Cfp® Mark Strey

Mark Strey, CFP®, EA, is a Senior Wealth Strategist at Annex Wealth Management, where tenure began in February 2018. Prior roles at Annex include Wealth Strategist and Wealth Manager. Prior to joining Annex, Mark worked as a Financial Advisor at Mutual of Omaha from February 2013 to February 2018. Mark Strey's academic background includes pursuing a law degree at Villanova University Charles Widger School of Law, expected to be completed in December 2025, and a Bachelor's of Science in Communication from the University of Wisconsin-Milwaukee, obtained in 2012.