Our Tax Team

 Meet Sandra

Sandra brings over 20 years of tax and accounting experience to EIG clients. As the Director of Tax Planning, Sandra is leading our newest division designed to provide an even greater attention to the impact...

Richard joined Ellenbecker Investment Group in 2019 as a Tax Planning Advisor. He brings over 10 years of tax and accounting experience with the latter half dedicated to advising high net-worth individuals and small business owners....

Ed joined Ellenbecker Investment Group in January 2022 as a Tax Planning Advisor. Ed’s background consists of providing tax advice to high net-worth individuals and small businesses, as well as working in corporate tax. Ed...

Kristen joined Ellenbecker Investment Group in March of 2000, and has worn many hats throughout the years. She in an integral part of our client service team, and is a leading employee who implements change, trains employees on new...

Taelor has been a part of the Ellenbecker Investment Group family since both EIG and Taelor joined the world together in 1996. After many years of helping around the office, she officially joined EIG in February 2021 as a Human...

Ryan joined Ellenbecker Investment Group in December of 2021 as an Investment Operations Associate. His primary role is to support Julie Ellenbecker-Lipsky’s team with client operations needs. Ryan graduated from the University...

Ashley joined Ellenbecker Investment group as Office Manager in 2021. Ashley ensures that our clients feel welcomed as they call or visit our Pewaukee office. She feels blessed with the opportunity to provide extraordinary customer...

Pam began representing Ellenbecker Investment Group as our Director of First Impressions in July, 2007. She is one of the friendly voices who answers the phone and greets our clients. She coordinates client appointments, employee...