Jill Martin Jd, Aep

Jill R. Martin, JD, AEP, is a partner and Trust & Estate Planning Attorney at Stafford Rosenbaum LLP, focusing on trusts and estates since August 2023. Previously, Jill worked as a Wealth Strategist and Estate Planning Attorney at Annex Wealth Management, advising high-net-worth families and business owners on wealth plans from March 2018 to August 2023. Prior to that, at BMO Private Bank, Jill held multiple roles, including Regional Director of Trust and Associate Trust Counsel, where responsibilities included risk management and legal representation in private wealth matters. Jill began their legal career as an Associate Attorney at The Schroeder Group Attorneys at Law SC, providing comprehensive estate planning solutions. Earlier experience includes serving as a Legislative Auditor for the Wisconsin Legislative Audit Bureau. Educational credentials include a BBA in Accounting from the University of Wisconsin-Eau Claire and a JD from the University of Nebraska College of Law.