Annex Wealth Management ® Team

 

 

Dave J. Spano, CFP

Dave J. Spano, CFP®,

President,

Chief Executive Officer

 

Mark M. Oswald,

Managing Partner,

Chief Compliance Officer

 

Derek V.W. Felske, CFA,

Chief Investment Officer

 

Mark Beck, Director of

Wealth Management Services

 

 

John Clarence Bodden, Senior Financial Advisor

Kevin Nemoir, CFP®, Senior Financial Advisor

Michael Koerner, Financial Advisor

Kurt Maltby, CFP®, Financial Advisor

Chuck Schicker, Financial Advisor

Joe Schultz, Financial Advisor

Dave Mills, CFP®, Senior Financial Advisor

Paul Nowak, Financial Advisor

Scott Dziubek, CFP®, Financial Advisor

William H. Haise, Financial Advisor

Chris Johansson, Financial Advisor

Roman Robert Tomal III, Financial Advisor

Joe Campagna, Financial Advisor 

Daniel Krueger, Financial Advisor

Dean Strom, Financial Advisor

Patrick O’Halloran, Financial Advisor

Al Dearing, Financial Advisor

John Sobiech, Financial Advisor

Justin Krueger, Financial Advisor

Matt Bruce, Financial Advisor

 

 

Chris Martin, Investment Executive

Dale Demski, Investment Executive

John Pierson, Investment Executive

Jon Cyganiak, Investment Executive

Kris Fjellman, Investment Executive

Richard Schmeling, Investment Executive

Robert P. Teofilo, Investment Executive

Ron Gawelski, Investment Executive

Joe Schilz, Investment Executive

Tim Fischer, Investment Executive

Jim Weston, Investment Executive

 

Cathy Marschall, Client Service Manager

Darla Miller, Client Service Manager

Erin Rossman, Client Service Manager

Janice Sindelar, Client Service Manager

Katie Knurowski, Client Service Manager

Kimberly L. Baewer, Client Service Manager

Leslie Buck, Client Service Manager

Lori Beihoff, Marketing Specialist

Michael Duffy, Operations Specialist

Mike Olson, Client Service Manager

Randy Winkler, Financial Planning Specialist

Stephanie Emons, Client Service Manager

Susan Valiquette, Client Service Manager

 

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

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