Stephanie serves as Client Service Manager, serving the clients of John Bodden, Senior Investment Advisor at Annex Wealth Management. She acts as liaison between clients and custodians as well as coordinating client's service requests. Stephanie also executes multiple day-to-day administrative operations and is the primary point of contact for all of John's clients.
Prior to joining Annex Wealth Management®, Stephanie served as a fundraising director and special event manager for several area non-profit organizations. She worked primarily with sponsors and donors to raise needed funds for programs and services in Southeastern Wisconsin.
Stephanie is an avid sports fan and enjoys movies and books. She is active in her son's PTA, sits on the board of the UW-Milwaukee Alumni Association and organizes an annual golf outing to benefit breast cancer research.