Amy Kiiskila
Wealth Strategist & Estate Planning Attorney at Annex Wealth Management- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Milwaukee, US
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Experience
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Annex Wealth Management
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United States
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Investment Management
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100 - 200 Employee
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Wealth Strategist & Estate Planning Attorney
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May 2021 - Present
Elm Grove, Wisconsin
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Michael Best & Friedrich LLP
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United States
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Law Practice
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300 - 400 Employee
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Partner
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Jan 2020 - Apr 2021
Waukesha, Wisconsin A trusted partner to clients in helping them achieve their estate planning, business planning, and financial planning goals. I work closely with businesses and individuals to craft customized plans to preserve and grow assets by using my deep knowledge of legal and financial tools and collaborative approach to planning.
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Northwestern Mutual
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United States
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Financial Services
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700 & Above Employee
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Vice President, Advanced Planning
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Mar 2018 - Jan 2020
Greater Milwaukee Area
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Sr Advanced Planning Attorney
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Mar 2010 - Jan 2020
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Michael Best & Friedrich LLP
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United States
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Law Practice
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300 - 400 Employee
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Partner
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Sep 2000 - Feb 2010
I am a partner in the Wealth Planning Services group, where I advise clients in all aspects of estate and financial planning.
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Financial Analyst
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Apr 1996 - Aug 1997
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Experienced Staff Accountant
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Jul 1994 - Mar 1996
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Education
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1997 - 2000
University of Wisconsin-Madison
JD -
1990 - 1994
St. Norbert College
BBA, Accounting
Community
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