Rebecca Posig

Financial Planning Specialist
CFP®

Rebecca Posig is a Financial Planning Specialist at Annex Wealth Management.

As a Financial Planning Specialist, Rebecca 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.

Rebecca graduated from Carroll University with a Bachelor’s degree in Finance and is a CERTIFIED FINANCIAL PLANNER®.

Rebecca enjoys hiking, gardening, and thrifting.