Before Annex Wealth Management, Tania worked in the tax and financial industries for over four years. She lives in Wauwatosa and enjoys biking, hiking, yoga, and hanging out with her two teenagers, Kelsey and Landon. Before Annex Wealth Management, Kristen worked as a custom cake decorator at Sendiks in Mequon. Juliana Da Costa is a Client Service Manager at Annex Wealth Management. Cathy earned a Bachelor of Business Administration with a minor in Finance from the University of Wisconsin Milwaukee. Jessica graduated from the University of Wisconsin Oshkosh with a Bachelor of Science degree in Communications Studies. Ashley Schubert is a Client Service Manager at Annex Wealth Management. Human Resources Management Quiz; 1. cblm-participate-in-workplace-communication; Humres - Happy; . After decades of planning and preparation, Annex Wealth Management has established a way of doing business that promises the same warm, personal, one-on-one interaction to all clients. Brookfield, Wisconsin, United States. Jenny enjoys baking, cheering on the Badgers, trying new local restaurants, and spending time with her cat, Olive. In her personal time, she can be found enjoying the family cottage in northern Wisconsin, watching her nephews in colligate sports, biking, walking, and anything that has to do with family and being outdoors. He holds a Uniform Investment Advisor Law (Series 65) license with Annex Wealth Management. 1. Eric is a proud father and enjoys spending time with family. Prior to working at Annex Wealth Management, Jake worked at US Bank in the business lending department. Wealth managers conduct initial portfolio reviews with prospects and clients to determine or validate current investment objectives; prepare recommendations of appropriate investment models and allocations developed by Annex Wealth Managements Central Planning department; and engages in business development to deliver results. By entering you certify you are a resident of one of those states. As Branch Director, Robert is responsible for the growth and stability of the Naples branch. Matthew Krenke is a Wealth Manager at Annex Wealth Management. Naomi lives in Waukesha with her husband Glen and enjoys spending time with friends and family. Our investment team is focused on quality control, risk variation monitoring, consideration of current holdings performance and potential investment opportunities. She takes pride in her work, thrives when helping others, and delights in building meaningful relationships. Jason enjoys fishing, skiing and cheering on his daughters sporting events and also serves as a law enforcement officer. Team Analytics Specialist at Annex Wealth Management. As a Client Service Manager, Leonardo assists with all service-related needs of Annex Wealth Management clients. Jackie has over 30 years of financial services experience working directly with clients and advisors. Brady enjoys working on cars, riding his motorcycle, snowmobiling, and spending time with friends and family. Felske is the Chief Investment Officer at Annex Wealth Management. As Project & Data Analytics Specialist, Dave curates and interprets Annex Wealth Management business and client data in order to improve key workflows and spot opportunities to try innovative new methodologies and improve analytical procedures. She currently holds a series 65 securities license. As a trader, Nick executes the day-to-day implementation of model investment strategies on behalf of the Investment Committee. As 401(k) Relationship Manager, Martha will be managing client relations; day to day questions, follow up, providing education and participant consultation. In her spare time, she enjoys traveling and spending time with friends and family. Annex Wealth Management LLC. Elm Grove. She has been recognized as a company leader in Client Service. Jacob attended the University of Wisconsin-Waukesha for the first two years of his college years and an associate degree. Adam Ruhland is a Wealth Manager at Annex Wealth Management. She also earned her MS in International Business and Financial Services Marketing from UW-Madison. Jill started her career as an attorney in private practice advising clients on estate planning, tax, real estate and corporate law. Michael also works closely with our Wealth Managers and Client Service Managers to connect Annexs investment strategy with our clients holistic financial plan. Before Annex Wealth Management, Stacy worked at BMO Harris Bank, Robert Baird & Co., Kohls Corporation and U.S. Bank. Wealth managers conduct initial portfolio reviews with clients to determine or validate current investment objectives; prepare recommendations of appropriate investment models and allocations developed by Annex Wealth Managements Financial Planning team; and engage in business development to deliver results. Patrick Noble is a Financial Planning Specialist, certified in Long-Term Care, in Annex Wealth Managements Financial Planning Team. Individuals, families, corporations and other institutions . He is aCERTIFIED FINANCIAL PLANNERand has passed the following FINRA qualification examinations: General Securities Representative (Series 7) and Uniform Combined State Law (Series 66). As a Client Service Manager, Erin assists all service-related needs of Annex Wealth Management clients. All information herein has been . As a Client Service Manager, Jacob assists with all service-related needs of Annex Wealth Management clients. She also has a certificate in International Business Practice from University of Dubuque. Retirement Solutions Transform the retirement experience. 