The Client Services Team at Annex Wealth Management is dedicated to providing exceptional service and support to our clients by addressing their financial needs and inquiries promptly and professionally. This team ensures that client accounts are managed efficiently, maintains clear and effective communication, and facilitates the implementation of personalized financial strategies. Their commitment to customer service and fiduciary responsibility underscores our company’s mission to deliver unbiased, objective, and comprehensive financial advice.
Amanda Ploetz
Client Services Manager
Andrea Schwenker
Client Services Manager
Ashley Schubert
Client Service Manager
Brittany Seemuth
Client Service Manager
Carl Holzem
Client Services Manager
Dylan Lyons
Client Service Manager
Elias Rico
Client Services Manager
Eric Thompson
Client Services Manager
Jacob Galante
Client Services Manager
Jacob vander Galien
Client Service Manager
Juliana da Costa
Client Services Manager
Laura Kelley
Client Service Manager
Megan Salb
Client Service Manager
Melanie Funk
Client Operations Specialist
Michael Rivera Flasc...
Client Service Manager
Rebecca Camann
Client Operations Specialist
Stephanie Emons
Manager, Client Service & Oper...
Susan Felton
Client Services Manager
Tarun Poonacha
Client Service Manager
Troy Defenbaugh
Client Services Manager
Tyler Quinn
Client Service Manager
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