Elm Grove, Wis.-based Annex Wealth Management has hired Richard Behrendt, J.D., as director of estate planning services. Most recently, Behrendt served as senior vice president, director of estate planning, for Robert W. Baird & Co. Prior to joining Baird, he spent 12 years as an estate tax attorney with the Internal Revenue Service. Behrendt has also served as an adjunct professor of law at the University of Wisconsin Law School since 2008.
Annex Wealth Management is an independent financial service organization focused on investment advisory, retirement and estate planning.
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