annex wealth management

Patrick Noble is a Financial Planning Specialist, certified in Long-Term Care, in Annex Wealth Managements Financial Planning Team. An avid gardener, Deanne loves travelling, British history, and spending time with her husband and daughter. As a Financial Planning Specialist, Jenny works with the Financial Planning Team, employing leading-edge technology to help create a financial plan tailored to a clients risk tolerance, needs, and expectations. Jim has over 26 years of experience in IT. 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. Before joining Annex, Martha worked in the retirement plan industry for over 20 years. He can be heard weekly as the host of Saturday morning programming on WTMJ. Angela Wingo is a Client Operations Specialist at Annex Wealth Management. 66 were here. The Annex Ignite Team is a dedicated team of investment professionals and client service personnel at Annex Wealth Management, available to provide you with personal financial planning and ongoing service. business. This presentation draws a distinction between the discretionary budget, where the Scottish Government may deploy cash funding according to its own priorities within devolved competence, and the non-discretionary budget. Jill Martin is a Wealth Strategist and Estate Planning Attorney at Annex Wealth Management. Jacks experience in the financial industry, working as a financial representative and as a trader, lends him to be a talented problem-solver who understands prioritizing clients needs. In his free time Robert likes to spend his time going to the gym, dancing, writing, watching movies, music related stuff, and being a Dad!! Her past volunteer work includes the Wisconsin Humane Society Wildlife Rehabilitation Center and Schlitz Audubon Nature Center as a Raptor Educator. Before Annex Wealth Management, Tom worked for 5 years in the financial services industry. Annex Wealth Management, registered in 2004, serves 31 state (s) with a licensed staff of 43 advisors. Prior to Annex, Jeff worked as a Senior Wealth Advisor for a national RIA, Associate Regional Director and Relationship Manager serving clients in multiple states for a global asset management firm. Lori Beihoff is a Client Operations Specialist at Annex Wealth Management. Mike enjoys golf, running and watching and volunteering for his kids hockey and soccer teams. Play Audio. She ran the Back Office Services and Accounting teams for one of the many clients at Alta Resources. Based on objective planning, we can help review your existing insurance policies. She loves cooking, having dance parties with her daughters, and learning about other cultures. As a Client Service Manager, Melissa assists all service-related needs of Annex Wealth Management clients. 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. Lauren earned her degree in Graphic Design from Barry University in Miami, Florida. Noi is married with two daughters and one son. Prior to being employed at Annex, he worked as a finance and accounting intern. Jacob also graduated from the Kellstadt Graduate School of Business with an MS in Taxation. Annex Wealth is a Melbourne-based financial advisory firm. Martie has a B.A. Megan lived in Australia and fell in love with surfing. Nick graduated magna cum laude from the University of Wisconsin Whitewater with a Bachelor of Business Administration in Finance and an emphasis in Financial Planning. She also serves as the primary back up to the front desk and assists with events. Jason gravitated towards financial analysis, as opposed to scientific analysis, due to the multi-faceted and rapidly changing dynamics of the industry. Brady enjoys working on cars, riding his motorcycle, snowmobiling, and spending time with friends and family. 6. He then worked for an independent financial services company in an Operations/Paraplanner role. As a Client Operations Specialist, Lori assists with all service-related needs of Annex Wealth Management clients, including scheduling, investor research, and paperwork preparation. I sold the practice in 2013. As Branch Director, Bryan is responsible for the growth and stability of the Naples branch. Brandon graduated from Wisconsin Lutheran College in 2009 with a degree in history and political science. Tania enjoys yoga, reading, walking, and spending time with friends and family. Her focus areas include estate planning and wealth transfer, trust and estate administration, tax efficiency, and philanthropic goals. Before joining Annex Wealth Management, Sandy worked at Kohls Corporate Office as an Executive Administrative Assistant. In 2014, he graduated from the Marquette University Graduate School of Management with his MBA and is a CERTIFIED FINANCIAL PLANNER (CFP). Justin holds various technical certifications including A+, Network+, i-Net+ and MCP. After leaving private practice, Keith worked in the private wealth management area of a large bank for over eight years, serving as a Trust Officer and Wealth Trust Advisor. Sandy lives in Hartland with her husband and has 3 grown children. Client Service Manager - Elm Grove 02/22/2023. Prior to joining Annex, Noi served as the Operations Manager at Voit & Company, LLC. As Managing Director of Operations, Steve is responsible for achieving maximum operational efficiency throughout the firm contributing to an exceptional client experience. Dylan graduated with a degree in Applied Economics from the University of Minnesota. Erin has almost 20 years of experience in the financial services industry working with clients to achieve their financial goals. in Communications with an emphasis in Public Relations. Annex D - Resource Borrowing Limits Annex B - Capital Funding Envelope Breakdown. In doing so he works very closely with Annexs financial planning, tax planning, and compliance departments. Before Annex Wealth Management, Sarah worked as the Branch Office Administrator for a successful retirement planning firm and owned a business, Professional Trust Funding. 