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You will find that unlike many websites, our content is updated often with the latest informational articles and videos regarding your taxes, your investments, and your overall financial well-being.

As a family business, The Leist Group offers you the stability of a larger company with the high level of individualized attention of a smaller firm. We welcome you to visit us for a no obligation consultation.

Save Money with in-House Tax Preparation! Our tax preparation services are closed to the general public and is provided exclusively to our comprehensive retirement income, tax, and investment planning clients, and their immediate families.

Helpful Content

Helpful Retirement Strategies for Women

Learn how to address the challenges that women face when planning for retirement.

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

Mastering Mobile Lingo

Do you understand these common mobile slang terms?

Introducing the 530A Accounts

An article explaining 530A Accounts.

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

Women on the Rise

Explore the growing influence women wield over the economy with this handy infographic.

How to Read Your Credit Report

Solve a mystery while learning how important your credit report is with this story-driven interactive.

Inflation and the Real Rate of Return

Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.

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What's Your MPG?

Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

Student Loan Payoff Calculator: Extra Payments Can Save You

See how extra payments toward your student loans could shorten your payoff timeline.

Emergency Fund Calculator

Find out how large your emergency fund should be based on your monthly expenses.

Lifetime of Earnings

Estimate how much you may earn over your working years based on your current income.

Monthly Budget

Track your monthly income and expenses to get a clearer view of your cash flow.

What Rate Would I Need to Earn on My Savings?

Work backwards from your savings goal to find the rate of return you'd need to get there.

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18 Years Worth of Days

The average retirement lasts for 18 years. What will you do with your days?

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Consider These 3 Things Before Driving Off the Lot

Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

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Featured Team Member

David M. Leist

David entered the insurance world in 1978, and later focused his skills in retirement planning and other financial matters for investors age 50 and above. Before his retirement, David felt it was important to share his knowledge as...

Michael D. Leist, EA, RICP®
Certified Financial Fiduciary®

As an Investment Adviser Representative, Michael provides clients with an expanded level of wealth management and investment portfolio services tailored to their individual risk tolerances and unique financial goals. He has earned his...

Mickey O'Mara

Mickey joined The Leist Group in 2009 as an Administrative Assistant and has since evolved into a versatile operational leader. Over her tenure, her responsibilities expanded to include digital content management, marketing campaigns,...

Anne McDaniel

Anne spent 30 years in the hardware industry with Ace Hardware and 12 years in the elevator industry. No matter what Anne is doing, customer satisfaction is her number one goal. She is the person who remembers your dog’s name and what...

Mark King, Attorney

King Legal Group, S.C. and Attorney Mark King have been representing clients throughout Southeastern Wisconsin for the past sixteen and a half years in matters related to Corporate Law, Estate Planning and Taxation.In addition to...

Clay Tyree, Certified Financial Fiduciary®

In addition to being an Investment Adviser Representative with The Leist Group, Clay also holds his Series 7 license, which allows him to trade securities such as stocks, mutual funds, options, municipal securities and variable...

As an Investment Adviser Representative with The Leist Group, an independent insurance agent, and a licensed Mortgage Loan Officer (NMLS# 1595915), my goal is to preserve your financial future. My goal is to help prepare clients for...

Mary Beth Carroll

Mary Beth assists our back office with client onboarding, password and website troubleshooting, Roth conversions, handling client withdrawal requests, and other support related activities. If you have requested funds, you have...

With 15 years of accounting experience and 7 years of hospitality management, Walter brings a powerful blend of elite client service and advanced financial strategy to our firm. He leads our Tax Practice as our Tax Manager and as well...

Tim works in our back office handling the opening and verification of new accounts, as well as providing support for anything else he can do to help keep The Leist Group running smoothly. He is a graduate of UW-Madison with a degree in...

Office:	(262) 796-0030
Mobile:	(262) 7772984
Fax:	(262) 796-1877