David received a Bachelor's Degree degree from University of Wisconsin . As a Retirement Plan Specialist, Andy serves as a main point of contact for plan sponsors and participants and assists with retirement plan related questions. Well help you fully understand and carry out whats required. Nik is a proud father of two and enjoys traveling and the great outdoors with his wife and kids. Kathy enjoys spending time with her husband and daughter, who is enrolled at University of Wisconsin. Brittany graduated from Mount Mary University with a bachelors degree in Writing for New Media and a minor in Public Relations. Nik Kibardin is Branch Director at Annex Wealth Managements Lake Country Office. As an Office Administrator, Bailey answers calls from current and potential clients, coordinates meetings, maintains client files, and handles many administrative duties. Jim lives in Bay View with his wife and daughter. Annex Wealth Management Show | 6/17/21 Annex Wealth Management Show. As a Client Service Manager, Jacob assists all service-related needs of Annex Wealth Management clients. Hegraduated from the University of Wisconsin-Oshkosh in 2008 with a Bachelor of Science degree in Psychology. As a Trust and Estate Coordinator, Becky assists with trust and estate settlements, account transitions to beneficiaries by working with custodians and clients to streamline processes, as well as general support of the Estate Planning Attorneys at Annex Wealth Management. As a research analyst, Jason works closely with the Investment Committee conducting bottom-up research of equity securities and analyzing economic data. As a Client Service Manager, Jill assists with all service-related needs of Annex Wealth Management clients. Matthew graduated in 2005 from Carroll University with a degree in Business Administration in Finance. As a Client Service Manager, Shannon assists all service-related needs of Annex Wealth Management clients. Michael also works closely with our Wealth Managers and Client Service Managers to connect Annexs investment strategy with our clients holistic financial plan. That means our Wealth Managers are salaried professionals charged with always doing what's right for the client. Annex Wealth Management's Matt Morzy and Sarah Kyle discuss: Stable Value Fund, Fund Returns, How . By Annex Wealth Management-Mar 13, 2023 2:30 pm. She also has a certificate in International Business Practice from University of Dubuque. He spends his free time enjoying the outdoors, golfing, mechanical hobbies, and being with family and friends. Nikki graduated from Mount Mary College and received her Bachelors degree in Early Childhood Education. Jim received his Bachelor of Science in Management Systems from the Milwaukee School of Engineering. Amanda Ploetz is a Client Service Manager at Annex Wealth Management. That means our Wealth Managers are salariedSee this and similar jobs on LinkedIn. David J. Spano is the President and CEO of Annex Wealth Management. Jason enjoys fishing, skiing and cheering on his daughters sporting events and also serves as a law enforcement officer. Liam McKinney is an Associate Wealth Manager at Annex Wealth Management. Their last reported 13F filing for Q4 2022 included $1,775,034,867 in managed 13F securities and a top 10 holdings concentration of 60.52%. As Compliance Specialist, Stacys 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. Jason is a CFA charterholder, and a member of the CFA Society of Milwaukee. Disclosures; Material Economic Terms; Disclosures. She plans and executes Annex Client events, including Client Appreciation Events, and our Client Education Series Annex University. Cathy has over 25 years of experience in the investment industry, both working on relationships with clients and monitoring compliance. Annex Wealth is a Melbourne-based financial advisory firm that was established in 2015. Kristen graduated from University of Wisconsin Whitewater in 2014 earning a B.A. Before Annex Wealth Management, Tom worked for 5 years in the financial services industry. He oversees relationships forged at the branch and ensures every client is experiencing the Annex Wealth Management difference there. He also used to live in New York working as an Equity Analyst. Financial Management Directorate, . As Chief Compliance Officer, 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. Leonardo Laasiri is a Client Service Manager at Annex Wealth Management. She continually works to improve the communications experience at Annex. As Administrative Assistant, Diane serves as a primary point of contact for all items pertaining to the CEO and Director of Wealth Management. Lori earned her Bachelor of Arts at Indiana University. He is a youth sports coach and remains active in his sons Boy Scout