Estate and Legacy Planning Team
The Annex Estate Planning Team works on evaluating existing estate plans and creating customized estate planning summaries that are easy for clients to follow, while providing training and advisory services to clients and employees about all aspects of estate planning and trust administration. Our team includes our own in-house estate planning attorneys.
Alec Durand, JD
Estate Planning Attorney
Amy Kiiskila, JD, CFP®, CPA, CLU®
Director of Wealth Strategy
Brian Lamborne, JD, LLM
Senior Wealth Strategist
Keith Butler, JD
Senior Wealth Manager
Eric Strom, CFP®, EA
Director of Financial Planning
Unleash the Power of What's Next
After decades of planning and preparation, Annex Wealth Management has established a way of doing business that promises the same warm, personal, one-on-one interaction to all clients. Using leading-edge technology, analytics and review, our staff of skilled professionals constantly seeks to confidently deliver an elite, full-service wealth management experience.
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