendations of appropriate investment models and allocations developed by Annex Wealth Management’s Financial Planning team; and engage in business development to deliver results.

Jeff spent over 27 years as an Options Trader in Chicago before transitioning to a career in Wealth Management. Prior to joining Annex, Jeff worked for Northwestern Mutual and an RIA in Illinois.

Jeff completed the Certificate in Financial Planning at Northwestern University. Jeff holds the series 7, 63, and 65 securities licenses.

Jeff lives in Pleasant Prairie with his wife Lana and their three adult children. Jeff enjoys traveling with Lana, exercising, fishing, golf and spending time with family and friends.

Simon Rech

Financial Planning Associate

Simon Rech is a Financial Planning Associate at Annex Wealth Management.

As a Financial Planning Associate, Simon assists the Financial Planning Team with the preparation of financial plans, data entry and administrative tasks to optimize workflow.

Before Annex Wealth Management, Simon worked for 5 years in the live events industry where he planned and executed concerts and tours around the country.

Simon graduated from UW-Madison with a degree in History.

Outside of the office, Simon enjoys playing and watching sports and spending time with his dog.

Tom Berkholtz, CFP®

Financial Planning Specialist

Tom Berkholtz is a Financial Planning Specialist on Annex Wealth Management’s Financial Planning Team.
As a Financial Planning Specialist, Tom works with the Financial Planning Team, employing leading-edge technology to help create a financial plan tailored to a client’s risk tolerance, needs, and expectations.
Before Annex Wealth Management, Tom worked for 5 years in the financial services industry. During college he worked at BMO Harris bank as a Customer Service Representative and interned for a financial services company in the Madison area. He then worked for an independent financial services company in an Operations/Paraplanner role.
Tom graduated from UW-Madison with a degree in Personal Finance and certificate in Entrepreneurship. He is a CERTIFIED FINANCIAL PLANNER™ and has passed the following FINRA qualification examinations: General Securities Representative (Series 7) and Uniform Combined State Law (Series 66). Tom also holds life & health insurance licenses.
Tom is an avid Packer fan and enjoys running, reading, and spending time with family.

Troy Defenbaugh

Client Service Manager

Troy Defenbaugh is a Client Service Manager at Annex Wealth Management.

As a Client Service Manager, Troy assists with all service-related needs of Annex Wealth Management clients.

Troy has over 18 years of customer service experience in the financial industry. Before joining Annex Wealth Management, he worked for US Bank Global Fund Services as a mutual fund specialist assisting clients with their investment accounts, as well as a senior mentor and trainer for his peers.

Troy graduated from UW Eau Claire with a degree in History, and in 2003 he completed his Certificate in Teaching from Carroll University.

Troy enjoys traveling with his wife and son, volunteers with Cub Scouts, and is an avid gamer and science fiction enthusiast.

Justin Lachowin

IT Support Manager

Justin Lachowin is an IT Support Manager at Annex Wealth Management.

As an IT Support Manager, Justin oversees and supports technology operations at Annex Wealth Management as well as provides technology solutions that contribute to the firm’s goals and results.

Justin has over 17 years of experience in the IT industry working in various industries including financial, legal firms, recruitment firms and software companies. He has spent much of that time helping to educate customers on products and services, as well as providing internal IT support to employees, focusing on customer service.

Justin graduated in 2002 from Waukesha County Technical College with a degree in Information Technology. Justin holds various technical certifications including A+, Network+, i-Net+ and MCP.

Justin lives in Pewaukee with his wife Rebecca, enjoying time outside whenever possible.

Todd Voit, PhD

Chief Investment Strategist

Todd Voit, Ph.D. has developed and managed client portfolios for over 30 years, and is responsible for equity research, trading, and stock selection methodology at Annex.

Todd was an Emeritus Professor of Finance at the University of Wisconsin-Milwaukee, where he taught graduate and undergraduate courses in Investments, Advanced Investments, and International Finance courses for over 20 years.

Todd has a Ph.D. in Economics with concentrations in Financial and International Economics from the University of Wisconsin–Milwaukee. He also earned a Master of Economics with a concentration in Quantitative Economics and a Bachelor of Arts in Economics with an emphasis in International Economics from the University of Wisconsin–Milwaukee.