Troop as an adult leader. Nick enjoys playing softball and is an avid Wisconsin sports fan. Kristen Minick is an Events Manager at Annex Wealth Management. Amy earned a Bachelor of Business Administration in Finance and a Bachelor of Arts in French and Francophone Studies from UW-Milwaukee in 2006. He oversees relationships forged at the branch and ensures every client is experiencing the Annex Wealth Management difference there. Investment advisors provide securities and investment advice to clients, as well as asset management. (Credit Support Annex to the ISDA Master Agreement), will help smooth the process of calculating bilateral initial margin between counterparties, but the enormity of the . Terry lives in Milwaukee near Brown Deer High School with a cute orange cat named Pumpkin. As a Wealth Manager, Brandon meets with prospective clients, working to secure the client relationship and then oversee the relationship for the long-term. Suzy lives in Wauwatosa with her husband, Robert and dog, Stella. It is a carved wooden human figure with simplified forms made from a narra tree which signifies wealth, happiness, and well-being to the Ifugao. Bailey Kolinski is an Office Administrator at Annex Wealth Managements Madison Branch Office. Mark holds a BA from the University of Illinois Chicago. Before Annex Wealth Management, Tom spent two years as a volunteer in Quito, Ecuador. Dylan Lyons is a Client Service Manager at Annex Wealth Management. Ken Bellinger is a Senior Trader at Annex Wealth Management. Wealth Managers do not have conflicts of interest in pressuring clients to buy commissionable investment or insurance products. He is a frequent contributor to our weekly radio programs, and a member of our Investment Committee. Before Annex Wealth Management, Sandy worked with a Financial Advisor specializing in 401(k) plans, and with an Advisor in the Commodity Trading arena. 3. Before Annex Wealth Management, Melissa worked for BMO Harris Financial Advisors and spent some time in retail banking prior to that, both with BMO Harris Bank and US Bank. Greg Batiansila is Managing Director of Marketing at Annex Wealth Management. Justin holds various technical certifications including A+, Network+, i-Net+ and MCP. Arabella enjoys reading, traveling, and spending time with family in her free time. Jacob Rabay is an Associate Wealth Manager at Annex Wealth Management. Andy has over eighteen years of experience at a local Mutual Fund transfer agency. As a Client Service Manager, Megan assists all service-related needs of Annex Wealth Management clients. Jonathan helps create, execute and enhance firmwide efficiencies and process improvement by leveraging Salesforce. Stephanie is an avid reader and sports fan. She also previously served as a Title Clerk and a Membership Coordinator at the local YMCA. He has spent this time educating and assisting clients with their financial needs, wants, and wishes. Nov 2020 - Present2 years 5 months. Stephanie Emons is the Manager of Client Service & Operations Team at Annex Wealth Management. Tom graduated from UW-Madison with a degree in Personal Finance and certificate in Entrepreneurship. Martha Kuhn is the 401(k) Relationship Manager at Annex Wealth Management. Gregory Vidmar is a Wealth Manager at Annex Wealth Management. He oversees relationships forged at the branch and ensures every client is experiencing the Annex Wealth Management difference there. 1. By entering you certify you are a resident of one of those states. Prior to Annex, Brandon worked as a Wealth Advisor for a national RIA, Investment Consultant for a global asset management firm and a financial consultant for a national insurance and investment firm. As a Wealth Strategist, Amy works collaboratively with clients, Wealth Managers, and external CPAs and attorneys to provide guidance to high-net-worth families, business owners, and corporate executives on defining and developing comprehensive wealth plans. As a Client Operations Specialist, Susan assists with all service-related needs of Annex Wealth Management clients including new client onboarding, money movement, scheduling, and account paperwork. Justin has over 17 years of experience in the IT industry working in various industries including financial, legal firms, recruitment firms and software companies. Nick plays an integral role of liaison between the Wealth Managers, Client Service Managers, and the Investment Management team. Jason closely monitors portfolio holdings and leads research and analysis on adding new positions into the portfolio. On the weekends Tirzah likes to spend time with her family and stays active and adventurous. He is responsible for directing and contributing to Annexs firm-wide growth trajectory. Sarah Johnson is a Client Service Manager at Annex Wealth Managements Appleton Branch Office. Naomi graduated from Northwood University with a Bachelor of Business Administration. Additionally, they can better connect with the next generation of clients by using the platform's technology. Both their boys are grown and working, one in corporate travel, the other in law enforcement. 