Annex Wealth Management ® Team

 

 

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

Eric Brown, CMFC®, Senior Financial Advisor

Dave Mills, CFP®, Senior Financial Advisor

Kevin Nemoir, CFP®, Financial Advisor

Michael Koerner, Financial Advisor

Kurt Maltby, CFP®, Financial Advisor 

Scott Stoltenberg, Financial Advisor

Chuck Schicker, Financial Advisor

Justin Krueger, Financial Advisor

Joe Campagna, Financial Advisor 

Tim Fischer, Financial Advisor

Ron Gawelski, Financial Advisor  

Chris Johansson, Financial Advisor

Patrick O’Halloran, Financial Advisor

Joe Schilz, Financial Advisor

 

Carly Chapko, Administrative Assistant

Michael Duffy, Client Service Manager

Stephanie Emons, Client Service Manager

Cathy Marschall, Client Service Manager

Matt Bruce, Client Service Manager

 

 

Jon Cyganiak, Investment Executive

Dale Demski, Investment Executive

Kris Fjellman, Investment Executive

Chris Martin, Investment Executive

John Pierson, Investment Executive

Richard Schmeling, 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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