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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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Smart Habits of Rich Retirees

Smart Habits of Rich Retirees

Many wealthy retirees don’t just stop working, they shift their focus to protecting what they’ve built while enjoying life. Their success often comes from blending smart financial habits with smart lifestyle choices rather than simply chasing higher returns. The result is greater flexibility, confidence and sometimes other positives in retirement. Annex Wealth Management’s Mike Dodge, CFP®, ChFC®, CLU® is here to discuss.

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Axiom | Vol 510

Axiom | Vol 510

Gas Prices Up; Sentiment Down | Join Us For These April Women & Wealth Events | Read The Quarterly Investment Outlook! | Private Jets Without Owning the Plane: How JETOUT’s Co-Ownership Reclaims Time for the Wealthy | Listen To Wealthyist | Operation Epic Exit | Read Macro & Market Musings | Understand Your WRS Pension Potential | WEBINAR | Listen To Us On The Radio!

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Axiom | Vol 510

Axiom | Vol 510

Gas Prices Up; Sentiment Down | Join Us For These April Women & Wealth Events | Read The Quarterly Investment Outlook! | Private Jets Without Owning the Plane: How JETOUT’s Co-Ownership Reclaims Time for the Wealthy | Listen To Wealthyist | Operation Epic Exit | Read Macro & Market Musings | Understand Your WRS Pension Potential | WEBINAR | Listen To Us On The Radio!

read more
Axiom | Vol 510

Axiom | Vol 510

Gas Prices Up; Sentiment Down | Join Us For These April Women & Wealth Events | Before You Raid Your 401(k), Watch This | Beat Mark Tauscher | WEBINAR THIS WEEK | Private Jets Without Owning the Plane: How JETOUT’s Co-Ownership Reclaims Time for the Wealthy | Listen To Wealthyist | Understand Your WRS Pension Potential | WEBINAR | Operation Epic Exit | Read Macro & Market Musings | One Big Beautiful Bill Act Planning Tactics | Download Today!

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After decades of planning and preparation, Annex Wealth Management has established a way of doing business that promises the same warm, personal, one-on-one interaction to all clients. Using leading-edge technology, analytics and review, our staff of skilled professionals constantly seeks to confidently deliver an elite, full-service wealth management experience.

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