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 strong tax planning has on your investment portfolio. Along with the Wealth Advisory teams, Sandra focuses on tax planning solutions that identify opportunities for reducing both short-term and long-term tax liability. Sandra works closely with clients to prepare current year tax returns, review prior year returns for new clients as needed and advise on strategies for distribution planning, retirement savings contributions, gifting and many other tax planning opportunities.
With a strong background in systems development, Sandra brings a unique, structured approach to her tax and accounting role. Prior to joining EIG in January, 2018, Sandra was the President of Hale Park Tax & Accounting, LLC. During this time, she developed long-term relationships with many EIG clients. She specializes in retirement savings and distribution planning and working with individuals managing small businesses.
Sandra is licensed as a Certified Public Accountant by the State of Wisconsin and is a member of AICPA (American Institute of Certified Public Accountants). She received her bachelor's degree in Computer Information Systems, with a minor in Accounting, from DeVry University and her Master’s degree in Accounting and Financial Management from Keller Graduate School of Management. She currently serves as Treasurer of Life’s Connection – Mukwonago Center, Inc., a non-profit resource center helping those in need in Waukesha County.
Sandra and her husband, Kevin, recently moved to Milwaukee’s east side from Eagle, WI. They have three adult children that are in various stages of college and young careers. Sandra enjoys spending time at her family cottage in Door County, trying new downtown restaurants and practicing her amateur decorating skills.