7 Weekly Wealth Management Insights. An avid gardener, Deanne loves travelling, British history, and spending time with her husband and daughter. Suzy is a CERTIFIED FINANCIAL PLANNER professional and has her Chartered Leadership Fellow (CLF) designation from the American Colleges of Financial Services. David Spano is the President, Chief Executive Officer at Annex Wealth Management based in Elm Grove, Wisconsin. As a Client Service Manager, Carl assists with all service-related needs of Annex Wealth Management clients. Tom is the primary contact for the plan fiduciaries. Digital Visitor Confidentiality Rules. Brittany graduated from Mount Mary University with a bachelors degree in Writing for New Media and a minor in Public Relations. Prior to Annex Fred worked 7 years as a Financial Advisor and a Trader. As a Wealth Manager, Bjorn meets with prospective clients, working to secure the client relationship and then oversee the relationship for the long-term. Marks planning knowledge and attention to detail allows him to navigate complex situations and design actionable plans for clients to follow. Melissa is focused on efficiency, timely and accurate financial reporting and assisting with the strategic growth plans at Annex. Jake recently graduated from UW-Whitewater. He has spent the majority of that time helping to educate investors on the financial markets and how to best plan for the future. Jill Martin is a Wealth Strategist and Estate Planning Attorney at Annex Wealth Management. Before Annex, he lived in Dallas, Texas and worked for Fisher Investments. She stays active with outdoor activities that include hiking, biking, kayaking, and skiing. He also works internally with his team and wealth managers on financial planning areas such as retirement planning, social security elections, tax planning, and insurance analysis. Wealth managers conduct initial portfolio reviews with clients to determine or validate current investment objectives; prepare recommendations of appropriate investment models and allocations developed by Annex Wealth Managements Financial Planning team; and engage in business development to deliver results. Mark enjoys travel, snow skiing, boating and cheering on the Badgers. Before Annex Wealth Management, Amy worked at Thrivent Financial for Lutherans, JP Morgans Private Wealth division in Milwaukee and Chicago and Global View Capital Advisors in Waukesha. About Us. As a Wealth Manager, David meets with prospective clients, working to secure the client relationship and then oversee those relationships for the long-term. As Branch Director, Denis is responsible for the growth and stability of the Appleton branch. In her free time Erin enjoys watching her son play baseball, football, and basketball. Melissa enjoys playing and coaching softball, and spending time with her children. He has spent the majority of his career working with clients to help them reach their financial objectives with a focus on outcomes. As a Wealth Manager, Keith meets with prospective clients, working to secure the client relationship and then oversee those relationships for the long-term. Jacob has over 5 years of experience as a tax return preparer. Heather enjoys running, traveling, and spending time with her family and friends. Before Annex Wealth Management, Ken served as an Analyst/Trader for an investment firm where he focused on trading as well as researching opportunities for income portfolios. Brianna Kollmorgen is a Marketing Project Manager at Annex Wealth Management. On 14 February 2023, the European Union (EU) Finance Ministers adopted a revised list of non-cooperative jurisdictions for tax purposes (EU list). Before joining Annex Wealth Management, Angela worked as an operations specialist at UMB Fund Services and, before that as a registered client service associate for another financial service firm. She also enjoys outdoor activities, concerts, driving scenic routes, and other adventures. He passed the following industry related exams: Uniform Investment Advisor Law Examination (Series 65), Uniform Investment Advisor Law Examination (Series 63), Investment Company Products/Variable Contracts Representative Examination (Series 6), and the State Life and Health Insurance License