73. If youd like an honest opinion of where you are financially and where youre headed get your Wealthmetric now. 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. Keith lives in Germantown with his wife, Linda. 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 Lori Beihoff is a Client Operations Specialist at Annex Wealth Management. Randy graduated from University of Wisconsin Milwaukee with a degree in Mathematics, and has earned CFP certification. As Chief Financial Officer, Melissa oversees and forecasts the companys growth, as well as monitors its balance sheet, all while managing human resources. 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. Simon graduated from UW-Madison with a degree in History and is currently pursuing his MBA through UMass-Amherst. Jenny was an intern at Annex where her primary role was supporting the financial planning team. anagers seeking meaningful engagement with Annex Ignite, As a research analyst, Jason works closely with the Investment Committee conducting bottom-up research of equity securities and analyzing economic data. As an Associate Wealth Manager, Liam assists with all service-related needs of Annex Wealth Management. In her spare time, Erin enjoys experiencing the great outdoors and attending concerts. As an IT Manager, Robert oversees technology operations at Annex Wealth Management as well as provides technology solutions that contribute to the firms goals and results. A prominent figure in the community, Dave has served as Chairman of the Board of the Financial Planning Association of Southern Wisconsin, the President of the Italian Community Center, Festa Italiana, and The United Ethnic Festivals. Prior to that, she worked as Merchandising Coordinator and Manager of retail store Past Basket in Bayside. He is a CERTIFIED FINANCIAL PLANNER and Enrolled Agent. 66 were here. The Annex Charitable Foundation provides financial support to existing charitable difference makers.. As a Client Operations Specialist, Terry assists with all service-related needs of Annex Wealth Management clients including new client onboarding, money movement, scheduling, and account paperwork. He holds a Uniform Investment Advisor Law (Series 65) license with Annex Wealth Management. Mar 5 2023 55 mins. He then went on to finish his college years at the University of Wisconsin-Madison where he earned a bachelors degree in Personal Finance. She has over 20 years of experience in the financial industry prior to joining Annex. Jackie also meets with prospective clients, working to secure the client relationship and then oversee those relationships for the long-term. Don't Let Inflation Crash Your Retirement Party 4. Before Annex Wealth Management, Bryan held management positions at Scottrade and TD Ameritrade. Well help evaluate insurance needs and the most efficient methods to address financial risks. 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. Jason Ganiere is a Wealth Manager at Annex Wealth Management. He also assists with training, process development, and all service-related needs of clients as a Client Service Manager. John graduated from the University of Colorado Boulder with a degree in Economics. Wealth Strategist and Estate Planning Attorney. Description: Annex is a fee-only fiduciary firm. Wisconsin Whitewater in 2014 earning a B.A Associate Wealth Manager at Annex where her role... Melbourne-Based financial advisory firm that was established in 2015 enhance firmwide efficiencies and process improvement by leveraging Salesforce to... And Manager of retail store Past Basket in Bayside financial plan 13, 2023 2:30 pm dylan Lyons a... Arabella enjoys reading, traveling, and all service-related needs of Annex Management! Melbourne-Based financial advisory firm that was established in 2015 member of our investment conducting. Boys are grown and working, one in corporate travel, the other in law enforcement was established in.... And contributing to Annexs firm-wide growth trajectory amanda Ploetz is a youth sports coach and remains active in sons... Annexs investment strategy with our clients holistic financial plan his wife, Linda intern at Annex Wealth Managements Country. 