MELISSA M. CASE JOINS ANNEX WEALTH MANAGEMENT AS
CHIEF FINANCIAL OFFICER
Elm Grove, Wis., September 17, 2013. . . . .Annex Wealth Management, a leading independent investment advisory firm, today announced that Melissa M. Case has joined the company as chief financial officer. Case will oversee all areas of the firm’s financial operations and accounting. Prior to joining Annex Wealth Management, Case served as controller for R.A. Smith National, Inc. located in Brookfield, Wis.
“Melissa joins our team with over 12 years of experience in finance and accounting. Recognized as a 2011 CFO of the Year by the Business Journal of Greater Milwaukee, she brings to Annex Wealth Management well-rounded expertise in budgeting, forecasting, financial reporting, and mergers and acquisitions. Melissa’s proven leadership abilities will be a tremendous asset to our continued growth and success. We are pleased to welcome her to our team,” said David J. Spano, president and CEO of Annex Wealth Management.
Case joined R.A. Smith National in 2000, serving most recently as controller. In this position she was responsible for overseeing all accounting functions and financial performance and was a key member of the management and acquisition teams. A Certified Public Accountant, Case holds a Master of Business Administration degree from the University of Wisconsin – Milwaukee, and a bachelor’s degree in accounting from Indiana University – South Bend.
Case is a member of the Wisconsin Institute of Certified Public Accountants (WICPA). A resident of Hartland, Wis. she is a volunteer member of the Hartland Athletic Advancement Association where she plays and coaches softball teams and oversees tournaments.
About Annex Wealth Management
Annex Wealth Management, LLC is a premier, independent financial service organization headquartered in Elm Grove, 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 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.
Securities offered through H. Beck, Inc., member FINRA/SIPC. Annex Wealth Management, LLC and H. Beck Inc. are unaffiliated.
