Began her employment with DB Tax & Wealth as a Business Partners Program student in 1989. Soon after, she became a staff preparer at the firm, and then President of the corporation in 1995. She is currently the firm’s CEO, President and Senior Wealth Planner.
Lisa studied at Milwaukee Area Technical College, Axia College, and UW Milwaukee earning her degree in Accounting and further studied at the American College while completing her Degree in Finance. In 1995, Lisa studied and passed the securities licensing requirements for her Series 6 Investment Company and Variable Contracts Products Representative Exam and Series 63 Uniform Securities Agent State Law Exam. She also obtained her Accident and Health Insurance License and passed the Series 7 - General Securities Representative Examination & Series 65 Uniform Investment Adviser Law Exam. Lisa also tackled the Special Enrollment Examination (SEE) to become an Enrolled Agent by passing the 3 part examinations providing her the privilege of practicing (representing taxpayers) before the Internal Revenue Service. Enrolled agents, like attorneys and certified public accountants (CPAs), are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can practice before.
Annually Lisa attends various tax and financial seminars, continuing education workshops, national conferences, and goes beyond the rigorous continuing education and ethics requirements of her industry.
Lisa has been a Wisconsin Notary Public since 1993.
Current professional memberships include the National Association of Tax Professionals (NATP) and the Society of Financial Services Professionals.
Lisa is an active member at St. Matthew’s Parish in Oak Creek where she has volunteered her time to the parish as a member of their finance committee and classroom mom, has volunteered her time and talents as a softball, baseball, soccer, and volleyball coach for OCLL, OCYF, and St. Matthews School. She is a former head volleyball coach for Next Level Volleyball Club, Sporting MKE Volleyball Club, 414 Milwaukee, and St Francis High School. In addition to volunteering, she sponsors many local sports and youth organizations in the area.
Lisa is a resident of the Town of Raymond. Married to Mark with 4 wonderful children, a Chocolate Lab named Dax, and a cream point Persian named Merlin.
Investment and financial planning services are offered by Lisa Pugel through her affiliation with Avantax.