September 22, 2014 • FA Staff
Elm Grove, Wis.-based Annex Wealth Management has hired Tom Parks as director of retirement plan services. Parks joins the company with over 13 years of experience in retirement plan sales, asset management and relationship development. Most recently, he served as a retirement plan specialist at M4 Financial Partners overseeing over $80 million in client assets. Prior to that, he served as retirement plan advisor/assistant vice president for M&I Trust Company. Annex Wealth Management is an independent financial service organization focused on investment advisory, retirement and estate planning. Please send On the Move items to Kathy Lynch.
Please send On the Move items to Kathy Lynch.
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