MANAGING DIRECTORS & DIRECTORS

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

Denis Johnson
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

Jeff Daye, CFP®, CRPS®, RPA
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

Bjorn Sanders, CFP®
Wealth Manager

Jeff Stanich, Jr. CFP®
Wealth Manager

Mike Venturini
Wealth Manager

Patricia Tobin, CFP®
Wealth Manager

Randy Winkler, CFP®
Wealth Manager
ASSOCIATE WEALTH MANAGERS

Jake Knox
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 – 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

Cory Borcherdt
Client Service Manager

Troy Defenbaugh
Client Service Manager

Michelle Dobrenski
Client Operations Specialist

Ashley Edinger
Client Service Manager

Susan Felton
Client Operations Specialist

Carl Holzem
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

Andrea Schwenker
Client Service Manager

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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