Ellenbecker adds tax and accounting division

Freeman Staff

Jan. 26, 2018

CITY OF PEWAUKEE — Ellenbecker Investment Group announced it has added in-house tax and accounting services.

Sandra Geisler, CPA, has joined EIG as director of Tax Planning Services.

“Tax and distribution planning are essential components of a comprehensive financial plan,” said Julie Ellenbecker-Lipsky, president of Ellenbecker Investment Group, in a statement. “We have referred clients to Sandra for years and we are thrilled she is now part of our team. Our clients’ financial plans benefit when good tax decisions and solid investment management come together.” EIG is a financial planning firm based in the City of Pewaukee and with locations in Whitefish Bay and Bonita Springs, Florida.

“With tax reform change now a reality in 2018, this is an exciting time to join EIG and help clients optimize new tax planning strategies,” Geisler said in a statement.

She is licensed as a certified public accountant in Wisconsin. Prior to joining EIG, Geisler was the president of Hale Park Tax & Accounting, LLC. She specializes in retirement savings and distribution planning, and working with individuals managing small businesses. Geisler currently serves as treasurer of Life’sa Connection — Mukwonago Center, Inc., a non-profit resource center helping those in need in Waukesha County.