Amy is also looking forward to changing her name in a few short months after her and her fianc, Joey, tie the knot! During this time, he worked on many projects like investment portfolio building and financial analysis tasks which helped to prepare him for his new career. Megan graduated from UW-Whitewater with a degree in Elementary Education. Annex Wealth Management Show | 6/17/21 Annex Wealth Management Show. Erin Oldenburg is a Sr. First Name * Last Name * Email Address * Contact Us. Wealth Strategist and Estate Planning Attorney. Brandon Arps is a Wealth Manager at Annex Wealth Management. Megan graduated from Dunmore Lang University Australia with a degree in Broadcasting and Film. Keith holds both a Bachelor of Business Administration degree (graduation with distinction) and a Juris Doctor (cum laude) from the University of Wisconsin-Madison. Wealth Managers do not have conflicts of interest in pressuring clients to buy commissionable investment or insurance products. Tom graduated from UW-Madison with a degree in Personal Finance and certificate in Entrepreneurship. As Investment Team Manager, Matthew works alongside Annexs Investment Committee in implementing Annex Wealth Managements investment strategy. Deanne Phillips is Director of Client Learning and Development at Annex Wealth Management. Jack also plays an integral role of liaison between the Wealth Managers, Client Service Managers, and the Investment Management team. In his free time he enjoys traveling, golfing and following all of the Bucks, Brewers, Packers and Badgers teams. 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. He has spent most of that time educating clients on the financial market and servicing client inquiries. 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. Upon graduation, Dylan worked with a commercial collection firm in the Twin Cities area before relocating back to Milwaukee. The guidelines were published in 2020, giving FMCs 18 months to get ready for implementation but it appears some Managers have a way to go. As an Office Administrator, Sandy answers calls from current and potential clients, coordinates meetings, maintains client files and handles many administrative duties. In his free time Leonardo enjoys travelling, being outdoors, and spending time with his family and friends. She likes to knit or do DIY projects around her condo while enjoying an audio book or podcast. Even he doesnt know why he does this. . Greg enjoys filmmaking, writing, and spending time with his family. Before becoming a Client Service Manager, Brittany worked in estate planning as the department coordinator and Notary Public for an Ozaukee County law firm. Individuals, families, corporations and other institutions . We are looking for articulate financial professionals . He is also Wisconsin Insurance Licensed in Life, Accident & Health. Trevors extensive background in the financial industry including wealth management, financial reporting, and financial technology informs his ability to keep clients first and help them reach their goals. Suzy lives in Wauwatosa with her husband, Robert and dog, Stella. She also serves as the primary back up to the front desk and assists with events. Kristen lives in Whitefish Bay with her husband John and has two grown boys. 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. 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 During college he worked at BMO Harris bank as a Customer Service Representative and interned for a financial services company in the Madison area. She also spent ten years at Artisan Partners providing institutional client services and marketing. It is the sole member to four other companies: Annex Insurance Services LLC, a licensed corporate insurance agent; Annex Advisory Services, the investment advisory arm of the company registered with the SEC; Annex Investment Services and Annex Tax Services, LLC. Before Annex Wealth Management, Tania worked in the tax and financial industries for over four years. About Us. Andy graduated in 1996 from The University of Wisconsin-Whitewater with a degree in Communications. Logan enjoys golfing, watching sports, and spending time with friends and family. Dave Panitzke is a Client Service Manager at Annex Wealth Management. Most of her experience relates to the management and servicing of employer-sponsored retirement plans, with her most recent 5 years specializing in onboarding of new clients. As Director of IT, Jim is responsible for the management and oversight of all information technology systems for the firm. As Director of Client Learning and Development, Deanne has input on engaging Annex Wealth Managements clients and prospective clients. Nikki Trudell is a Compliance Specialist at Annex Wealth Management. Cons. 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. He and his fiance also enjoy kayaking in local lakes. Call: (262) 786-6363 Fax: (262) 792-8930. Prior to joining Annex, Melissa served as Controller at a civil engineering firm. Megan Salb is a Client Service Manager at Annex Wealth Management. She lives in Wauwatosa and enjoys biking, hiking, yoga, and hanging out with her two teenagers, Kelsey and Landon. When outside of work, Dylan enjoys spending time with friends, going to sporting events, concerts, playing golf and just relaxing. In her free time, Shannon enjoys boating, golfing, going to concerts & sporting events, and spending time with her two sons, Ethan and Nolan. 