Elm Grove, WI-headquartered Annex Wealth Management, the independent investment advisory firm, has opened a second office in Mequon to serve clients in Milwaukee’s North Shore and beyond.

Elm Grove, WI-headquartered Annex Wealth Management, the independent investment advisory firm, has opened a second office in Mequon to serve clients in Milwaukee’s North Shore and beyond.

“Many of our clients and potential clients expressed the desire for a convenient office location in the North Shore,” the firm said.

The Mequon office will be headed by Jeff Schouten, branch director. Schouten has over 35 years of business experience, most notably with MillerCoors in Milwaukee and Chicago, IL.

In addition to the North Shore area, Annex also serve clients in Green Bay, Sheboygan and Fox Valley.

In September, Annex appointed Melissa Case as chief financial officer.