Amy Kiiskila is the Director of Wealth Strategy at Annex Wealth Management.

As Director of Wealth Strategy, Amy is responsible for the delivery of advanced planning strategies and services for Annex Private Client. She works collaboratively with clients, Wealth Managers, and external CPAs and attorneys to provide guidance to affluent families, business owners, and corporate executives to create holistic plans centered around goals of personal wealth management, legacy, and philanthropy. Her focus areas include estate planning and wealth transfer, business transition matters, tax efficiency, and philanthropic goals.

Prior to joining Annex Wealth Management, Amy was a Partner in the Wealth Planning group at Michael Best & Friedrich LLP, where she worked with individuals and business owners to achieve their estate planning, business planning, and financial planning goals. Amy also previously worked at Northwestern Mutual, as Vice President of Advanced Planning. She began her career at Arthur Andersen as an auditor.

Amy attained her BBA in accounting from St. Norbert College and her JD from the University of Wisconsin-Madison. Amy is also a CERTIFIED FINANCIAL PLANNER ™ professional and CPA and holds her CLU® designation.

Amy is active in various industry and community organizations, including the Milwaukee Estate Planning Forum, the Women and Girls Fund of Waukesha County, and the Catholic Community Foundation. She lives in Wauwatosa and enjoys biking, hiking, yoga, and hanging out with her two teenagers, Kelsey and Landon.