Tax Preparation & Planning - Annex Wealth Management

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.

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.

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.

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.

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.

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.

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.

Brandon Arps, CFP®

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 is a CERTIFIED FINANCIAL PLANNER ™ professional and earned his degree from St. Norbert College. He 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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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 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.

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.

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.

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.

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.

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.

Deanne Phillips, CFP®, CDFA®, ABFP^sm

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.

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.

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.

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.

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.

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.

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.

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.

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.

Randy Winkler, CFP®

Wealth Manager

Randy Winkler is a Wealth Manager at Annex Wealth Management.

As a Wealth Manager, Randy 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, 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)

Randy and his wife enjoy traveling, fishing, and beer tastings.

Eric Strom, CFP®

Financial Planning Manager

Eric is the Financial Planning Manager at Annex Wealth Management.

As the Financial Planning Manager, Eric 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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Suzy Lopez, CFP®

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 a CERTIFIED FINANCIAL PLANNER ™ professional 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!

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!

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.

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.

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, investment strategies, financial 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. He develops his expertise by consistently participating in learning on topics in our industry.

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

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Jeff Stanich, CFP®
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.

Jeff completed the Certificate in Financial Planning at Northwestern University. Jeff is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Uniform Investment Advisor Law (Series 65) license with Annex Wealth Management.

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

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.

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.

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.

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.

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.

Michelle Dobrenski

Client Operations Specialist

Michelle Dobrenski is a Client Operations Specialist at Annex Wealth Management.

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

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.

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.

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 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.

Ryan Lundeen, CFP®

Associate Wealth Manager

Ryan Lundeen is an Associate Wealth Manager at Annex Wealth Management.

Ryan has been in the financial services industry for the past eleven years. He has spent this time educating and assisting clients with their financial needs, wants, and wishes. He has had roles that ranged from responsibilities as account manager to various lending roles.

Ryan graduated from the University of Wisconsin-Oshkosh in 2008 with a Bachelor of Science degree in Psychology. Ryan is a CERTIFIED FINANCIAL PLANNER™.

Ryan lives in Waukesha with his wife Kieran. He enjoys staying active with outdoor activities that include golf, running, soccer, and bicycling. He is an avid sports fan and enjoys attending local Milwaukee Brewers, Bucks, and Packers games.

Cathy Lange

Compliance Specialist

Cathy Lange is a Compliance Specialist at Annex Wealth Management.

As Compliance Specialist, her responsibilities include the continuing development of all aspects of compliance, including review of marketing materials, internal audits and compliance with US Securities & Exchange Commission and related securities rules and regulations.

Cathy has over 25 years of experience in the investment industry, both working on relationships with clients and monitoring compliance. Before joining Annex, Cathy held positions at Strong Capital Management, Artisan Partners, U.S. Bancorp Fund Services and We Energies. She was most recently on the Voit & Company, LLC team that joined Annex in 2020.

Cathy earned a Bachelor of Business Administration with a minor in Finance from the University of Wisconsin – Milwaukee. She currently holds a series 65 securities license.

Cathy lives in New Berlin with her husband Jeff and spends her free time exercising, golfing and traveling.

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.

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.

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.

Cory Borcherdt

Client Service Manager

Cory Borcherdt is a Client Service Manager at Annex Wealth Management.

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

Cory has over 15 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, managing projects, and onboarding new hires.

Cory graduated in 2011 from the Milwaukee Area Technical College with an associate degree in Banking and Financial Services. In 2015, he graduated from the University of Wisconsin-Milwaukee with his bachelor’s degree in Finance and completed the Investment Management Certificate Program, a CFA Institute University Recognized Program.

Cory enjoys spending time with his son, golfing, film production, working out, and is also a gaming enthusiast.

Nikki Trudell

Client Service Manager

Nikki Trudell is a Client Service Manager at Annex Wealth Management.

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

Before Annex Wealth Management, Nikki was a Client Service Supervisor at Voit & Company, LLC. She also spent 12 years at HealthWorks Wellness Center as the Medical Billing Manager.

