Elm Grove, Wis.-based Annex Wealth Management has hired Daniel Brown as an investment officer and Richard Kula as a financial planner and retirement plan specialist.

Brown will work with the firm’s chief investment officer to establish investment policy and strategy. Brown most recently served as director and equity fund manager for M&I Investment Management/BMO Global Asset Management.

 

 

Kula will assist clients in meeting their personal wealth management goals.  His expertise is in working with businesses and non-profit organizations to develop ta- advantaged retirement savings programs.

 

 

 

Annex Wealth Management is an independent financial service organization focused on investment advisory, retirement and estate planning.
 

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