Stephanie serves as Client Service Associate as part of a diverse team of investment executives and financial advisors. She acts as liaison between clients and custodians as well as assisting clients with service requests.  Stephanie also coordinates various day-to-day operations and client contacts.

 

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 sits on the Board of the UW-Milwaukee Alumni Association and organizes an annual golf outing to benefit breast cancer research.