Liam McKinney

Liam McKinney, CFP®, is an Associate Wealth Strategist and Wealth Management Associate at Annex Wealth Management, a position held since July 2022. Prior to this role, McKinney gained experience as a Financial Assistant at OSTERHOUT & MCKINNEY, P.A., where responsibilities included fiduciary accounting for guardianship clientele from January 2019 to August 2020. Additionally, McKinney served as a Legal Assistant at the same firm during the summer of 2018. McKinney holds a Bachelor of Business Administration with a focus in Finance from Wisconsin Lutheran College, graduating in 2022.