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

Kevin Nemoir, CFP®, Financial Advisor

Michael Koerner, Financial Advisor

Kurt Maltby, CFP®, Financial Advisor 

Kirk Spano, Financial Advisor

Kurt Mueller, CFP®, Financial Advisor

Scott Stoltenberg, Financial Advisor

Chuck Schicker, Financial Advisor

Robert Beihoff, Financial Advisor 

Justin Krueger, Financial Advisor

Joe Campagna, Financial Advisor 

Tim Fischer, Financial Advisor

Ron Gawelski, Financial Advisor  

Chris Johansson, Investment Executive

Patrick O’Halloran, Financial Advisor

Joe Schilz, Financial Advisor

Richard Schmeling, Financial Advisor  

 

Cathy Marschall, Director of First Impressions

Kristen Schmidt, Office Manager

Michael Duffy, Client Service Leader

Stephanie Emons, Client Service 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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