Mandy Nowaczynski, CFP®, CPA, joins Annex Wealth Management, Elm Grove, as a tax planner. She brings extensive expertise in tax planning and tax considerations for individuals, trusts, estates, partnerships and S Corps to Annex Wealth Management’s clients. In her new role, Nowaczynski will work to further integrate tax planning strategies into Annex Wealth Management’s financial planning, as well as prepare tax returns for selected Annex Wealth Management clients. Prior to joining Annex Wealth Management, she served as tax manager at Schenck SC in Milwaukee, Wis. where she served in various tax planning and supervisory roles since joining the company in 2010.
Company:
Annex Wealth Management
12700 W. Bluemound Rd
Suite 200
Elm Grove, Wisconsin 53122
