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Richard Behrendt, JD

Director of Estate Planning at Annex Wealth Management

Rich’s practice focuses on financial and estate planning, retirement planning, insurance planning, and asset protection planning. He taught as an adjunct professor at the University of Wisconsin Law School from 2008-2012. Before entering the financial services profession in 2006, Rich spent twelve years working as an Estate Tax Attorney with the Internal Revenue Service, where he received the Internal Revenue Service’s National Achievement Award for assisting the government on several complex audits. Rich is frequently invited to speak to lay and professional groups on various estate and financial planning topics and he has been quoted in several newspapers and magazines, including New York Times, Wall Street Journal, USA Today, Business Week and On Wall Street.