Annex Wealth Management
Kristin Z Reilly has extensive work experience in finance and management. Kristin Z is currently the Chief Financial Officer at Annex Wealth Management since June 2023. Prior to this, they held the same position at Kacmarcik Enterprises from April 2022 to May 2023. From April 2020 to March 2022, they served as the Chief Financial Officer at JR Automation. Before that, they worked as the Regional Finance Director (CFO) at Weir Minerals from February 2017 to November 2019. Kristin Z also held the role of VP Finance at Meridian Industries, Inc. from August 2015 to November 2016. From December 2011 to August 2015, they served as the President of Prairie Financial Group. Earlier in their career, they worked at GE Healthcare, GE Capital, Grede Foundries, Inc., and US Filter, holding various financial and managerial roles.
Kristin Z Reilly has a Bachelor of Business Administration (BBA) degree with a major in Accounting from the University of Wisconsin-Milwaukee. Kristin Z also holds a Master of Business Administration (MBA) degree from the Keller Graduate School of Management of DeVry University.
Annex Wealth Management
Annex is a fast-growing registered investment advisor founded with the goal of serving the complete financial needs of family, individual and business clients. We’ve earned a reputation for excellence in our industry by providing comprehensive and objective services. We strive to understand the nature and special circumstances of each of our clients, focusing on their personal financial situation, and providing ongoing management and solutions. We believe that integrity, customer service and hard work are the foundations for everything else we do. We are committed to working with our clients as a fiduciary providing independent and unbiased advice. In doing so, we strive to provide objective, creative and focused planning. We educate and explain in order to help our clients understand their financial situation and assist in the decision-making process.