Diane Tillman

Administrative Assistant

Diane Tillman is the Administrative Assistant at Annex Wealth Management.

As Administrative Assistant, Diane serves as a primary point of contact for all items pertaining to the CEO and Director of Wealth Management. She also serves as the primary back up to the front desk and assists with events.

Diane has extensive experience providing administrative, clerical, and operational support in the financial industry and other various industries.

Diane graduated in 2011 from Cardinal Stritch University with a Bachelor of Science degree in Business Management, Cum Laude, with a Certificate of Completion in Human Resource Management.

Diane lives in the West Bend area with her husband Jerome. In her spare time, she serves as Youth and Choir Director at Progressive Baptist Church in Milwaukee. She also loves to work in her flower garden and spend time with their three grandchildren.

Maddison Warde

Client Operations Specialist

Maddison Warde is a Client Operations Specialist at Annex Wealth Management.

As a Client Operations Specialist, Maddison assists with all service-related needs of Annex Wealth Management clients, including scheduling, investor research, and paperwork preparation.

Before coming to Annex, Maddison worked as a Recruiter at an event marketing firm, and in other customer service roles.

Maddison graduated from the University of Wisconsin Oshkosh with a degree in Marketing and Sales. She went into graduate school at UWO for Educational Leadership where she spent two years co-advising a student board of campus event planners.

In her free time, Maddison enjoys time with family and friends, and her dog, Ginger. She also enjoys outdoor activities, concerts, driving scenic routes, and other adventures.

Blaine Disrud

Trader/Research Analyst

Blaine Disrud, CFA® is a Trader/Research Analyst at Annex Wealth Management.

As a research analyst and trader, Blaine works closely with the Investment Committee conducting bottom-up research of securities and analyzing economic data. Blaine also assists in managing the individual fixed income portfolio within some of Annex’s more specialized portfolios.

Blaine has over seven years of experience within the investment industry. Prior to joining Annex, Blaine was a member of the Voit & Company, LLC team that joined Annex in 2020.

Blaine holds the right to use the Chartered Financial Analyst® designation. He earned a Master of Financial Analysis from the University of Wisconsin-Milwaukee and a Bachelor of Economics with a minor in Management from the University of Minnesota. He currently holds his Series 65 license.

Blaine lives in Waukesha with his wife Alex and daughter, where he enjoys getting outdoors, hunting, playing hockey, and golfing.

David Fono

Compliance Specialist

David Fono is a Compliance Specialist at Annex Wealth Management.

As Compliance Specialist, his responsibilities include the continuing development of all aspects of compliance, including regulatory oversight of all Annex Wealth Management® advisors, supervision of accounts and transactions, and compliance with US Securities & Exchange Commission and related securities rules and regulations.

David has over 25 years of experience in the financial services industry with the most recent seven years as a Regulatory Review Manager with U. S. Bancorp Fund Services. Prior to U. S. Bancorp Fund Services, David was a Trust Officer and Fee Team Manager at BMO Harris/M&I Wealth Management.

David received his undergraduate degree in Business Administration from the University of Wisconsin, Milwaukee and his MBA in Business Management from Cardinal Stritch University.

David lives in Bay View with his wife, Linda, their two dogs, Rocky and Brauny, and iguana, Steezy.

Joseph Maller, CPA

Manager, Annex Tax Services

Joseph Maller is the Manager of Annex Tax Services.

Joseph has spent 35 years establishing his career as a Certified Public Accountant. His knowledge in accounting and tax offer clients the confidence and trust needed to understand the ever-changing world of business.

Joseph graduated from Marquette University in 1985 with a degree in Accounting and received his CPA license in 1986. His is a member of the American Institute of Certified Public Accountants, Illinois CPA Society, and Wisconsin Institute of Certified Accountants. He has served on many boards over the years from the Homebuilders Association of Lake County to various client boards.

Joseph lives in Racine with his wife Janet and enjoys spending time with his family.

Jacob Thomas, CPA

Tax Specialist

Jacob Thomas is a Tax Specialist at Annex Wealth Management.

Jacob has over 5 years of experience as a tax return preparer. He has spent most of that time preparing individual and trust tax returns. He also has exposure to partnership tax return preparation.

