Director of Tax Planning
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...
Tax Planning Advisor
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...
Tax Planning Associate
Amy joined Ellenbecker Investment Group as a Client Relations Specialist in September of 2015 and moved to the tax team in 2018. Her primary role is to support Sandra Geisler, CPA, with all our clients’ tax needs. Amy graduated...