Tax Preparation & Planning

Team

Our tax planning team is led by a Certified Public Accountant who also holds a Certified Financial Planner® certification.
The tax planning team holds decades of experience and includes Certified Financial Planners®, along with our on-staff estate planning attorney.

Tech

Our secure tax planning technology illustrates multiple year tax strategies to help make better, more-informed decisions.
Our comprehensive planning platform models outcomes based on complex planning variables, including taxes, social security, distribution strategies, pension planning, and more.

Trust

Because we’re committed to fiduciary principles, we’ll collaborate with you to develop a tax strategy that balances goals and preferences.
Your objective might not be paying the least taxes each year – if that strategy doesn’t serve your long-term goals.

Annex Wealth Management believes comprehensive wealth management should include a strong tax planning component.

Personal circumstances change and can often present opportunities for tax-efficient strategies. Missing these opportunities can have a significant effect on future outcomes.

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.

For clients interested in convenience and consistency, we offer separate tax preparation services through Annex Tax Services, LLC.

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David Spano, CFP®

President, CEO

Dave 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 focus on independent advice and complete financial solutions has been 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 planning and estate planning fields to form a client service team prepared to meet the financial needs of a diverse client base.

Dave is a graduate of University of Wisconsin – Milwaukee, and has earned his Certified Financial Planner designation.

He has served as Chairman of the Board of the Financial Planning Association of Southern Wisconsin, where he has also served as President and Director of Government Relations. A prominent figure in the community, Dave is the President of the Italian Community Center, Festa Italiana, and The United Ethnic Festivals. Dave also serves on the boards of Summerfest and The Historic Third Ward. Dave previously served on the board of the Lakeshore State Park and Miller Park Stadium Board (2004-2008).

In his personal time, Dave is an avid muskie fisherman, and spending time up North with his wife Kim and their two children.

Mark Oswald

Chief Compliance Officer, Chief Operations Officer

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

As Chief Compliance Officer and Chief Operations 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

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

Director of Wealth Management Services

Mark Beck is the 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 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

Director of Marketing

Greg Batiansila is Director of Marketing at Annex Wealth Management.

As 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 Ackermann

Client Service Manager

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

As a Client Service Manager, Jill 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.

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

Wealth Management Specialist

David Batten is a Wealth Management Specialist at Annex Wealth Management.

As a Wealth Manager, Dave 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 holds a State of Wisconsin Life and Health Insurance license and 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

Operations Specialist

Lori Beihoff is an Operations Specialist at Annex Wealth Management.

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 enjoy 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.

Lee Ann Bittner

Office Administrator

Lee Ann Bittner is an Office Administrator at Annex Wealth Management.

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

Before Annex Wealth Management, Lee Ann worked in the mortgage banking industry.

Lee Ann enjoys spending time with her family and going to her cottage up north.

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

Client Service Manager

Amy Bremmer is a Client Service Manager at Annex Wealth Management.

As a Client Service Manager, Amy 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, 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 from UWM in 2006. In 2012 Amy graduated with a Master of Business Administration from Alverno College.

Amy enjoys SCUBA diving and is passionate about sharks and protecting the oceans.

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

Operations Specialist

Brenda Doucas is an Operations Specialist 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 enjoy spending time her husband, cheering at her daughters’ sporting events and multiple outdoor recreational activities.

Michael Duffy

Registered Principal

Michael Duffy is a Registered Principal at Annex Wealth Management.

As a Registered Principal, 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

Program & Events Manager

Stephanie Emons is the Program & Events Manager at Annex Wealth Management.

As Program & Events Manager, Stephanie serves as the supervisor of the team’s highly skilled Client Service Managers. She plans and executes Annex events including Client Appreciation Events, Workshops 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 PTA 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 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 worked as a stay-at-home-mom and before that, performed administrative operations at SysLogic, Inc., and Cap Gemini.

Jason Ganiere

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.

Before Annex Wealth Management, Jason served as a law enforcement officer.

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.

Robert Godfroy

Financial Planner

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

As a Financial Planner, 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.

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

Office Administrator

Sandra Hanson is an Office Administrator at Annex Wealth Management’s Mequon Branch Office.

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

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

Financial Planning Specialist

Jack is a Financial Planning Specialist in Annex Wealth Management’s Financial Planning Team.

As a Financial Planning Specialist, Jack 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, Jack worked in data analytics and marketing.

Jack graduated from University of Wisconsin with a degree in Personal Finance.

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

Wealth Manager

Denis Johnson is a Wealth Manager at Annex Wealth Management.

As Wealth Manager, Denis 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, 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 has been rated in the top 25 producing mid-west region financial advisors for a prominent mutual fund company.

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

Ron Johnson

Senior Financial Planner

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

As a Senior 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 top of the line deliverables to our client base.

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

Robert graduated from Marian University, and is a licensed 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 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, 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

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.

Rick has worked in the financial services industry since 2003.

A graduate of Carthage College, Rick is FINRA Series 7, 24, 63 and 65 registered, and he also holds his life, health, and long-term care insurance licenses.

Rick enjoys spending time with his wife and two children, and is an avid fan of his favorite sports teams.

Brianna Kollmorgen

Marketing Automation Specialist

Brianna Kollmorgen is a Marketing Automation Specialist at Annex Wealth Management.

As a Marketing Automation Specialist, Brianna is responsible for administrating Annex Wealth Management’s marketing automation system, trafficking marketing activities, and analyzing lists and lead growth.

Brianna earned her BA from Concordia University Wisconsin in International Business with a Marketing minor.

Before she worked at Annex Wealth Management, Brianna managed an equestrian center.

Brianna’s family owns an equestrian center where she enjoys riding 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.

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.

