CITY OF PEWAUKEE
— Ellenbecker Investment Group announced it has added in-house tax
and accounting services.
CPA, has joined EIG as director of Tax Planning Services.
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