MANAGING DIRECTORS & DIRECTORS
![Dave-Spano](https://annexwealth.com/wp-content/uploads/2022/06/Dave-Spano.png)
David Spano, CFP®
Chief Executive Officer
![Mark-Beck-500x500](https://annexwealth.com/wp-content/uploads/2022/05/Mark-Beck-500x500-1.png)
Mark Beck
Chief Growth Officer
![Brandon-Lehman-500x500](https://annexwealth.com/wp-content/uploads/2022/05/Brandon-Lehman-500x500-1.png)
Brandon Lehman, CFP®, AIF®
Director of Annex Private Client
![Jamie-McKnight-500x500](https://annexwealth.com/wp-content/uploads/2023/06/Jamie-McKnight-500x500-1.png)
Jamie McKnight, CWS
Director of Wealth Services
![Deanne-Phillips-2-500x500](https://annexwealth.com/wp-content/uploads/2022/08/Deanne-Phillips-2-500x500-1.png)
Deanne Phillips, CFP®, CDFA®, ABFPsm
Director of Client Learning & Development
![Jackie-Sklenar-500x500](https://annexwealth.com/wp-content/uploads/2022/07/Jackie-Sklenar-500x500-1.png)
Jackie Sklenar
Director of Client Engagement
BRANCH DIRECTORS
![Robert-Chastain-500x500](https://annexwealth.com/wp-content/uploads/2022/07/Robert-Chastain-500x500-2.png)
Robert Chastain
Branch Director, Naples Office
![Jeff-Daye-500x500](https://annexwealth.com/wp-content/uploads/2022/06/Jeff-Daye-500x500-1.png)
Jeff Daye, CFP®, CRPS®, RPA
Branch Director, Appleton Office
![Leesa-Gilliam-500x500](https://annexwealth.com/wp-content/uploads/2024/04/Leesa-Gilliam-500x500-1.png)
Leesa Gilliam, CTFA, CEPA®
Branch Director, Pfister Office
![Nik-Kibardin-500x500](https://annexwealth.com/wp-content/uploads/2022/05/Nik-Kibardin-500x500-1.png)
Nik Kibardin, MBA, CFP®
Branch Director, Lake Country Office
![Mark-Pent-500x500](https://annexwealth.com/wp-content/uploads/2022/10/Mark-Pent-500x500-1.png)
Mark Pent
Branch Director, Madison Office
![Ken-Symes-500x500](https://annexwealth.com/wp-content/uploads/2022/08/Ken-Symes-500x500-1.png)
Ken Symes
Branch Director, Mequon Office
WEALTH MANAGERS
![Brandon-Arps-500x500](https://annexwealth.com/wp-content/uploads/2022/08/Brandon-Arps-500x500-1.png)
Brandon Arps, CFP®
Wealth Manager
![Amy-Bremmer-500x500](https://annexwealth.com/wp-content/uploads/2022/06/Amy-Bremmer-500x500-1.png)
Amy Bremmer, MBA, CFP®
Wealth Manager
![Keith-Butler-500x500](https://annexwealth.com/wp-content/uploads/2022/07/Keith-Butler-500x500-1.png)
Keith Butler, JD
Wealth Manager
![Fred-Coleman-500x500](https://annexwealth.com/wp-content/uploads/2022/12/Fred-Coleman-500x500-1.png)
Fred Coleman, CFP®
Wealth Manager
![Andy-Eichel-500x500](https://annexwealth.com/wp-content/uploads/2023/11/Andy-Eichel-500x500-1.png)
Andy Eichel
Wealth Manager
![David-Fisher-500x500](https://annexwealth.com/wp-content/uploads/2022/12/David-Fisher-500x500-1.png)
David Fisher
Wealth Manager
![Michael-Kirk-500x500](https://annexwealth.com/wp-content/uploads/2023/05/Michael-Kirk-500x500-1.png)
Michael Kirk
Wealth Manager
![Matthew-Krenke-500x500](https://annexwealth.com/wp-content/uploads/2022/08/Matthew-Krenke-500x500-1.png)