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. As Compliance Specialist, her responsibilities include the continuing development of all aspects of compliance, including regulatory oversight of all Annex Wealth Management advisors, supervision of accounts and transactions, and compliance with US Securities & Exchange Commission and related securities rules and regulations. Before she worked at Annex Wealth Management, Lauren worked as a Certified Health Coach & Assistant Manager at Profile Plan LLC. Blaine holds the right to use the Chartered Financial Analyst designation. He holds the Chartered Financial Analyst designation. Justin Lachowin is an IT Support Manager at Annex Wealth Management. She also loves to work in her flower garden and spend time with their three grandchildren. Jack graduated from University of Wisconsin with a degree in Personal Finance. Robert lives in Greenfield with his youngest daughter (13), and his two oldest daughters (24, 21) live out of state. Eric Thompson is a Client Service Manager at Annex Wealth Management. Elm Grove. Avery graduated from the University of Wisconsin Whitewater with a bachelors degree in Finance and an emphasis on Financial Planning. Jacob attended the University of Wisconsin-Waukesha for the first two years of his college years and an associate degree. The estimated additional pay is $117,933 . As Director of Branch Development, Brandon is responsible for the growth and advancement of Annexs branch offices. We pore through them during our Annuity Analysis. Before joining Annex Wealth Management, Dave worked in the banking industry in a variety of roles as well as other sales roles. As Branch Director, Jeff is responsible for the growth and stability of the Appleton branch. She recently completed a two-year certification program through the International Association of Exhibitions and Events (IAEE), earning the designation of CEM (Certified in Exhibition Management). Arabella enjoys reading, traveling, and spending time with family in her free time. Jason Ganiere and Derek Felske and the Annex team help you invest wisely Prior to Annex, Adam worked as a Private Client Advisor for JPMorgan Wealth Management, Senior Investment Consultant for TD Ameritrade, and an Investment Consultant for Scottrade, Inc. Tyler Quinn is a Client Service Manager at Annex Wealth Management. He also holds a life insurance license. Before Annex Wealth Management, Lori worked in corporate retail focused on inventory management, training and marketing. He has spent the majority of that time helping to educate investors on the financial markets and how to best plan for the future. in Communications from UW-Whitewater. Amy attained her BBA in accounting from St. Norbert College and her JD from the University of Wisconsin-Madison. Blaine lives in Waukesha with his wife Alex and daughter, where he enjoys getting outdoors, hunting, playing hockey, and golfing. Joseph lives in Racine with his wife Janet and enjoys spending time with his family. Eric has over ten years of experience in the Banking industry working in a variety of rolls with clients and attending to their financial goals. She holds her FINRA registrations of General Securities Representative (Series-7) and Uniform Combined State Law (Series 66). Prior to joining Annex, Steve was President of Mutual Financial Group, the wealth management and insurance subsidiary of Bank Mutual. Lauren is a Barry University soccer alumnus and enjoys traveling, watching soccer, and spending time with her family and mini schnauzer, Rafa Benitez. Before Annex Wealth Management, Patrick worked for over 15 years in the financial services and investment industry. Matthew lives in Waukesha with his wife Abbie, their son Levi and daughter Kennedy. Ken holds his Bachelors degree and MBA, and holds the FINRA registrations of General Securities Representative (Series-7) and Uniform Securities Agent State Law (Series-63). Justin has over 17 years of experience in the IT industry working in various industries including financial, legal firms, recruitment firms and software companies. Lammers Hall Annex 577 Western Avenue Westfield, MA 01086. Maighread Peterson is a Client Operations Specialist at Annex Wealth Management. Jack graduated from the University of Wisconsin-Madison with a Bachelor of Business Administration in Finance. He oversees relationships forged at the branch and ensures every client is experiencing the Annex Wealth Management difference there. He is an avid sports fan and enjoys attending local Milwaukee Brewers, Bucks, and Packers games. Make sure youre aware of whats different for the 2022 tax year with Annex Wealth Managements 2022 Year-End Tax Guide. 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. Brenda lives in New Berlin with her husband and has two grown daughters. Centralized client management. Our team employs safe, leading-edge technology . He has spent much of that time helping to educate investors on the financial markets and how to best plan for the future. He enjoys hunting, fishing, and spending time on Okauchee Lake. Kent Halleen is an Associate Wealth Manager at Annex Wealth Management. 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. Before Annex Wealth Management, Andrea worked as an annuity specialist for Northwestern Mutual. In this capacity, Tom presents quarterly investment reviews and annual plan reviews. From there he transitioned into owning a family business. Jill has over 11 years of experience working as a Client Service Manager and over 25 years working in customer service relations. Kristen is a lover of all things Wisconsin fish fry Friday nights with an Old Fashioned, cheering on the Packers, summers on the lake, Door County weekends, and exploring local breweries. 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. Don't Let Inflation Crash Your Retirement Party 4. Prior to joining Annex Wealth Management, Deb spent 10 years at United Way Fox Cities, as Executive Assistant and then Diaper Bank Coordinator for the Fox Cities Diaper Bank. Join our team to find out why! Jacob Thomas is a Tax Specialist at Annex Wealth Management. In addition, she also provides training and advisory services to client and employees about all aspects of estate planning and trust administration. 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. In her spare time, she enjoys traveling and spending time with friends and family. As a Client Service Manager, Juliana assists with all service-related needs of Annex Wealth Management clients. She holds the State of Wisconsin Life and Health Insurance Licenses and has passed the following exams: General Securities Representative (Series 7), Uniform Securities Agent State Law (Series 63), Uniform Combined State Law (Series 66), General Securities Sales Supervisor (Series 8), General Securities Principals (Series 24), Uniform Investment Advisor Law (Series 65), and the Chartered Mutual Fund Counselor Exam. By entering you certify you are a resident of one of those states. Money Talk, The Annex Wealth Management Show Podcast; The Accunet Mortgage and Realty Show Podcast; The Fox World Travel Show Podcast; Creative Planning presents, Rethink Your Money with John Hagensen Tania Sinha, CPA is Annexs Manager of Tax Planning. 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. Chief Investment Strategist and Portfolio Manager responsible for equity research, trading and . Mike Murtos is a Wealth Manager at Annex Wealth Management. Dave Spano is the President and CEO of Annex Wealth Management, considered to be one of Wisconsin's leading fiduciary wealth management firms by publications like Financial Times and Barron's . Stephanie is an avid reader and sports fan. Becca earned her associate degree in Interior Design from Fox Valley Technical College in Appleton. 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