MANAGING DIRECTORS & DIRECTORS
David Spano, CFP®
President, CEO
Mark Beck
Chief Growth Officer
Brandon Lehman, CFP®, AIF®
Director of Annex Private Client
Jamie McKnight, CWS
Director of Wealth Services
Deanne Phillips, CFP®, CDFA®, ABFPsm
Director of Client Learning & Development
Jackie Sklenar
Director of Client Engagement
BRANCH DIRECTORS
Robert Chastain
Branch Director, Naples Office
Jeff Daye, CFP®, CRPS®, RPA
Branch Director, Appleton Office
Leesa Gilliam, CTFA, CEPA®
Branch Director, Pfister Office
Nik Kibardin, MBA, CFP®
Branch Director, Lake Country Office
Mark Pent
Branch Director, Madison Office
Ken Symes
Branch Director, Mequon Office
WEALTH MANAGERS
Brandon Arps, CFP®
Wealth Manager
Amy Bremmer, MBA, CFP®
Wealth Manager
Keith Butler, JD
Wealth Manager
Fred Coleman, CFP®
Wealth Manager
Andy Eichel
Wealth Manager
David Fisher
Wealth Manager
Michael Kirk
Wealth Manager
Matthew Krenke, CFP®, CHFC®, CASL®
Wealth Manager
Sarah Kyle
Wealth Manager
Suzy Lopez, CFP®
Wealth Manager
Michael Murtos, CFP®
Wealth Manager
Michael J. Mihm, CHFC®, CLU®
Senior Wealth Manager
Janessa Price, RICP®
Wealth Manager
Adam Ruhland
Wealth Manager
Bjorn Sanders, CFP®
Wealth Manager
Jeff Stanich, Jr. CFP®
Wealth Manager/Manager of Annex Ignite®
Kyle Svetlik
Wealth Manager
Patricia Tobin, CFP®
Wealth Manager
Ryan Van Blarcom, MBA
Wealth Manager
Mike Venturini
Wealth Manager
Gregory Vidmar
Wealth Manager
ASSOCIATE WEALTH MANAGERS & WEALTH MANAGEMENT ASSISTANTS
Kent Halleen
Associate Wealth Manager
Jake Knox
Associate Wealth Manager
Jake Rabay
Associate Wealth Manager
Kevin Trecek
Associate Wealth Manager
Mitch Vanden Heuvel
Associate Wealth Manager
Logan Kepler
Wealth Management Assistant
Brady Michaelis
Wealth Management Assistant
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
Manager, Client Service & Operations Team
Kathy Croak
Supervisor – Client Service
Melissa Montguire
Lead Client Service Manager
Heather Shutta
Lead Client Service Manager
Shannan Bowers
Client Service Manager
Erin Chop
Client Service Manager
Josh Cole
Client Service Manager
Juliana Da Costa
Client Service Manager
Troy Defenbaugh
Client Service Manager
Michael Flasch
Client Service Manager
Nellie Gaecke
Client Service Manager
Jacob Galante
Client Service Manager
Carl Holzem
Client Service Manager
Shannon Jarvis
Client Service Manager
Laura Kelley
Client Service Manager
Dylan Lyons
Client Service Manager
Sherry MacGregor
Client Service Manager
Amanda Ploetz
Client Service Manager
Tarun Poonacha
Client Service Manager
Tyler Quinn
Client Service Manager
Elias Rico
Client Service Manager
Megan Salb
Client Service Manager
Erin Sanderson
Client Service Manager
Ashley Schubert
Client Service Manager
Andrea Schwenker
Client Service Manager
Sarah Seefeldt
Client Service Manager
Brittany Seemuth
Client Service Manager
Eric Thompson
Client Service Manager
Jacob Vander Galien
Client Service Manager
CLIENT OPERATIONS SPECIALISTS
Brian Bartholomew
Supervisor – Client Operations & Client Service Manager
Becca Camann
Client Operations Specialist
Terry Conner
Client Operations Specialist
Michelle Dobrenski
Client Operations Specialist
Susan Felton
Client Operations Specialist
Melanie Funk
Client Operations Specialist
Maighread Peterson
Client Operations Specialist
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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