Annex is a fast-growing registered investment advisor founded with the goal of serving the complete financial needs of family, individual and business clients. We’ve earned a reputation for excellence in our industry by providing comprehensive and objective services. We strive to understand the nature and special circumstances of each of our clients, focusing on their personal financial situation, and providing ongoing management and solutions. 

We believe that integrity, customer service and hard work are the foundations for everything else we do.  We are committed to working with our clients as a fiduciary providing independent and unbiased advice.  In doing so, we strive to provide objective, creative and focused planning. We educate and explain in order to help our clients understand their financial situation and assist in the decision-making process.

Investment Management

Annex Wealth Management

Dave Spano

Josh Hoisington

Todd Voit

Steve Dryer

Cfp® Deanne Phillips Cdfa®, Abfp

Cfp® Brandon Lehman Aif®

Kristin Z Reilly

Naomi Ackley Cscp

Jim Blahnik

The Compliance Team at Annex Wealth Management is responsible for ensuring the firm adheres to all regulatory requirements and industry standards. They oversee the implementation and enforcement of compliance policies, conduct regular audits, and provide ongoing education to staff on regulatory guidelines. By proactively managing risks and maintaining ethical standards, they safeguard the firm's reputation and protect clients' interests.

Compliance Team

Client Services Team

Directors and Managers

Wealth Management

Compliance Team

About

Team members

Other teams at Annex Wealth Management

Client Services Team

Directors and Managers

Wealth Management