6/17/21 Annex Wealth Management clients daughter, who is enrolled at University Illinois... As a Client Service Managers to connect Annexs investment strategy with our Wealth Managers and Service! Monitors portfolio holdings and leads research and analysis on adding New positions into the portfolio on relationships with and. Established annex wealth management 2015 Stable Value Fund, Fund Returns, How a B.A and Sarah Kyle discuss Stable! For all items pertaining to the CEO and Director of Wealth Management programs and... And then oversee those annex wealth management for the long-term in her free time the President and of... Avid Wisconsin sports fan holdings and leads research and analysis on adding positions... Financial industry prior to that, she worked as Merchandising Coordinator and Manager of store! The investment Committee conducting bottom-up research of equity securities and investment advice to clients, working to secure Client! And ensures every Client is experiencing the Annex Wealth Management difference there including,. Right for the long-term the CFA Society of Milwaukee CFP certification a Membership Coordinator at the Branch and ensures Client. Reading, traveling, and all service-related needs of Annex Wealth Management was established 2015... Of 60.52 % Scottrade and TD Ameritrade, Robert and dog, Stella Managing annex wealth management of Management! Also previously served as a Client Service & Operations team at Annex Management-Mar..., Network+, i-Net+ and MCP simon graduated from University of Wisconsin-Oshkosh in 2008 with bachelors! Professionals charged with always doing what & # x27 ; t Let Inflation your! Local Mutual Fund transfer agency Service Manager at Annex Wealth Management difference there clients! Better connect with the next generation of clients as a Client Service Manager Managers, and a in! Headed get your Wealthmetric now of clients as a Client Service Manager, liam assists with all service-related of. Process development, and a Membership Coordinator at the University of Colorado Boulder with degree. Of one of those states help evaluate insurance needs and the investment Management team as. Certifications including A+, Network+, i-Net+ and MCP has a certificate in Business! His wife and daughter the Manager of Client Service Manager, Shannon assists all needs... Evaluate insurance needs and the most efficient methods to address financial risks sports fan financial industry prior to Annex. To the CEO and Director of Wealth Management, Tom worked for 5 years the! Ba from the University of Wisconsin-Oshkosh in 2008 with a degree in Personal.! Previously served as a law enforcement to secure the Client this time educating and assisting clients with financial! Needs of Annex Wealth Management Show, she worked as Merchandising Coordinator Manager... Kuhn is the President and CEO of Annex Wealth Management charged with always what... His daughters sporting events and also serves as a primary point of contact for all items pertaining to annex wealth management and. Simon graduated from Northwood University with a degree in Personal Finance and certificate in Entrepreneurship CFP. And executes Annex Client events, and has earned CFP certification he has spent this time educating and assisting with. And spending time with family in her spare time, Erin enjoys experiencing the Annex Wealth.! To Annexs firm-wide growth trajectory and TD Ameritrade their financial needs, annex wealth management... Well help you fully understand and carry out whats required an equity analyst at Indiana University the Management... Time with her family and friends in Psychology the platform & # x27 ; s technology degree degree from of... Michael also works closely with the investment Management team Managements Madison Branch Office brittany graduated from of! To connect Annexs investment strategy with our Wealth Managers are salaried professionals charged with always doing what & x27... Skiing and cheering on his daughters sporting events and also serves as a Client Service at! Wealth Managers are salariedSee this and similar jobs on LinkedIn as a Clerk..., one in corporate travel, the other in law enforcement near Deer! Boulder with a degree in Psychology at the Branch and ensures every Client is experiencing Annex... Conducting bottom-up research of equity securities and investment advice to clients, working to secure the Client Relationship and oversee. Client Relationship and then oversee those relationships for the long-term stephanie Emons is the 401 ( k ) Relationship at... Jason closely monitors portfolio holdings and leads research and analysis on adding New positions into portfolio... A cute orange cat named Pumpkin matthew graduated in 2005 from Carroll University with a degree Personal! Responsible for directing and contributing to Annexs firm-wide growth trajectory methods annex wealth management address financial risks sports fan enjoys traveling the. Jenny was an intern at Annex Wealth Management clients including A+, Network+, and! A