EXECUTIVE TEAM
![Dave-Spano](https://annexwealth.com/wp-content/uploads/2022/06/Dave-Spano.png)
David Spano, CFP®
Chief Executive Officer
![jeff pierce](https://annexwealth.com/wp-content/uploads/2024/06/jeff-pierce.png)
Jeff Pierce
President, Chief Operating Officer
![Naomi-Ackley-500x500](https://annexwealth.com/wp-content/uploads/2022/03/Naomi-Ackley-500x500-1.jpg)
Naomi Ackley, CSCP
Chief Compliance Officer
![Derek-Felske-500x500](https://annexwealth.com/wp-content/uploads/2022/07/Derek-Felske-500x500-1.png)
Derek V.W. Felske, CFA®
Chief Investment Officer
![Mark-Beck-500x500](https://annexwealth.com/wp-content/uploads/2022/05/Mark-Beck-500x500-1.png)
Mark Beck
Chief Growth Officer
![Brian-Jacobsen-500x500](https://annexwealth.com/wp-content/uploads/2023/05/Brian-Jacobsen-500x500-1.png)
Brian Jacobsen, PhD, JD, CFA®, CFP®, CAIA, CBE
Chief Economist
![Kristin-Reilly-500x500](https://annexwealth.com/wp-content/uploads/2023/08/Kristin-Reilly-500x500-1.png)
Kristin Reilly, MBA, CPA
Chief Financial Officer
![Todd-Voit-500x500](https://annexwealth.com/wp-content/uploads/2023/04/Todd-Voit-500x500-1.png)
Todd Voit, PhD
Chief Investment Strategist
![Greg-Batiansila-500x500](https://annexwealth.com/wp-content/uploads/2022/04/Greg-Batiansila-500x500-1.png)
Greg Batiansila
Managing Director of Marketing
![Steve-Dryer-500x500](https://annexwealth.com/wp-content/uploads/2022/07/Steve-Dryer-500x500-1.png)
Steve Dryer, MBA
Managing Director of Operations
EXECUTIVE SUPPORT
![Josh-Hoisington-500x500](https://annexwealth.com/wp-content/uploads/2023/06/Josh-Hoisington-500x500-1.png)
Josh Hoisington
Executive Liaison
![Cathy-Roenspies-500x500](https://annexwealth.com/wp-content/uploads/2023/01/Cathy-Roenspies-500x500-1.png)
Cathy Roenspies
Executive Assistant – Chief Growth Officer
COMPLIANCE
![John-Thompson-500x500](https://annexwealth.com/wp-content/uploads/2022/04/John-Thompson-500x500-1.png)
John Thompson
Senior Compliance Specialist
![Nikki-Trudell-500x500](https://annexwealth.com/wp-content/uploads/2022/12/Nikki-Trudell-500x500-1.png)
Nikki Trudell
Compliance Specialist
![Simon-Rech-500x500](https://annexwealth.com/wp-content/uploads/2022/12/Simon-Rech-500x500-1.png)
Simon Rech
Compliance Specialist
HUMAN RESOURCES
![Ondine-Wallinger-500x500](https://annexwealth.com/wp-content/uploads/2022/05/Ondine-Wallinger-500x500-1.png)
Ondine Wallinger, SPHR®
Director of Human Resources
INFORMATION TECHNOLOGY
![Jim-Blahnik-500x500](https://annexwealth.com/wp-content/uploads/2023/02/Jim-Blahnik-500x500-1.png)
Jim Blahnik
Director of IT
![Ross-Hoffman-500x500](https://annexwealth.com/wp-content/uploads/2024/03/Ross-Hoffman-500x500-1.png)
Ross Hoffmann
IT Systems Manager
ANALYTICS
![Jack-Hauser-500x500](https://annexwealth.com/wp-content/uploads/2022/04/Jack-Hauser-500x500-1.png)
Jack Hauser, CFP®
Project & Data Analytics Manager
![Noi-Sayaovong-500x500](https://annexwealth.com/wp-content/uploads/2022/08/Noi-Sayaovong-500x500-1.png)
Noi Sayaovong
Project & Data Analytics Specialist
![David-Fono-500x500](https://annexwealth.com/wp-content/uploads/2022/12/David-Fono-500x500-1.png)
David Fono
Project & Data Analytics Specialist
![Jonathan-Friedl-500x500](https://annexwealth.com/wp-content/uploads/2023/01/Jonathan-Friedl-500x500-1.png)
Jonathan Friedl
Salesforce Administrator
OFFICE ADMINISTRATORS
![Brenda-Doucas-500x500](https://annexwealth.com/wp-content/uploads/2022/04/Brenda-Doucas-500x500-1.png)
Brenda Doucas
Administrative Coordinator
![Tirzah-Cook-500x500](https://annexwealth.com/wp-content/uploads/2022/08/Tirzah-Cook-500x500-1.png)
Tirzah Cook
Administrative Assistant
![Linda-Bork-500x500](https://annexwealth.com/wp-content/uploads/2022/12/Linda-Bork-500x500-1.png)
Linda Bork
Office Administrator
![Kristen-Fagan-500x500](https://annexwealth.com/wp-content/uploads/2022/09/Kristen-Fagan-500x500-1.png)
Kristen Fagan
Office Administrator
![Elliot-Jones-500x500](https://annexwealth.com/wp-content/uploads/2023/09/Elliot-Jones-500x500-1.png)
Elliot Jones
Office Administrator
![Bailey-Kolinski-500x500](https://annexwealth.com/wp-content/uploads/2023/03/Bailey-Kolinski-500x500-1.png)
Bailey Kolinski
Office Administrator
![Maya-VanderSchaaf 500x500](https://annexwealth.com/wp-content/uploads/2023/11/Maya-VanderSchaaf-500x500-1.png)
Maya VanderSchaaf
Office Administrator
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