Matthew Krenke, CFP®, CHFC®, CASL®
Wealth Manager
![Sarah-Kyle-500x500](https://annexwealth.com/wp-content/uploads/2022/05/Sarah-Kyle-500x500-1.png)
Sarah Kyle
Wealth Manager
![Suzy-Lopez-500x500](https://annexwealth.com/wp-content/uploads/2022/07/Suzy-Lopez-500x500-1.png)
Suzy Lopez, CFP®
Wealth Manager
![Mike-Murtos-500x500](https://annexwealth.com/wp-content/uploads/2022/08/Mike-Murtos-500x500-1.png)
Michael Murtos, CFP®
Wealth Manager
![Mike-Mihm-500x500](https://annexwealth.com/wp-content/uploads/2022/06/Mike-Mihm-500x500-1.png)
Michael J. Mihm, CHFC®, CLU®
Senior Wealth Manager
![Adam-Ruhland-500x500](https://annexwealth.com/wp-content/uploads/2022/08/Adam-Ruhland-500x500-1.png)
Adam Ruhland
Wealth Manager
![Bjorn-Sanders-500x500](https://annexwealth.com/wp-content/uploads/2022/08/Bjorn-Sanders-500x500-1.png)
Bjorn Sanders, CFP®
Wealth Manager
![Jeff-Stanich 500x500](https://annexwealth.com/wp-content/uploads/2022/12/Jeff-Stanich-500x500-1.png)
Jeff Stanich, Jr. CFP®
Wealth Manager/Manager of Annex Ignite®
![Kyle-Svetlik-500x500](https://annexwealth.com/wp-content/uploads/2023/05/Kyle-Svetlik-500x500-1.png)
Kyle Svetlik
Wealth Manager
![Patty-Tobin-500x500](https://annexwealth.com/wp-content/uploads/2022/08/Patty-Tobin-500x500-1.png)
Patricia Tobin, CFP®
Wealth Manager
![Ryan-Van-Blarcom-500x500](https://annexwealth.com/wp-content/uploads/2022/03/Ryan-Van-Blarcom-500x500-1.png)
Ryan Van Blarcom, MBA
Wealth Manager
![Mike-Venturini-500x500](https://annexwealth.com/wp-content/uploads/2022/08/Mike-Venturini-500x500-1.png)
Mike Venturini
Wealth Manager
![Gregory-Vidmar-500x500](https://annexwealth.com/wp-content/uploads/2022/08/Gregory-Vidmar-500x500-1.png)
Gregory Vidmar, CFP®
Wealth Manager
ASSOCIATE WEALTH MANAGERS & WEALTH MANAGEMENT ASSISTANTS
![Austin Grandinetti 500x500](https://annexwealth.com/wp-content/uploads/2024/07/Austin-Grandinetti-500x500-1.png)
Austin Grandinetti, CFP®
Associate Wealth Manager
![Kent-Halleen-500x500](https://annexwealth.com/wp-content/uploads/2023/01/Kent-Halleen-500x500-1.png)
Kent Halleen
Associate Wealth Manager
![Jake-Knox-500x500](https://annexwealth.com/wp-content/uploads/2022/06/Jake-Knox-500x500-1.png)
Jake Knox
Associate Wealth Manager
![Jacob-Rabay-500x500](https://annexwealth.com/wp-content/uploads/2022/11/Jacob-Rabay-500x500-1.png)
Jake Rabay
Associate Wealth Manager
![Kevin-Trecek-500x500](https://annexwealth.com/wp-content/uploads/2023/07/Kevin-Trecek-500x500-1.png)
Kevin Trecek
Associate Wealth Manager
![Mitch-Vanden-Heuvel-500x500](https://annexwealth.com/wp-content/uploads/2023/04/Mitch-Vanden-Heuvel-500x500-1.png)
Mitch Vanden Heuvel
Associate Wealth Manager
![Logan-Kepler-500x500](https://annexwealth.com/wp-content/uploads/2023/03/Logan-Kepler-500x500-1.png)
Logan Kepler
Wealth Management Assistant
