Carly Chapko, Administrative Assistant

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Carly acts as Annex’s primary Administrative Assistant and Client Greeter.  Visitors and callers to Annex will find her to have client service as her #1 priority.  Carly is tasked with preparing the office for client meetings, assisting the Executive staff with administrative functions, and providing a warm welcome and professional experience to all of our guests every day.  Her attention to detail, positive attitude, friendliness, and outgoing personality contribute to Annex’s success.  Carly had previously worked as a receptionist and administrative assistant in the medical and real estate fields.

12700 W. Bluemound Road, Elm Grove, WI 53122    Tel: 262-786-6363 Fax: 262-792-8930

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Annex Wealth Management®, LLC and H. Beck, Inc. are separate and unrelated companies.

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