Annex Wealth Management
Stephanie Emons has extensive experience in client service and operations, currently serving as the Manager of the Client Service & Operations Department at Annex Wealth Management since September 2007. Over the years, Stephanie has held various roles within the company, including Client Service Manager and Senior Client Service Manager, while supervising a team of over 25 professionals. Additionally, Stephanie has been active in community service, serving as the Board President of the West Allis-West Milwaukee School District from 2018 to 2021 and as PTA President at Woodrow Wilson Elementary School and Frank Lloyd Wright Intermediate School. Previous board memberships include the UWM Alumni Association and the F. Lynn Ertl Memorial Foundation. Stephanie's educational background includes a Graduate Certificate in Non-Profit/Public/Organizational Management and a Bachelor’s degree in Mass Communications, both from the University of Wisconsin-Milwaukee.
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.