Cliff McWhorter

Financial Advisor

Cliff began his financial services career as a life insurance agent with Transamerica Occidental Life in 1988. He moved on to Aetna in 1991 and continued to help service clients with life, health, disability needs insurance issues but also began laying the groundwork to become an investment professional. In 1997, Cliff became an independent broker servicing clients with insurance and investment needs and has continued to develop expertise in many different areas of the financial industry. Cliff is now proud to be a member of Annex Wealth Management LLC.

Cliff is committed to the highest standards of integrity and professionalism in his relationships with clients. The ultimate goal is to find suitable solutions to each financial issue that a client may encounter and solve those issues with the client’s best interests in mind. Cliff’s most important goal is to establish an ongoing relationship with his clients through customer service, problem solving, staying in touch and monitoring plans that have been established. The focus of his business is financial and investment planning but his insurance background continues to be a great value to clients with insurance needs and particularly health insurance as laws change in this country.

Cliff has a double major in Accounting and Business Administration from Illinois State University. In addition to his insurance license, Cliff has also successfully passed the Uniform Securities Agent State Law (Series 63), General Securities Representative (Series 7), and the Uniform Investment Advisor’s Law (Series 65) exams.

Cliff lives in Arlington Heights, IL and is very happy to be a grandfather. He enjoys most sports and continues as a director in the Northern Illinois Girls Feeder Basketball Association.

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 Uniform Investment Advisers Law (Series 65) 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 Management Specialist

Matthew Morzy is an Investment Management Specialist at Annex Wealth Management.

As Investment Management Specialist, Matthew works alongside Annex’s Chief Investment Officer to assist 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.

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

Matthew has over ten 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. Matthew holds the series 7, 24, 63 and 66 securities licenses and is a Certified Financial Planner®.

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. He also holds State of Wisconsin Life and Health insurance licenses.

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

Patrick Noble

Financial Planning Specialist

Patrick Noble is a Financial Planning Specialist 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®

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.

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 Peters

Creative Designer

Allie Peters is a Creative Designer at Annex Wealth Management.

As a Creative Designer, 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 free-lance 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

Team Analytics Specialist

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

As a Team Analytics Specialist, Erin curates, sorts and analyzes data for use in team management, guidance, and trend development.

Erin Rossman joined Annex Wealth Management in January of 2013. She serves as a Team Analytics Specialist for the all of Annex Wealth Management.

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 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 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

Operations Specialist

Stacy Plahmer is an Operations Specialist at Annex Wealth Management.

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 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, 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

Branch Director, Lake Country Office

Jackie Sklenar is Branch Director at Annex Wealth Management’s Lake Country Branch Office.

As Branch Director, Jackie is responsible for the growth and stability of the Lake Country Branch. She oversees relationships forged at the branch and ensures every client is experiencing the Annex Wealth Management difference there.

Before Annex Wealth Management, Jackie held management positions at Bank Mutual Financial (now known as Mutual Financial Group), Northwestern Mutual Investment Services and Robert W. Baird & Co.

Jackie earned her Bachelors of Business in Finance from the University of Wisconsin – Whitewater. She holds the State of Wisconsin Life and Health Insurance Licenses and has passed the General Securities Representative (Series 7), Uniform Securities Agent State Law (Series-63) and Uniform Combined State Law (Series 66) exams.

Jackie loves spending 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 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 Management Specialist

Mike Venturini is a Wealth Management Specialist at Annex Wealth Management.

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), Series -65, 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 State of Wisconsin Life and Health Insurance Licenses, as well as 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 Management Specialist

Chris Weber is a Wealth Management Specialist 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

Director of Operations

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

As 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.

Jennifer Cannon

Operations Specialist

Jennifer is an Operations Specialist at Annex Wealth Management.

Jennifer earned her Bachelor of Arts from Mount Mary University.

Before Annex Wealth Management, Jennifer worked in corporate Retail doing buying, inventory management, merchandising and marketing.

Jennifer enjoys spending time with her two children, family and friends.

Jordan Brown, AAMS®

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®). He is currently pursuing 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 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.

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.

Colleen Henderson

Financial Wellness Coach

Colleen Henderson is a Financial Wellness Coach in the Retirement Plan Services area at Annex Wealth Management.

As a Financial Wellness Coach, Colleen partners with local employers to integrate Financial Wellness programs into the company’s benefit offerings for their employees.

Prior to joining Annex Wealth Management, Colleen’s career included financial roles in Investor Relations & Strategic Planning for WEC Energy Group, as Vice President for Banc One Venture Corporation and as a Public Utility Research Analyst for RW Baird & Company.

Colleen earned her MBA from the University of Chicago Booth School of Business and holds a Chartered Financial Analyst designation.

Colleen serves on several boards including a local arts organization and financial institution and is an adjunct professor at Concordia University Wisconsin.

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 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.

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 serves as a specialized estate planning resource for Annex Wealth Management’s Advisors and clients. Jill’s contributions include evaluating existing estate plans and documents, creating customized estate planning reports, and modeling sophisticated estate tax planning strategies using state-of-the art software.

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

Client Service Associate

Heather Litt is a Client Service Associate at Annex Wealth Management.

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

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 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, 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

Financial Planning Specialist

As a Financial Planning Specialist, Eric Strom 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, Eric worked as a tax advisor providing specialized tax planning and preparation.

Eric graduated from Marlboro College with a degree in Biochemistry. He 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

Associate Wealth Manager

Mark Strey is an Associate Wealth Manager at Annex Wealth Management.

As an Associate Wealth Manager, Mark works closely with the Director of Wealth Management Services, Mark Beck, and Wealth Manager Deanne Phillips to assist clients in their financial planning needs.

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. 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 currently a Candidate for CFP® Certification with a target to complete in January 2019.

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.