12700 W. Bluemound Rd., Suite 200Elm Grove, WI 53122, 424 E. Wisconsin Ave., Suite 2Milwaukee, WI 53202, 2801 E. Enterprise Ave., Suite 101Appleton, WI 54913, 2301 Sun Valley Drive, Suite 100Delafield, WI 53018, 12200 Corporate Parkway, Suite 800Mequon, WI 53092, 1200 John Q Hammons Drive, Suite 101Madison, WI 53717, 4851 Tamiami Trail N., Suite 200Naples, FL 34103, 1580 South Milwaukee Avenue, Suite 103Libertyville, IL 60048. This includes managing daily client service requests and inquiries; coordinating follow-through on account inquiry; financial planning and maintenance requests; preparing and scheduling client reviews; maintaining client records; and managing outgoing client communications. Before Annex Wealth Management, Ken built almost ten years of trading experience in the options and foreign exchange markets. Brenda earned her Bachelor of Science in Marketing at the University of Wisconsin Whitewater. Supervisor Client Operations & Client Service Manager. Minister for Public Finance, Planning and Community Wealth, . Suzy Lopez is a Wealth Manager at Annex Wealth Management. Amy is also a CERTIFIED FINANCIAL PLANNER professional and CPA and holds her CLU designation. As a Financial Planning Associate, Cory assists the Financial Planning Team with the preparation of financial plans, data entry and administrative tasks to optimize workflow. Ken graduated from Cardinal Stritch University with a BA in Mathematics, and later earned his MBA from Carroll University. Joe lives in Caledonia with his wife Amy, along with three children and enjoys outdoor activities such as hiking and fly fishing. By Annex Wealth Management-Mar 13, 2023 2:30 pm. Arabella has obtained a degree in Finance, Investment, and Banking through the University of Wisconsin Madison. Meet with us at any of our convenient locations or wherever you are with Annex Everywhere. Her focus areas include estate planning and wealth transfer, business transition matters, tax efficiency, and philanthropic goals. Adam has also passed the State Life and Health Insurance License exam. 1. Rick enjoys spending time with his wife and two children and engaging in countless sports and outdoor activities. As Branch Director, Mark is responsible for the growth and stability of the Madison Branch. Disclosures; Material Economic Terms; Disclosures. He has passed the General Securities Representative (Series 7), Uniform Securities Agent State Law (Series 63), and Uniform Investment Advisers Law (Series 65) exams. As a Client Service Manager, Juliana assists with all service-related needs of Annex Wealth Management clients. Technical Agreement on Resource Borrowing Limits A.1 - Resource Borrowing Agreement. Every week Annex Wealth Management's Team fields your financial and wealth management questions. Jill Ackerman is a Client Service Manager at Annex Wealth Management. audio and share with friends, or make a trailer for Steve Scaffidi. David received a Bachelor's Degree degree from University of Wisconsin . It was during this time that Matthew also started working as a financial representative with a local financial services company. As Chief Growth Officer, Mark focuses on developing growth initiatives, nurturing strategic relationships, and aligning Annex team efforts. As a Client Operations Specialist, Sandra assists with all service-related needs of Annex Wealth Management clients, including scheduling, investor research, and paperwork preparation. . Jeff is a CERTIFIED FINANCIAL PLANNER professional and holds a Uniform Investment Advisor Law (Series 65) license with Annex Wealth Management. As an Office Administrator, Lauren answers calls from current and potential clients, coordinates meetings, maintains client files, and handles many administrative duties. 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. He enjoys staying active with outdoor activities that include golf, running, soccer, and bicycling. By entering you certify you are a resident of one of those states. He is a Certified Financial Planner (CFP) designation and passed the General Securities Representative (Series 7), Uniform Combined State Law (Series 66) and Uniform Securities Agent State Law (Series 63) exams. In his free time Michael enjoys coaching his sons many baseball teams, golfing, reading, dabbling in hosting a radio show, and spending time with his amazing wife and three children. Posted 2:12:39 PM. He graduated in 2010 with a degree from Carroll University. Learn more about that process on this week's show . Nik has passed the following FINRA qualification examinations: Series 6, 7, 66, and 50, and is currently pursuing his Certified Financial Planner (CFP) designation. Her past volunteer work includes the Wisconsin Humane Society Wildlife Rehabilitation Center and Schlitz Audubon Nature Center as a Raptor Educator. Eric is the Financial Planning Manager at Annex Wealth Management. Stephanie Emons is the Manager of Client Service & Operations Team at Annex Wealth Management. Cathys past roles have focused on delivering exceptional client service through building relationships, experiential marketing, and c-level management. Bryan earned the CRPC and CSRIC designations as well as FINRA / Securities Industry Series 7, 24, 63, and 66 licenses. Credit DerivativeTransactions . Annex Wealth Management's "The Investment Show" Episodes. He has spent the majority of that time helping educate investors on the financial markets and plan for the future. Tax Manager - Remote (Wisconsin or Illinois) Mark has held a variety of roles in Wealth Management since 2002. All information herein has been prepared solely for information purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security. She enjoys offering her assistance and values