Wealth Manager
Ryan Van Blarcom is a Wealth Manager at Annex Wealth Management.
Ryan has three years of experience in the financial industry working with clients and attending to their financial goals. He has spent the majority of that time helping to educate investors on the financial markets and how to best plan for the future.
Graduating from the University of Minnesota-Duluth, Ryan has a degree in Business Administration in Finance. In 2020, he graduated from the Capella University with his MBA.
Ryan is currently enjoying the city life and spending time with friends.
Wealth Manager
Ryan Lundeen is a Wealth Manager at Annex Wealth Management.
As a Wealth Manager, Ryan meets with prospective clients, working to secure the client relationship and then oversee the relationship for the long-term. Wealth managers conduct initial portfolio reviews with clients to determine or validate current investment objectives; prepare recommendations of appropriate investment models and allocations developed by Annex Wealth Management’s Financial Planning team; and engage in business development to deliver results.
Ryan has been in the financial services industry for the past eleven years. He has spent this time educating and assisting clients with their financial needs, wants, and wishes. He has had roles that ranged from responsibilities as account manager to various lending roles.
Ryan graduated from the University of Wisconsin-Oshkosh in 2008 with a Bachelor of Science degree in Psychology. Ryan is a CERTIFIED FINANCIAL PLANNER™.
Ryan lives in Waukesha with his wife Kieran. He enjoys staying active with outdoor activities that include golf, running, soccer, and bicycling. He is an avid sports fan and enjoys attending local Milwaukee Brewers, Bucks, and Packers games.
Wealth Manager
Amy Bremmer is a Wealth Manager at Annex Wealth Management.
As a Wealth Manager, Amy meets with prospective clients, working to secure the client relationship and then oversee the relationship for the long-term. Wealth Managers conduct initial portfolio reviews with clients to determine or validate current investment objectives; prepare recommendations of appropriate investment models and allocations developed by Annex Wealth Management’s Financial Planning team; and engage in business development to deliver results.
Before Annex Wealth Management, Amy worked at Thrivent Financial for Lutherans, JP Morgan’s Private Wealth division in Milwaukee and Chicago and Global View Capital Advisors in Waukesha.
Amy earned a Bachelor of Business Administration in Finance and a Bachelor of Arts in French and Francophone Studies from UW-Milwaukee in 2006. In 2012 Amy graduated with a Master of Business Administration from Alverno College. She is a CERTIFIED FINANCIAL PLANNER ™ professional.
Amy enjoys backyard gardening using native Wisconsin flowers to support pollinators, SCUBA diving and traveling with her husband Matt. She is a UW Extension Master Gardener Volunteer and enjoys working on gardening projects with small children. Amy also represents Annex through our Financial Literacy Initiative focusing on basic financial literacy for college students.
Associate Wealth Manager
Jake Knox is an Associate Wealth Manager at Annex Wealth Management.
As an Associate Wealth Manager, Jake assists with all service-related needs of Annex Wealth Management.
Jake recently graduated from UW-Whitewater. He double majored in Finance, with an emphasis in Financial Planning, and Information Technology.
Prior to working at Annex Wealth Management, Jake worked at US Bank in the business lending department. During his time in school, he also worked in their finance department meeting and assisting students with their financial situations.
In his free time, Jake enjoys golf, all things Wisconsin sports, and the Chicago Blackhawks.
Associate Wealth Manager
Jacob Rabay is an Associate Wealth Manager at Annex Wealth Management.
Before he worked at Annex Wealth Management, Jacob ran “Rabay Financial” a financial planning practice through Northwestern Mutual in Elm Grove for 6 1/2 years. He has obtained his life, health, long-term care, and basic security licenses.
Jake enjoys golfing, skiing, making music, and traveling with friends and family.
Wealth Manager/Manager of Annex Ignite®
Jeff Stanich is a Wealth Manager/Manager of Annex Ignite® at Annex Wealth Management.
As a Wealth Manager, Jeff meets with prospective clients, working to secure the client relationship and then oversee the relationship for the long-term. Wealth Managers conduct initial portfolio reviews with clients to determine or validate current investment objectives; prepare recommendations of appropriate investment models and allocations developed by Annex Wealth Management’s Financial Planning team; and engage in business development to deliver results.
As Manager of Annex Ignite®, Jeff leads the Wealth Managers seeking meaningful engagement with Annex Ignite® clients.
Jeff spent over 27 years as an Options Trader in Chicago before transitioning to a career in Wealth Management.
Jeff completed the Certificate in Financial Planning at Northwestern University. Jeff is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Uniform Investment Advisor Law (Series 65) license with Annex Wealth Management.
Jeff lives in Pleasant Prairie with his wife Lana and has three adult children. Jeff enjoys traveling with Lana, exercising, fishing, golf and spending time with family and friends.
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