BRANCH DIRECTORS – WEALTH MANAGERS – ASSOCIATE WEALTH MANAGERS

 

Mark Beck

Managing Director of Wealth Management Services 

Brandon Arps, CFP®

Wealth Manager

David G. Batten, CFP®, CIMA®, CRPS®

Wealth Manager

Amy Bremmer, MBA, CFP®

Wealth Manager

Keith Butler, JD

Wealth Manager

Jason Ganiere, CFP®

Wealth Manager

Denis Johnson

Branch Director, Appleton Office

Amy Kiiskila, JD, CFP®, CPA, CLU®

Wealth Manager

Matthew Krenke, CFP®, CHFC®, CASL®

Wealth Manager

Rick Kula, CFP®

Wealth Manager

Brandon Lehman, CFP®

Director of Branch Development

Suzy Lopez, CFP®

Wealth Manager

Ryan Lundeen, CFP®

Associate Wealth Manager

Michael J. Mihm, CHFC®, CLU®

Branch Director, Pfister Office

Michael Murtos, CFP®

Wealth Manager

Mark Pent

Branch Director, Madison Office

Deanne Phillips, CFP®, CDFA®, ABFPsm

Director of Client Learning & Development

Jackie Sklenar

Director of Client Engagement

Jeff Stanich, Jr. CFP®

Wealth Manager

Mark Strey, CFP®, CMFC®

Wealth Manager

Ryan Van Blarcom, MBA

Associate Wealth Manager

Ken Symes

Branch Director, Mequon Office

Patricia Tobin, CFP®

Wealth Manager

Mike Venturini

Wealth Manager

Gregory Vidmar

Associate Wealth Manager

Randy Winkler, CFP®

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 – CLIENT OPERATION SPECIALISTS 

Stephanie Emons

Manager, Client Service & Operations Team

Kathy Croak

Lead Client Service Manager

Heather Litt

Lead Client Service Manager

Brian Bartholomew

Client Service Manager & Lead Client Operations Specialist

Jill Ackerman

Client Service Manager

Cory Borcherdt

Client Service Manager

Troy Defenbaugh

Client Service Manager

Michelle Dobrenski

Client Operations Specialist

Susan Felton

Client Service Manager

Becky Fink

Client Service Manager

Sandra Hanson

Client Operations Specialist

Sarah Johnson

Client Service Manager

Dylan Lyons

Client Service Manager

Melissa Montguire

Client Service Manager

Amanda Ploetz

Client Service Manager

Megan Salb

Client Service Manager

Ashley Edinger

Client Service Manager

Andrea Schwenker

Client Service Manager

Maddison Warde

Client Operations Specialist

Angela Wingo

Client Service Manager

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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