Annex Wealth Management
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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 natu... Read more
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Dave Spano
President and CEO
Dave Spano
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Jim Blahnik
Director Of IT
Naomi Ackley Cscp
Chief Compliance Officer
Kristin Z Reilly
Chief Financial Officer
Cfp® Brandon Lehman Aif®
Director Of Annex Private Client
Cfp® Deanne Phillips Cdfa®, Abfp
Director Of Client Learning And Development
Steve Dryer
Director Of Operations
Todd Voit
Chief Investment Strategist
Josh Hoisington
Executive Liaison
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