Instructors

 

John B. Geigel, JD, CPA
John has over 22 years experience in accounting and law. He earned his Juris Doctor degree Magna cum Laude from Marquette University and received the American Juris Prudence Award in Estate Planning. He is currently involved in estate planning and estate tax work. John also conducts seminars and is an adjunct faculty member of the College for Financial Planning.
Jim Hockenberry

James S. Hockenberry, EA
James has over 18 years experience in income tax, and financial planning. He is an Enrolled Agent and holds a Bachelors Degree in Business Administration from the University of Wisconsin-Eau Claire. He has worked as a tax researcher and technical writer and has served as an instructor for several tax and financial organizations. Jim has a series 6, 63, 7, 24, and 65 investment license, and has written several texts regarding income tax, estate tax, and financial planning matters.
Tom Zoeller Tax Instructor
Thomas G. Zoeller, MST, CFP, EA
Tom holds a Master of Science in Taxation degree and is an Enrolled Agent, Certified Financial Planner and Registered Investment Advisor. Tom has over 27 years experience in income tax, personal financial planning and business consulting. Tom is an accomplished speaker and is an adjunct faculty member of the College for Financial Planning.