MANAGING DIRECTORS & DIRECTORS
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David Spano, CFP®
Chief Executive Officer
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Mark Beck
Chief Growth Officer
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Brandon Lehman, CFP®, AIF®
Director of Annex Private Client
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Deanne Phillips, CFP®, CDFA®, ABFPsm
Director of Client Learning & Development
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Jackie Sklenar
Director of Client Engagement
BRANCH DIRECTORS
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Jeff Daye, CFP®, CRPS®, RPA
Branch Director, Appleton Office
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Leesa Gilliam, CTFA, CEPA®
Branch Director, Pfister Office
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Nik Kibardin, MBA, CFP®
Branch Director, Lake Country Office
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Mark Pent
Branch Director, Madison Office
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Jeff Stanich, Jr. CFP®
Branch Director, Libertyville Office
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Ken Symes
Branch Director, Mequon Office
WEALTH MANAGERS
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Brandon Arps, CFP®
Wealth Manager
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Amy Bremmer, MBA, CFP®
Wealth Manager
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Keith Butler, JD
Wealth Manager
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Chase Claussen, ChFC®
Wealth Manager
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Fred Coleman, CFP®
Wealth Manager
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Andy Eichel
Wealth Manager
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David Fisher
Wealth Manager
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Austin Grandinetti, CFP®
Wealth Manager
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Michael Kirk, CFP®
Wealth Manager & Associate Director of Growth
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Jake Knox
Wealth Manager
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Matthew Krenke, CFP®, CHFC®, CASL®
Wealth Manager
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Sarah Kyle
Wealth Manager
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Suzy Lopez, CFP®
Wealth Manager
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Allison Moeschberger, CFP®
Wealth Manager
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Michael Murtos, CFP®
Wealth Manager
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Michael J. Mihm, CHFC®, CLU®
Senior Wealth Manager
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Adam Ruhland
Wealth Manager
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Bjorn Sanders, CFP®
Wealth Manager
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Patrick J. Sheehy, WMSsm
Wealth Manager
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Kyle Svetlik
Wealth Manager
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Patricia Tobin, CFP®
Wealth Manager
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Ryan Van Blarcom, MBA, CFP®
Wealth Manager/Manager of Ignite®
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Mike Venturini
Wealth Manager
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Gregory Vidmar, CFP®
Wealth Manager
ASSOCIATE WEALTH MANAGERS & WEALTH MANAGEMENT ASSISTANTS
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Kent Halleen
Associate Wealth Manager
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Logan Kepler
Associate Wealth Manager
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Brady Michaelis
Associate Wealth Manager
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Kevin Trecek
Associate Wealth Manager
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Nolan McIntyre
Wealth Management Assistant
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Drew Powell
Wealth Management Assistant
What You Get
- Maintains an ongoing, collaborative relationship
- Understands your unique situation and coordinates team efforts in ongoing planning
- Conducts review meetings
- Oversees proper planning, implementation and monitoring
CLIENT SERVICE MANAGERS
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Stephanie Emons
Manager, Client Service & Operations Team
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Kathy Croak
Supervisor – Client Service
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Melissa Montguire
Supervisor – Client Service
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Heather Shutta
Supervisor – Client Service
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Erin Chop
Lead Client Service Manager
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Amanda Ploetz
Lead Client Service Manager
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Shannan Bowers
Client Service Manager
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Sami Christiansen
Client Service Manager
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Juliana Da Costa
Client Service Manager
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Troy Defenbaugh
Client Service Manager
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Michael Flasch
Client Service Manager
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Nellie Gaecke
Client Service Manager
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Jacob Galante
Client Service Manager
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Carl Holzem
Client Service Manager
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Shannon Jarvis
Client Service Manager
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Jess Jashinsky
Client Service Manager
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Laura Kelley
Client Service Manager
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Sherry MacGregor
Client Service Manager
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Thomas Phillipsen
Client Service Manager
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Tarun Poonacha
Client Service Manager
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Tyler Quinn
Client Service Manager
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Elias Rico
Client Service Manager
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Megan Salb
Client Service Manager
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Erin Sanderson
Client Service Manager
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Andrea Schwenker
Client Service Manager
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Sarah Seefeldt
Client Service Manager
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Brittany Seemuth
Client Service Manager
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Sam Streator
Client Service Manager
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Eric Thompson
Client Service Manager
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Austin Vande Slunt
Client Service Manager
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Jacob Vander Galien
Client Service Manager
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Brandon Willis
Client Service Manager
CLIENT OPERATIONS SPECIALISTS
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Brian Bartholomew
Manager of Client Operations
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Melanie Funk
Lead Client Operations Specialist
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Becca Camann
Client Operations Specialist
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Terry Conner
Client Operations Specialist
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Michelle Dobrenski
Client Operations Specialist
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Susan Felton
Client Operations Specialist
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Maighread Peterson
Client Operations Specialist
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Angela Wingo
Client Operations Specialist
What You Get
- Prepare and schedule reviews
- Manage daily service requests and inquiries
- Maintain records
- Manage outgoing communications
DISCLAIMER: Annex Wealth Management is not a law firm and our employees are not acting as your attorney. We do not provide legal advice or draft legal documents. The information contained on this site is general and should not be construed or used as a substitute for legal advice. The law differs in each legal jurisdiction and may be interpreted or applied differently depending on your location or unique situation. You are encouraged to consult with your attorney for legal advice and services.
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