building relationships. Consider These 11 Reasons To Start Estate Planning 5. Mark has over 9 years of experience in the financial industry and has obtained his CERTIFIED FINANCIAL PLANNER certification. Selected Black Diamond's cloud-native solution to offer superior communication, reporting, and secure statements. Specialties: Annex Wealth Management is one of the largest fee-only RIAs in Wisconsin. Amy enjoys backyard gardening using native Wisconsin flowers to support pollinators, SCUBA diving and traveling with her husband Matt. Gregory was born and raised on Lake Winnebago and enjoys any time he gets to be out on the water. As a Client Operations Specialist, Lori assists with all service-related needs of Annex Wealth Management clients, including scheduling, investor research, and paperwork preparation. Centralized client management. Jason closely monitors portfolio holdings and leads r, esearch and analysis on adding new positions into the portfolio, Executive Financial Counseling Benefit for Businesses. Cory enjoys spending time with his son, golfing, film production, working out, and is also a gaming enthusiast. Jeff lives in Pleasant Prairie with his wife Lana and has three adult children. Matthew graduated in 1997 from the University of Wisconsin Oshkosh with a degree in economics and started his career in commercial banking. Randy and his wife enjoy traveling, fishing, and beer tastings. He has spent much of that time helping to educate investors on the financial markets and how to best plan for the future. Michael Roth, CFA is a Trader/Research Analyst at Annex Wealth Management. Before working as a Client Service Manager at Annex Wealth Management, Avery worked as a financial advisor at Northwestern Mutual as well as a Head Basketball Coach at Waterford Union High School. Fred passed the General Securities Representative (Series 7). As a Client Service Manager, Dylan assists all service-related needs of Annex Wealth Management clients. She also previously served as a Title Clerk and a Membership Coordinator at the local YMCA. 66 were here. The young professionals of Bartlesville are co-hosting with Arvest Wealth Management for a "Build your financial future". Before you commit to a financial advisor, make sure you ask these questions about critically-important details. In addition, Bjorn has passed the following FINRA exams: Investment Company and Variable Contracts Products Representative Exam (Series 6), General Securities Representative (Series 7), Uniform Securities Agent State Law Examination (Series 63), and Uniform Investment Advisor Law Examination (Series 65). He also passed the Uniform Securities Agent State Law Examination (Series 63), Uniform Investment Adviser Law Examination (Series 65), is Wisconsin Life Insurance Licensed, is a CERTIFIED FINANCIAL PLANNER (CFP) is a Chartered Retirement Plan Specialist (CRPS) and holds the Retirement Plan Associate (RPA) Designation from the International Foundation of Employee Benefit Plans. As a Client Service Manager, Shannon assists all service-related needs of Annex Wealth Management clients. Erin has almost 20 years of experience in the financial services industry working with clients to achieve their financial goals. Prior to Annex Fred worked 7 years as a Financial Advisor and a Trader. She graduated from the University of Wisconsin-Oshkosh and received her Bachelors degree in Business Administration Management. Heather serves as one of the primary points of contact for Annex Wealth Managements client service related requests. Rick Kula is a Wealth Manager at Annex Wealth Management. While at Alverno, she worked as a writing assistant and served as the treasurer for her chapter of Pi Sigma Epsilon the only national co-ed professional sales and marketing fraternity. She loves to travel and is a soccer mom to two beautiful boys. Directorate Financial Management Directorate, +1 more . He has passed the following industry related exams: General Securities Representative (Series 7), Uniform Combined State Law (Series 66), and Uniform Securities Agent State Law (Series 63). Eric is a proud father and enjoys spending time with family. Leonardo graduated from the University of Wisconsin-Milwaukee with a bachelors degree in Business Administration. Joseph graduated from Marquette University in 1985 with a degree in Accounting and received his CPA license in 1986. He is an avid sports fan and enjoys attending local Milwaukee Brewers, Bucks, and Packers games. Improve retention and morale by providing your executives access to tailored wealth management advice. He currently holds his Series 65 license. In 2012 Amy graduated with a Master of Business Administration from Alverno College. He is responsible for directing and contributing to Annexs firm-wide growth trajectory. She also loves to travel with her husband and their dogs. Matthew lives in Waukesha with his wife Abbie, their son Levi and daughter Kennedy. Kristen Minick is an Events Manager at Annex Wealth Management. He oversees relationships forged at the branch and ensures every client is experiencing the Annex Wealth Management difference there. Before joining Annex, Jason was a Portfolio Analyst. 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. 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 He chairs the Investment Policy Committee and interacts closely with the firms financial Advisors. Before Annex Wealth Management, Andrea worked as an annuity specialist for Northwestern Mutual. Nikki lives in Germantown with her husband Jeff. 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