Annex Wealth Management: Announces the addition of Mike Venturini as wealth management specialist

Elm Grove, Wis., July 8, 2015 — Annex Wealth Management, a leading full-service advisory and wealth management firm, today announced the addition of Mike Venturini as Wealth Management Specialist.

Venturini joins the company with over 30 years of experience in management and customer service. In his new position, he will work closely to coordinate the necessary financial planning, estate planning and investment management needs of Annex Wealth Management clients throughout Southeastern Wisconsin. Venturini will use his many years of experience to develop and care for the firm’s current client relationships as well as establish new connections, especially in the Racine and Kenosha areas.

“We are excited to welcome Mike to Annex Wealth Management and to further develop and expand our presence in Southeastern Wisconsin. Mike will work with current and potential clients to determine their financial needs and goals and build a portfolio with their needs in mind. We welcome his expertise and he will be a great asset to our growing team,” said David J. Spano, president and CEO of Annex Wealth Management.

Prior to joining Annex Wealth Management, Venturini served as Director of Operations and Investment Advisor at TADA Wealth Advisors in Mount Pleasant, Wis., where he was instrumental in the growth and development of the firm. Venturini’s financial experience includes working with both Northwestern Mutual Life and Wells Fargo Advisors. His qualifications include Series 7, 63 & 65 registrations, Chartered Retirement Planning Consultant (CRPC®) designation and a State of Wisconsin Life and Health Insurance license.

Currently, Venturini resides in Racine with his wife Kate and three children. During his time outside of Annex Wealth Management, he enjoys playing golf, boating and spending time with his family.

About Annex Wealth Management

Annex Wealth Management, LLC is a broad-based financial service organization with locations in Elm Grove, Delafield and Mequon, Wis. Under the direction of Dave Spano, CFP® and President, Annex Wealth Management brings together high-quality, client-focused professionals from the investment advisory, retirement planning and estate planning fields to form a client service team prepared to meet the financial needs of a diverse client base. Annex Wealth Management can be heard state-wide during its weekend radio broadcasts on 620AM WTMJ and 1130AM WISN. For more information, please visit http://www.annexwealth.com.