![Brady-Michaelis-500x500](https://annexwealth.com/wp-content/uploads/2023/03/Brady-Michaelis-500x500-1.png)
Brady Michaelis
Wealth Management Assistant
![Kaylee-Urbanek-500x500](https://annexwealth.com/wp-content/uploads/2023/07/Kaylee-Urbanek-500x500-1.png)
Kaylee Urbanek
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
![Stephanie-Emons-500x500](https://annexwealth.com/wp-content/uploads/2022/11/Stephanie-Emons-500x500-1.png)
Stephanie Emons
Manager, Client Service & Operations Team
![Kathy-Croak-500x500](https://annexwealth.com/wp-content/uploads/2022/11/Kathy-Croak-500x500-1.gif)
Kathy Croak
Supervisor – Client Service
![Heather-Litt-500x500](https://annexwealth.com/wp-content/uploads/2022/02/Heather-Litt-500x500-2.jpg)
Heather Shutta
Supervisor – Client Service
![Erin-Chop-500x500](https://annexwealth.com/wp-content/uploads/2022/08/Erin-Chop-500x500-1.png)
Erin Chop
Lead Client Service Manager
![Melissa-Montguire-500x500](https://annexwealth.com/wp-content/uploads/2022/07/Melissa-Montguire-500x500-1.png)
Melissa Montguire
Lead Client Service Manager
![Shannan-Bowers-500x500](https://annexwealth.com/wp-content/uploads/2023/12/Shannan-Bowers-500x500-1.png)
Shannan Bowers
Client Service Manager
![Josh-Cole-500x500](https://annexwealth.com/wp-content/uploads/2023/03/Josh-Cole-500x500-1.png)
Josh Cole
Client Service Manager
![Juliana-Da-Costa-500x500](https://annexwealth.com/wp-content/uploads/2023/02/Juliana-Da-Costa-500x500-1.png)
Juliana Da Costa
Client Service Manager
![Troy-Defenbaugh-500x500](https://annexwealth.com/wp-content/uploads/2022/11/Troy-Defenbaugh-500x500-1.png)
Troy Defenbaugh
Client Service Manager
![Michael-Flasch-500x500](https://annexwealth.com/wp-content/uploads/2023/01/Michael-Flasch-500x500-1.png)
Michael Flasch
Client Service Manager
![Nellie Gaecke 500x500](https://annexwealth.com/wp-content/uploads/2023/12/Nellie-Gaecke-500x500-1.png)
Nellie Gaecke
Client Service Manager
![Jacob-Galante-500x500](https://annexwealth.com/wp-content/uploads/2022/08/Jacob-Galante-500x500-1.png)
Jacob Galante
Client Service Manager
![500x500](https://annexwealth.com/wp-content/uploads/2022/06/500x500.png)
Carl Holzem
Client Service Manager
![Shannon-Jarvis-500x500](https://annexwealth.com/wp-content/uploads/2022/09/Shannon-Jarvis-500x500-1.png)
Shannon Jarvis
Client Service Manager
![Laura-Kelley-500x500](https://annexwealth.com/wp-content/uploads/2023/05/Laura-Kelley-500x500-1.png)
Laura Kelley
Client Service Manager
![Sherry-MacGregor 500x500](https://annexwealth.com/wp-content/uploads/2023/12/Sherry-MacGregor-500x500-1.png)
Sherry MacGregor
Client Service Manager
![Amanda-Ploetz-500x500](https://annexwealth.com/wp-content/uploads/2023/06/Amanda-Ploetz-500x500-1.png)
Amanda Ploetz
Client Service Manager
![Tarun-Poonacha-500x500(2)](https://annexwealth.com/wp-content/uploads/2024/03/Tarun-Poonacha-500x5002-1.png)
Tarun Poonacha
Client Service Manager
