In The News

We Give Thanks

We Give Thanks

Members of Annex Wealth Management's Team Share What They're Thankful For “Gratitude is not only the greatest of virtues, but the parent of all the others.” ~ Cicero

Patrick Noble

  1. My wife Susan, and boys Harrison and Robert.
  2. Very thankful for my faith in God
  3. Thankful to work with a great team of people and that we help people each and every day.

Lee Ann Bittner

  1. My Family
  2. My good health
  3. The four seasons

Amy Bremmer

  1. My husband – his extreme patience is what makes our marriage strong; his humor makes our lives fun
  2. Knowledge & learning – through formal education, traveling & experiencing different cultures
  3. Gainful employment – we have been blessed with good jobs.  We earn a living wage, have food on the table and a roof over our heads.  Not everyone in the world can say that.
  4. Green Bay Packers

Stephanie Emons

  1. My son’s curiosity and vibrancy
  2. Vitamin C
  3. A new chapter of Harry Potter movies
  4. Egg Nog & Christmas cookies

Mike Venturini

  1. Our Clients and the Service we provide
  2. Our Team Approach
  3. Giving back to the community

Susan Felton

  1. Faith
  2. Family
  3. Friends

Melissa Case

  1. My health so I can do all the physical activities I enjoy.
  2. My parents who have supported me in all the stages of life.
  3. Being able to experience the joys (and pains) of parenting two great kids.

Andrea Schwenker

  1. My healthy Baby Boy & Family
  2. I’m thankful for laughter – it makes for a better day!
  3. Today, because it’s a new adventure

Greg Batiansila

  1. So many good people around me
  2. Spectacular Fall weather
  3. Mercy

Deanne Phillips

  1. Daily I’m thankful for my family and their support and love.
  2. I’m thankful for a strong support chain of fabulous friends and co-workers who are caring and not afraid to respectfully but passionately stand up for their values.
  3. I’m thankful that my parents and grandparents believed in me and taught me that life is what we bring to it.  At all this we should be kind and do good work.  This is what I hope my little girl carries with her.

Susan Gonzalez

  1. Our Drive for excellence
  2. Collaborative Ideas becoming implemented
  3. Working with a Management Team that sees us as individuals

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Axiom | Vol 507

Axiom | Vol 507

More Than Just an AI Sugar High | Read Macro & Market Musings | Money Guilt: Practical Ways To Heal & Deal | ICYMI | Annex University: Long Term Care Basics | Private Markets & Diversified Portfolios | Listen To Wealthyist | The Early Retirement Checklist

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Axiom | Vol 507

Axiom | Vol 507

THIS WEEK: One Big Beautiful 2026 Tax Reality Check | BROOKFIELD | March 24 | One Big Beautiful Bill Act Planning Tactics | Download Today! | A Closer Look At Roth Conversions | Listen To The Annex Wealth Management SWOT Podcast! | Your Wealth Roadmap: Checklists for Every Life Stage – From First Paycheck to Enduring Legacy

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