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
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 an Associate Wealth Manager at Annex Wealth Management.
As an Associate Wealth Manager, 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.
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.
Aaron Bain
Wealth Management Assistant
Aaron Bain is a Wealth Management Assistant at Annex Wealth Management.
As a Wealth Management Assistant, Aaron assists with all service-related needs of Annex Wealth Management.
Aaron recently graduated from the University of Wisconsin–La Crosse with a Bachelor’s Degree in Accounting and Finance, with a concentration in Personal Financial Planning. Prior to joining Annex full‑time, he worked as a Wealth Management Intern on the Annex Ignite team.
Outside of work, Aaron enjoy camping, hiking, playing and watching soccer, cheering on the Packers, and spending time with friends and family.
Pieter Mulder
Pieter Mulder is a Wealth Management Assistant at Annex Wealth Management’s Madison Branch Office.
As a Wealth Management Assistant, Pieter assists with all service-related needs of Annex Wealth Management.
Pieter recently graduated from the University of Wisconsin-Madison with a bachelor’s degree in Personal Finance through the School of Human Ecology. Prior to joining Annex full-time, he was an intern on the Client Service team.
Outside of work, Pieter enjoys being with friends, exploring the city, watching and playing hockey, and listening to music.
Faith Schanowski
Wealth Manager Assistant
Faith Schanowski is a Wealth Manager Assistant at Annex Wealth Management.
As a Wealth Manager 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.
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.
Nathaniel Mulder
Client Service Manager
Nathaniel Mulder is a Client Service Manager at Annex Wealth Management.
As a Client Service Manager, Nathaniel assists all service-related needs of Annex Wealth Management clients.
Nathaniel graduated from the University of St. Thomas with a bachelor’s degree in financial management. Prior to working at Annex, he was working as a line cook and doing manual labor in the summers.
Nathaniel grew up playing hockey in Minnesota and is a diehard Detroit Redwings fan. In his free time, he enjoys golfing, cooking for friends and family, and being outdoors, fishing or camping.
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.
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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