Jacob graduated from DePaul University with a Bachelor of Arts degree with a focus area in Business Development & Entrepreneurship. Jacob also graduated from the Kellstadt Graduate School of Business with an MS in Taxation. Jacob is a licensed CPA in the state of Illinois.

Jacob lives in Chicago and enjoys grilling during the summer months.

Joseph Herron, CFP®, CRC®

401(k) Relationship Manager

Joe has over twenty years of experience in the financial industry working with clients and attending to their financial goals. He has spent the majority of that time helping to educate investors on the financial markets and how to best plan for the future.

Joe graduated in 1996 from UW-Parkside with a degree in Molecular Biology. He holds the series 65 securities license and also holds the CERTIFIED FINANCIAL PLANNER™ certification and Certified Retirement Counselor® designation.

Joe lives in Caledonia with his wife Amy, along with three children and enjoys outdoor activities such as hiking and fly fishing.

Michelle Dobrenski

Office Administrator

Michelle Dobrenski is an Office Administrator at Annex Wealth Management’s Elm Grove Headquarters.

As an Office Administrator, Michelle answers calls from current and potential clients, coordinates meetings, maintains client files and handles many administrative duties.

Before Annex Wealth Management, Michelle worked at Hermle USA, Inc. as the Administrative Assistant, Carma Laboratories as the Executive Assistant and iStream Financial Services as an Administrative Assistant and Relationship Manager.

Michelle lives in Franklin with her husband Rick, and their son is in grad school in South Dakota. She enjoys family, sports and gardening.

Amy Kiiskila, JD, CFP®, CPA, CLU®

Wealth Manager

Amy Kiiskila is a Wealth Manager at Annex Wealth Management.

As Wealth Manager, Amy meets with prospective clients, working to secure the client relationship and then oversee the relationship for the long-term. Wealth managers conduct initial portfolio reviews with clients to determine or validate current investment objectives; prepare recommendations of appropriate investment models and allocations developed by Annex Wealth Management’s Financial Planning team; and engages in business development to deliver results.

Prior to joining Annex Wealth Management, Amy was a Partner in the Wealth Planning group at Michael Best & Friedrich LLP, where she worked with individuals and business owners to achieve their estate planning, business planning, and financial planning goals. Amy also previously worked at Northwestern Mutual, as Vice President of Advanced Planning. She began her career at Arthur Andersen as an auditor.

Amy attained her BBA in accounting from St. Norbert College and her JD from the University of Wisconsin-Madison. Amy is also a CERTIFIED FINANCIAL PLANNER ™ professional and CPA and holds her CLU® designation.

Amy is active in various industry and community organizations, including the Milwaukee Estate Planning Forum, Waukesha County Estate Planning Council, the Women and Girls Fund of Waukesha County, and the Catholic Community Foundation. She lives in Wauwatosa and enjoys biking, hiking, yoga, and hanging out with her two teenagers, Kelsey and Landon.

Noi Sayaovong

Project & Data Analyst Specialist

Noi Sayaovong is a Project & Data Analyst Specialist at Annex Wealth Management.

Prior to joining Annex, Noi served as the Operations Manager at Voit & Company, LLC. She also spent ten years at Artisan Partners providing institutional client services and marketing.

Noi earned a Master of Business Administration with an emphasis in Marketing from Concordia University and a Bachelor of Business Administration from Mount Mary College.

Noi is married with two daughters and one son. When she isn’t busy with her children’s activities, she enjoys live entertainment and leisure travel.

Tom Berkholtz, CFP®

Financial Planning Specialist

Tom Berkholtz is a Financial Planning Specialist on Annex Wealth Management’s Financial Planning Team.

As a Financial Planning Specialist, Tom works with the Financial Planning Team, employing leading-edge technology to help create a financial plan tailored to a client’s risk tolerance, needs, and expectations.

Before Annex Wealth Management, Tom worked for 5 years in the financial services industry. During college he worked at BMO Harris bank as a Customer Service Representative and interned for a financial services company in the Madison area. He then worked for an independent financial services company in an Operations/Paraplanner role.

Tom graduated from UW-Madison with a degree in Personal Finance and certificate in Entrepreneurship. He is a CERTIFIED FINANCIAL PLANNER™ and has passed the following FINRA qualification examinations: General Securities Representative (Series 7) and Uniform Combined State Law (Series 66). Tom also holds life & health insurance licenses.

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