Contact: Mark Beck
Annex Wealth Management
Phone: 262.786.6363
E-mail: mbeck@annexwealth.com
ELM GROVE, WI. Annex Wealth Management continues to add experienced professionals to meet the investment and financial planning needs of its growing client base. The firm is pleased to announce the addition of Joe Schultz, Financial Advisor.
Joe has double major degrees in Finance and Marketing from the University of Wisconsin-Milwaukee. As a Chartered Retirement Planning Counselor (“CRPC”), his primary focus has been to help build sound retirement income plans for those who are in or approaching retirement.
“Joe has years of experience in the industry and a real commitment to helping clients. He is a great addition to the team.” said David Spano, CFP®, and President of Annex Wealth Management.
Annex Wealth Management, LLC is an independent registered investment advisor and financial planning organization headquartered in Elm Grove, WI. Annex brings together high-quality, client-focused professionals from the investment advisory, retirement planning and estate planning fields to form a client service team prepared to meet the financial needs of a diverse client base.
Securities offered through H. Beck, Inc., member FINRA/SIPC. Annex Wealth Management, LLC and H. Beck, Inc. are unaffiliated. For more information, visit http://www.AnnexWealth.com.