Nikki graduated from Mount Mary College and received her Bachelor’s degree in Early Childhood Education. She also studied abroad in Australia for a summer.

Nikki lives in Germantown with her husband Jeff. She enjoys fishing, camping, attending sporting events and spending time with family and friends.

Jenny Jesse

Financial Planning Specialist

Jenny Jesse is a Financial Planning Specialist on Annex Wealth Management’s Financial Planning Team.

As a Financial Planning Specialist, Jenny 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.

Jenny was an intern at Annex where her primary role was supporting the financial planning team. Prior to returning to Annex, she worked as a client service administrator at a registered investment advisor in the Chicago suburbs.

Jenny graduated from UW-Madison with a degree in Personal Finance and a certificate in entrepreneurship. She was an active member of the Wealth Management club during her time at UW. Jenny has passed the Certified Financial Planner™ exam and is working to complete the credential’s required professional experience.

Jenny enjoys baking, cheering on the Badgers, trying new local restaurants, and spending time with her cat, Olive.

Jessica Kuenstler

Office Administrator

Jessica Kuenstler is an Office Administrator at Annex Wealth Management’s Appleton Branch Office.

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

Before joining Annex, Jessica spent her last two years as a Sales Advisor for a local business. She also previously served as a Title Clerk and a Membership Coordinator at the local YMCA.

Jessica graduated from the University of Wisconsin Oshkosh with a Bachelor of Science degree in Communications Studies. Her main emphasis was in Organizational Communication.

In her free time, Jessica enjoys camping, going out on the boat, trying new foods, finding new shows to watch on Netflix, and spending time with not only friends and family, but her dog Jax too.

Trevor Nargis

Investment Management Specialist

Trevor is an Investment Management Specialist at Annex Wealth Management.

He executes the day-to-day implementation of model investment strategies, works alongside the Chief Investment Officer in managing client portfolios and researches investments managed by Annex Wealth Management. Trevor plays an integral role of liaison between the Wealth Managers, Client Service Managers, and the Investment Management team.

Trevor’s extensive background in the financial industry – including wealth management, financial reporting, and financial technology – informs his ability to keep clients first and help them reach their goals.

Trevor graduated summa cum laude from Concordia University – Wisconsin with a Bachelor of Science in Finance. While attending Concordia, Trevor served as President of the school’s Investment Club and was a member of the university’s Portfolio Management team.

Trevor is an avid Wisconsin sports fan.

Ryan Van Blarcom, MBA

Associate Wealth Manager

Ryan Van Blarcom is an Associate Wealth Manager at Annex Wealth Management.

Ryan has three 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.

Graduating from the University of Minnesota-Duluth, Ryan has a degree in Business Administration in Finance. In 2020, he graduated from the Capella University with his MBA.

Ryan is currently enjoying the city life and spending time with friends.

Amy Drewicz

Client Communication Liaison

Amy is a Client Communication Liaison for Annex Wealth Management.

With a wide variety of communication experiences in the professional and literary sectors, Amy takes pride in crafting content that is both relevant and engaging for readers. She continually works to improve the communications experience at Annex.

Amy graduated from the University of Wisconsin Oshkosh with a degree in English and previously worked with a small publishing press as an Editorial Assistant while simultaneously working in the corporate communications industry before joining the Annex Team.

She enjoys playing tennis and softball during the summer, reading, and writing whenever she can, and training for Spartan Races all year long. Amy is also looking forward to changing her name in a few short months after her and her fiancé, Joey, tie the knot!

Joseph Maller, CPA

Jacob Thomas, CPA

Amy Kiiskila, JD, CFP®, CPA, CLU®

Jill Martin, JD

Eric Strom, CFP®

Tom Berkholtz, CFP®

Jenny Jesse

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Derek V.W. Felske, CFA®

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Stephanie Emons

Brenda Doucas

Kathy Croak

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Linda Bork

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Keith Butler, JD

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Justin Lachowin

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David Fono

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