Mark Beck is the Director of Wealth Management Services at Annex Wealth Management ®. Mark is an accomplished and highly knowledgeable financial services leader with broad-based expertise in various areas of financial services, including financial planning, investment management, tax accounting, and lending.

 

Prior to joining Annex, Mark served as the Principal/Director and Chief Investment Officer of another Brookfield-based investment advisory firm, where he was instrumental in the substantial growth and development of the firm. Mark advocates a client-centered, systematic approach to guiding clients in their financial and investment decision making process.

 

With over 15 years of experience, Mark has a substantial professional foundation in the financial services industry. He holds a Bachelors of Business Administration degree in Finance from the University of Wisconsin – Whitewater, and is a member of the Financial Planning Association.

 

Mark lives in Waterford, WI with his wife Cathy and their son and daughter. They enjoy an active family lifestyle and participate in many outdoor activities together, including snow skiing, water skiing, mountain biking, and golf. Mark is an active member of the Waterford Area Kiwanis club.