Annex Wealth Management
Dylan Lyons has been with Annex Wealth Management since January 2019, serving as a Client Service Manager and previously as a Client Service Associate. Prior experience includes roles as a Wine and Spirits Associate at Sendik's Food Market and an Account Advisor at Receivables Control Corp. Additional experience includes serving as a Server for Mintahoe Catering & Events and various positions at Ozaukee Country Club, including Bag Room Attendant and Caddie. Dylan holds a Bachelor of Applied Economics from the University of Minnesota, completed between 2011 and 2015, and graduated from Homestead High School in 2011.
Annex Wealth Management
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.