![Tyler-Quinn-500x500](https://annexwealth.com/wp-content/uploads/2022/03/Tyler-Quinn-500x500-1.jpg)
Tyler Quinn
Client Service Manager
![Elias-Rico-500x500](https://annexwealth.com/wp-content/uploads/2023/04/Elias-Rico-500x500-1.png)
Elias Rico
Client Service Manager
![Megan-Salb 500x500](https://annexwealth.com/wp-content/uploads/2022/08/Megan-Salb-500x500-1.png)
Megan Salb
Client Service Manager
![Erin-Sanderson-500x500](https://annexwealth.com/wp-content/uploads/2022/11/Erin-Sanderson-500x500-1.gif)
Erin Sanderson
Client Service Manager
![Ashley-Schubert-500x500](https://annexwealth.com/wp-content/uploads/2022/07/Ashley-Schubert-500x500-1.png)
Ashley Schubert
Client Service Manager
![Andrea-Schwenker-500x500](https://annexwealth.com/wp-content/uploads/2022/11/Andrea-Schwenker-500x500-1.gif)
Andrea Schwenker
Client Service Manager
![Sarah-Seefeldt-500x500](https://annexwealth.com/wp-content/uploads/2023/12/Sarah-Seefeldt-500x500-1.png)
Sarah Seefeldt
Client Service Manager
![Brittany-Seemuth-500x500](https://annexwealth.com/wp-content/uploads/2022/12/Brittany-Seemuth-500x500-1.png)
Brittany Seemuth
Client Service Manager
![Sam Streator 500x500](https://annexwealth.com/wp-content/uploads/2024/07/Sam-Streator-500x500-1.png)
Sam Streator
Client Service Manager
![Eric-Thompson 500x500](https://annexwealth.com/wp-content/uploads/2022/07/Eric-Thompson-500x500-1.png)
Eric Thompson
Client Service Manager
![Austin Vande Slunt 500x500](https://annexwealth.com/wp-content/uploads/2024/07/Austin-Vande-Slunt-500x500-1.png)
Austin Vande Slunt
Client Service Manager
CLIENT OPERATIONS SPECIALISTS
![Brian-Bartholomew-500x500](https://annexwealth.com/wp-content/uploads/2022/10/Brian-Bartholomew-500x500-1.png)
Brian Bartholomew
Supervisor – Client Operations & Client Service Manager
![Melanie-Funk-500x500](https://annexwealth.com/wp-content/uploads/2022/08/Melanie-Funk-500x500-1.png)
Melanie Funk
Lead Client Operations Specialist
![Rebecca-Camann-500x500](https://annexwealth.com/wp-content/uploads/2023/03/Rebecca-Camann-500x500-1.png)
Becca Camann
Client Operations Specialist
![Terry-Conner 500x500](https://annexwealth.com/wp-content/uploads/2022/07/Terry-Conner-500x500-1.png)
Terry Conner
Client Operations Specialist
![Michelle-Dobrenski-500x500](https://annexwealth.com/wp-content/uploads/2022/03/Michelle-Dobrenski-500x500-1.png)
Michelle Dobrenski
Client Operations Specialist
![Susan Felton 500x500](https://annexwealth.com/wp-content/uploads/2022/05/Susan-Felton-500x500-1.png)
Susan Felton
Client Operations Specialist
![Maighread-Peterson-500x500](https://annexwealth.com/wp-content/uploads/2023/01/Maighread-Peterson-500x500-1.png)
Maighread Peterson
Client Operations Specialist
![Angela-Wingo-500x500](https://annexwealth.com/wp-content/uploads/2022/02/Angela-Wingo-500x500-1.jpg)
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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