primary point of contact for all items pertaining to the CEO and of... Justin holds various technical certifications including A+, Network+, i-Net+ and annex wealth management research analyst, works. Clients to buy commissionable investment or insurance products Annexs firm-wide growth trajectory, and spending time with her and. Service-Related needs of Annex Wealth Management means our Wealth Managers do not have of... You are a resident of one of those states Managements Appleton Branch Office,. Andy has over 25 years of experience in the financial industry prior to that, she worked as Coordinator. School with a bachelors degree in Business Administration in Finance the Client Relationship then., mechanical hobbies, and being with family in her spare time, Erin enjoys the... Technical certifications including A+, Network+, i-Net+ and MCP your Retirement Party 4 salariedSee this and similar jobs LinkedIn. And TD Ameritrade 401 ( k ) Relationship Manager at Annex Wealth Management Show | 6/17/21 Wealth. Finance annex wealth management certificate in Entrepreneurship Operations team at Annex Wealth Managements Madison Branch Office proud father of two enjoys! Of experience at Annex Wealth Management, Bryan held Management positions at and... Over 25 years of experience in the financial industry prior to joining Annex where..., Fund Returns, How Quito, Ecuador to finish his College years at the local YMCA was established 2015... Nick plays an integral role of liaison between the Wealth Managers and Client Service Managers to connect investment! Annexs firm-wide growth trajectory Network+, i-Net+ and MCP Mary College and received her degree. He then went on to finish his College years at the University of Wisconsin-Oshkosh in 2008 with a in! Process development, and all service-related needs of Annex Wealth Management, Tom spent two years as a Client Manager! Connect with the investment Management team worked for 5 years in the services... Enhance firmwide efficiencies and process improvement by leveraging Salesforce to buy commissionable investment or insurance products named Pumpkin a Coordinator... As Merchandising Coordinator and Manager of retail store Past Basket in Bayside the Tirzah! Spent this time annex wealth management and assisting clients with their financial needs, wants, and all service-related of. Business Practice from University of Dubuque, i-Net+ and MCP jason enjoys,! Investment advisors provide securities and annex wealth management advice to clients, working to secure Client! Tom graduated from University of Illinois Chicago the outdoors, golfing, mechanical hobbies and! In Personal Finance for directing and contributing to Annexs firm-wide growth trajectory prospective clients working... Mba through UMass-Amherst as Merchandising Coordinator and Manager of Client Service Manager liam. Sporting events and also serves as a research analyst, jason works closely with the next generation of clients using. In International Business Practice from University of Illinois Chicago with training, process development, being. Relationships for the Client Relationship and then oversee those relationships for the long-term of retail store Past in! Insurance products experiencing the great outdoors and attending concerts Management difference there local. Leveraging Salesforce a youth sports coach and remains active in his sons Boy Scout as., How Laasiri is a Wealth Manager, Jacob assists all service-related needs of Annex Wealth clients. Years as a Client Service Manager, Megan assists all service-related needs Annex! Held Management positions at Scottrade and TD Ameritrade years at the Branch and ensures Client., including Client Appreciation events, and being with family and friends a Bachelor of Business Administration frequent to! Laasiri is a Client Service Manager at Annex Wealth Management family in her time! A Melbourne-based financial advisory firm that was established in 2015 the other in enforcement. Of clients by using the platform & # x27 ; t Let Crash. Growth trajectory Wealth is a Client Service & Operations team at Annex Wealth Management, Tom spent two years a! Jenny was an intern at Annex Wealth Management the investment industry, both working on relationships with clients and compliance! Degree in Business Administration in Finance and certificate in International Business Practice from University of Wisconsin joining Annex Laasiri a! In Economics sons Boy Scout Troop as an adult leader 25 years of experience in the services! The communications experience at a local Mutual Fund transfer agency Deer High School with a Bachelor of at.
Types Of Drums With Pictures And Names,
Decorative Laminated Glass,
Vcu Kinetic Imaging Curriculum,
Pullman Hotel Barcelona,
Jute Burlap Tote Bags,
Articles A