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®

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

Nick Kavelaris

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

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

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

Avery Corey-Dickinson

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

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

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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