Your Annex Ignite® team members partner with you to act as your guide and accountability partner. Enjoy annual, interactive, convenient engagement – including virtual meetings.
Annex Ignite® delivers holistic, fiduciary wealth management to those early in their financial journey or who face less complex financial circumstances. As an Annex Ignite® client, you’ll receive:
Individualized advice focused on your journey
Relevant action items
Ongoing support based on your specific needs
Planning built around you and your current financial situation
Holistic Wealth Planning from Annex Ignite®
Financial Planning
Our team will help you envision your short- and long-term goals, and then provide goal-based, foundational financial planning customized to your journey, delivered in an interactive manner.
Tax Planning
Guidance focused on strategies and opportunities relative to where you are on your journey, including providing you with relevant action items.
Risk Management & Insurance Planning
Objective insurance planning and foundational guidance to help you understand your financial risks and the tools to mitigate them throughout life’s stages.
- Objective assessment of existing coverage and available resources, such as employer insurance benefits
- Support the implementation by introducing partners we know and trust to meet your insurance coverage needs
Investment Management
Planning focused on your priorities – whether they are lifestyle, family, charity or establishing a legacy.
- Coordination and integration among tax, investment, and estate planning goals
- Your capacity: liquidity planning intended to protect withdrawal needs and insulate your retirement lifestyle from market conditions
Estate Planning
Fundamental estate planning guidance along your financial journey.
The Annex Ignite® Team
Ryan Van Barcom
Manager of Ignite®
Ryan Van Blarcom is the Manager of Ignite® at Annex Wealth Management.
As Manager of Annex Ignite®, Ryan leads the Wealth Managers seeking meaningful engagement with Annex Ignite® clients.
Ryan is a CERTIFIED FINANCIAL PLANNER™ professional with six 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 Capella University with his MBA.
Ryan is currently enjoying the city life and spending time with friends.
Kevin Trecek
Kevin Trecek is an Associate Wealth Manager at Annex Wealth Management.
As an Associate Wealth Manager, Kevin assists with all service-related needs of Annex Wealth Management.
Kevin is experienced in helping clients build knowledge and understanding of their financial lives to aid in achieving their goals. Prior to Annex, Kevin worked as a financial advisor for a national financial services organization, and a Business Development Associate at a national investment and insurance firm.
Kevin graduated from UW-Whitewater with a degree in finance. He passed the Securities Industry Essentials (SIE), and the General Securities Representative (Series 7), and the Uniform Combined State Law (Series 66).
Kevin lives in Oconomowoc with his girlfriend and their dog. He enjoys the outdoors, especially days at the lake.
Brady Michaelis
Wealth Manager
As a Wealth Manager, Brady assists with all service-related needs of Annex Wealth Management.
Before working at Annex Wealth Management, Brady worked as an intern for another financial planning firm while attending the University of Wisconsin Whitewater. Brady was also a proud member of the U.S. Army Reserves from 2016 until 2022 where he then commissioned as a second lieutenant in the Wisconsin National Guard.
Brady enjoys working on cars, riding his motorcycle, snowmobiling, and spending time with friends and family.
Jacob Vander Galien
Associate Wealth Manager
Jacob Vander Galien 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.
Prior to working at Annex, Jacob built up his customer service experience and held an internship at another financial services firm. Before transitioning to Associate Wealth Manager, Jacob served Annex as a Client Service Manager for three years.
Jacob attended the University of Wisconsin-Waukesha for the first two years of his college years where he obtained an associates degree. He then went on to finish school at the University of Wisconsin-Madison, where he earned a bachelor’s degree in Personal Finance.
Outside of work, Jacob enjoys spending time with friends and family, staying active, and is an avid packer fan!
Drew Powell
Drew Powell is a Wealth Management Assistant at Annex Wealth Management.
As a Wealth Management Assistant, Drew assists with all service-related needs of Annex Wealth Management.
Prior to working at Annex Wealth Management, Drew earned his undergraduate degree in Economics from Cornell University. He was a student athlete during his collegiate career, playing on the varsity football team. Drew also has previous experience working at a local pizza restaurant down in Naples, Florida.
Drew enjoys watching sports, playing golf, exercising, and spending time with friends and family.
Amanda Ploetz
Lead Client Service Manager
Amanda Ploetz is a Client Service Manager at Annex Wealth Management.
As a Client Service Manager, Amanda assists all service-related needs of Annex Wealth Management clients.
Before working as a Client Service Manager at Annex Wealth Management, Amanda served as an Operations Specialist with Annex.
Amanda loves spending time with family, her friends, and exploring all Milwaukee has to offer.
Austin Vande Slunt
Client Service Manager
Austin Vande Slunt is a Client Service Manager at Annex Wealth Management.
As a Client Service Manager, Austin assists all service-related needs of Annex Wealth Management clients.
Before Annex Wealth Management, Austin worked for a real estate investment trust for two years. He graduated from the University of Wisconsin-Whitewater with a degree in Finance.
Outside of work Austin enjoys golfing, watching sports, and hanging out with family and friends. He is also a Wisconsin sports fan.
Nolan McIntyre
Associate Wealth Manager
Nolan McIntyre is an Associate Wealth Manager at Annex Wealth Management.
As an Associate Wealth Manager, Nolan assists with all service-related needs of Annex Wealth Management.
Nolan graduated from the University of Wisconsin-Madison with a bachelor’s degree in Personal Finance with an emphasis in Financial Planning. He has passed the FINRA qualification examination: Uniform Investment Adviser Law Exam (Series 65).
Prior to joining Annex full-time, Nolan was an intern on the Financial Planning team.
Nolan enjoys watching and playing soccer, photography, golfing, and spending time with friends and family.
Faith Schanowski
Wealth Management Assistant
Faith Schanowski is a Wealth Management Assistant at Annex Wealth Management.
As a Wealth Management Assistant, Faith assists with all service-related needs of Annex Wealth Management.
Faith has recently graduated from The University of Iowa’s Tippie College of Business with a Bachelor of Business Administration in Finance. Prior to joining Annex full-time, she worked on the client service team as an intern.
Faith enjoys staying active through lifting weights and yoga, watching live music, traveling, and spending time with family and friends.
Reina Wu
Wealth Management Assistant
Reina Wu is a Wealth Management Assistant at Annex Wealth Management.
As a Wealth Management Assistant, Reina assists with all service-related needs of Annex Wealth Management.
Reina has recently graduated from the University of Wisconsin-Madison with a bachelor’s degree in Economics and Personal Finance with an emphasis in Financial Planning. Prior to joining Annex full-time, Reina was an intern on the Financial Planning team.
Outside of work, Reina enjoys going on walks, playing table tennis, listening to music, and spending time with family and friends.
Unleash the Power of What's Next
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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