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