MANAGING DIRECTORS & DIRECTORS

 

David Spano, CFP®

President, CEO

Mark Beck

Managing Director of Wealth Management Services

Brandon Lehman, CFP®, AIF®

Director of Branch Development

Jackie Sklenar

Director of Client Engagement

Deanne Phillips, CFP®, CDFA®, ABFPsm

Director of Client Learning & Development

BRANCH DIRECTORS

 

Robert Chastain

Branch Director, Naples Office

Jeff Daye, CFP®, CRPS®, RPA

Branch Director, Appleton Office

Michael J. Mihm, CHFC®, CLU®

Branch Director, Pfister Office

Mark Pent

Branch Director, Madison Office

Ken Symes

Branch Director, Mequon Office

WEALTH MANAGERS

 

Brandon Arps, CFP®

Wealth Manager

David G. Batten, CFP®, CIMA®, CRPS®

Wealth Manager

Amy Bremmer, MBA, CFP®

Wealth Manager

Keith Butler, JD

Wealth Manager

Denis Johnson

Wealth Manager

Nik Kibardin, MBA

Wealth Manager

Matthew Krenke, CFP®, CHFC®, CASL®

Wealth Manager

Sarah Kyle

Wealth Manager

Suzy Lopez, CFP®

Wealth Manager

Ryan Lundeen, CFP®

Wealth Manager

Michael Murtos, CFP®

Wealth Manager

Adam Ruhland

Wealth Manager

Bjorn Sanders, CFP®

Wealth Manager

Jeff Stanich, Jr. CFP®

Wealth Manager

Mike Venturini

Wealth Manager

Patricia Tobin, CFP®

Wealth Manager

ASSOCIATE WEALTH MANAGERS

 

Jake Knox

Associate Wealth Manager

Jacob Rabay

Associate Wealth Manager

Ryan Van Blarcom, MBA

Associate Wealth Manager

Gregory Vidmar

Associate Wealth Manager

What You Get

At Annex Wealth Management, your Wealth Manager is a dedicated strategist responsible for coordinating the Annex team of specialists according to your wealth management needs.
  • 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

Stephanie Emons

Manager, Client Service & Operations Team

Kathy Croak

Lead Client Service Manager

Heather Shutta

Lead Client Service Manager

Erin Chop

Client Service Manager

Troy Defenbaugh

Client Service Manager

Jacob Galante

Client Service Manager

Adam Gock

Client Service Manager

Carl Holzem

Client Service Manager

Shannon Jarvis

Client Service Manager

Sarah Johnson

Client Service Manager

Dylan Lyons

Client Service Manager

Melissa Montguire

Client Service Manager

Amanda Ploetz

Client Service Manager

Tyler Quinn

Client Service Manager

Megan Salb

Client Service Manager

Erin Sanderson

Client Service Manager

Ashley Schubert

Client Service Manager

Andrea Schwenker

Client Service Manager

Eric Thompson

Client Service Manager

Jacob Vander Galien

Client Service Manager

Angela Wingo

Client Service Manager

CLIENT OPERATIONS SPECIALISTS

Brian Bartholomew

Supervisor – Client Operations & Client Service Manager

Terry Conner

Client Operations Specialist

Michelle Dobrenski

Client Operations Specialist

Susan Felton

Client Operations Specialist

Melanie Funk

Client Operations Specialist

What You Get

Your Client Service Manager serves as your primary point of contact for all service-related needs.
  • Prepare and schedule reviews
  • Manage daily service requests and inquiries
  • Maintain records
  • Manage outgoing communications

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