Annex Wealth Management ® Team

 

 

Dave J. Spano, CFP®, President 

 

 

Mark M. Oswald, Managing Partner 

 

Mark Beck, Director of Wealth

Management Services   

 

 

John Bodden, Financial Advisor

Kurt Maltby, CFP®, Financial Advisor 

Kevin Nemoir, CFP®, Financial Advisor

Michael Koerner, Financial Advisor

Chris Johansson, Investment Executive

Kirk Spano, Financial Advisor

Patrick O’Halloran, Financial Advisor

Joe Campagna, Financial Advisor  

Chuck Schicker, Financial Advisor

Scott Stoltenberg, Financial Advisor

Bob Beihoff, Financial Advisor  

Ron Gawelski, Financial Advisor  

Justin Krueger, Financial Advisor  

Dick Schmeling, Financial Advisor  

Joe Schilz, Financial Advisor

Tim Fischer, Financial Advisor

Kurt Mueller, CFP®, Financial Advisor

 

Dan Borchard, Client Service

Stephanie Emons, Client Service 

Cathy Marschall, Receptionist

Kristen Schmidt, Office Manager 

 

Bob Basarich, Investment Executive

Jon Cyganiak, Investment Executive

Dale Demski, Investment Executive

Kris Fjellman, Investment Executive

Chris Martin, Investment Executive

John Pierson, Investment Executive

18650 West Corporate Drive Suite 300 Brookfield, WI 53045    Tel: 262-786-6363 Fax: 262-792-8930

Securities offered through H. Beck Inc.  Member FINRA/SIPC.
Annex Wealth Management ® and H. Beck Inc. are separate and unrelated companies.

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