Partners, principals and associates

Connie Roedel Milwaukee (Headquarters)

10000 W Innovation Dr.
Milwaukee, WI 53226

Tel:

414.431.9331


Email: croedel@wipfli.com

Connie L. Roedel, CPA

Senior Manager, Private Client Services

Connie Roedel is a tax senior manager in Wipfli LLP’s private client services practice.  She uses her diversified business background to work with clients to identify and coordinate their income tax, financial planning, and estate planning opportunities.  Connie enjoys working as part of a team approach with investment managers, estate planning attorneys, trust officers, and other advisors.  Nurturing and growing relationships are at the core of her approach to client service.

Certifications

  • Certified Public Accountant

Professional Memberships and Activities

  • American Institute of Certified Public Accountants (AICPA) - Member
  • Wisconsin Institute of Certified Public Accountants (WICPA) - Member

Services

Tax Private Client Services

Areas of Focus

  • Individual, trust, partnership, and private foundation tax return compliance
  • Family partnership structures
  • Closely held businesses advisor

Education

University of Wisconsin-Oshkosh
  • Bachelor of business administration degree in accounting