exam. Previously, David was a Regulatory Review Manager with U. S. Bancorp Fund Services and prior to U. S. Bancorp Fund Services, he was a Trust Officer and Fee Team Manager at BMO Harris/M&I Wealth Management. Jack is a Trader at Annex Wealth Management. He has passed the General Securities Representative (Series 7), Uniform Securities Agent State Law (Series 63), and Uniform Investment Advisers Law (Series 65) exams. He can be heard weekly as the host of Saturday morning programming on WTMJ. Brandon enjoys golfing, fishing, and spending time with friends and family. Wealth Managers conduct initial portfolio reviews with clients to determine or validate current investment objectives; prepare recommendations of appropriate investment models and allocations developed by Annex Wealth Managements Financial Planning team; and engage in business development to deliver results. As Branch Director, Jeff is responsible for the growth and stability of the Appleton branch. Join us to hear from Hannah Bode and Scott Mason about what Arvest Wealth Management does for their clients, the four cornerstones of wealth, investor behavior and more. Juliana went to school for Business Administration with a concentration in Finance, and she hopes to go back to school for Economics. He oversees relationships forged at the branch and ensures every client is experiencing the Annex Wealth Management difference there. One-size-fits-all estate plans dont exist, at least not here. Linda enjoys running, golfing, and baking. Annex Wealth is privately owned by our small team of highly experienced advisers. Nik has passed the following FINRA qualification examinations: Series 6, 7, 66, and 50, and is currently pursuing his Certified Financial Planner (CFP) designation. She also spent 12 years at HealthWorks Wellness Center as the Medical Billing Manager. Mike Venturini is a Wealth Manager at Annex Wealth Management. Description: Annex is a fee-only fiduciary firm. He has spent the majority of that time helping educate investors on the financial markets and plan for the future. She is a UW Extension Master Gardener Volunteer and enjoys working on gardening projects with small children. Matthew has over fifteen years of experience in the industry working with clients and attending to their financial goals. An integral team member of Annex Wealth, Angela is often the first port of call when it . Matthew is currently a Level II candidate in the Chartered Financial Analyst program. Prior to joining Annex, Jackie held management roles at several financial institutions, including Northwestern Mutual and Baird. He has spent most of that time educating clients on the financial market and servicing client inquiries. Arabella enjoys reading, traveling, and spending time with family in her free time. Prior to working at Annex, Jacob has extensive customer service experience and held an internship at Northwestern Mutual. His previous roles include Financial Consulting and Private Banking. In doing so he works very closely with Annexs financial planning, tax planning, and compliance departments. Terry graduated from Alverno College in 1999 where she studied Business Management and Professional Communication. Before working as a Client Service Manager, Erin worked for over a decade in the Banking Industry, primarily in Retail Banking as both a manager and a banker. Leonardo graduated from the University of Wisconsin-Milwaukee with a bachelors degree in Business Administration. Before Annex Wealth Management, Simon worked for 5 years in the live events industry where he planned and executed concerts and tours around the country. Annex is a registered investment advisor founded with the goal of serving the complete financial needs. As a Manager of Tax Planning, Tania analyzes tax situations and implications of investment activities on the clients tax situation, prepares pro-forma tax returns, meets with clients to answer any tax questions and give them tax advice. Nik also holds an MBA in Finance from Loyola University Chicago-Quinlan School of Business. Before joining Annex, Cathy held positions at Strong Capital Management, Artisan Partners, U.S. Bancorp Fund Services and We Energies. Nikki Trudell is a Compliance Specialist at Annex Wealth Management. Jim Blahnik is Annex Wealth Managements Director of IT. Advisory Services offered through Annex Wealth Management, LLC. Jason spends his free time with his family and enjoys being outdoors. Liam graduated from Wisconsin Lutheran College with a degree in finance and marketing. Annex Advisory Services's largest holding is . As an Office Administrator, Lauren answers calls from current and potential clients, coordinates meetings, maintains client files, and handles many administrative duties. Martha graduated from the University of Wisconsin-Milwaukee and earned her Bachelor of Business Administration degree in Finance. 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