Experience

Annex Wealth Management

• United States
• Investment Management
• 100 - 200 Employee

• Director of Retirement Plan Services

  • Sep 2014 - Present

  12700 W. Bluemound Road Suite 200, Elm Grove, WI 53122 I lead the 401(k) team at Annex Wealth Management. Our goal is to help plan fiduciaries offer a compelling benefit to their workforce. From there, we tailor a communication strategy aimed at helping workers take ownership of their financial future. We start with the basic principle that if a retirement plan doesn't actually benefit workers, it is not really an employee benefit. Our investment management team aims to craft cost-competitive fund lineups that offer ample opportunity for… Show more I lead the 401(k) team at Annex Wealth Management. Our goal is to help plan fiduciaries offer a compelling benefit to their workforce. From there, we tailor a communication strategy aimed at helping workers take ownership of their financial future. We start with the basic principle that if a retirement plan doesn't actually benefit workers, it is not really an employee benefit. Our investment management team aims to craft cost-competitive fund lineups that offer ample opportunity for diversification without overwhelming investors. We offer in-person meetings when possible but we also leverage custom videos and remote, live engagement to our clients. Plan fiduciaries are provided counsel on the constantly changing ERISA landscape as well as a documented investment due diligence process. If you've ever asked yourself whether your plan fees are competitive, if your employees are on track for a comfortable retirement or if your advisor really understands the qualified plan space, give me a call for a complimentary fiduciary review of your 401(k) arrangement. Show less



Independent Business Association of Wisconsin (IBAW)

• United States
• Public Policy

• Member Board Of Directors

  • May 2017 - Present

• President Of The Board Of Directors

  • Jun 2020 - Jul 2021



SecureFutures (Teen Financial Literacy Education, Tools, and Mentoring)

• United States
• Primary and Secondary Education
• 1 - 100 Employee

• Volunteer Trainer & Classroom Educator

  • Sep 2009 - Present

  Greater Milwaukee Area



HPGM

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Member Board Of Directors

  • Sep 2017 - Jul 2022



Center for Working Families

• United States
• Civic and Social Organizations
• 1 - 100 Employee

• Member Board Of Directors

  • Jan 2013 - Jul 2018

  Member of organizational board of directors.



M4 Financial Partners

• Retirement Plans Specialist

  • May 2011 - Sep 2014

  Brookfield WI



M&I Trust Company N.A.

• Retirement Plan Consultant

  • Sep 2007 - Jun 2011

• Communications Specialist

  • Mar 2006 - Sep 2007

• Relationship Coordinator

  • Aug 2003 - Mar 2006

• Communications Specialist

  • Mar 2001 - Aug 2003



Wangard Partners

• United States
• Real Estate
• 1 - 100 Employee

• Marketing Assistant

  • Sep 2000 - Dec 2000



Center for Working Families

• United States
• Civic and Social Organizations
• 1 - 100 Employee

• Volunteer

  • Aug 1998 - Aug 2000

  Volunteer experience - Business administration, primary/secondary/adult education and lifestyle mentoring.