Gift Planning Services  
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At Gift Planning Services, we have a small but dedicated staff. We have experience with estate planning, and have worked with modest estates as well as sizeable family fortunes. Our goal is to help you identify and reach YOUR goals. Please feel free to contact us today.


Jennifer Nohelty
Senior Gift
Planning Counselor
(715) 838-0368
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Ron Smith
Senior Gift
Planning Counselor
(715) 838-0368
Profile Page | Email

Cheryl Smith
Executive Assistant
(715) 838-0368
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Betsy Ruesch
Office Manager
(715) 838-0368
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Consulting Services
Often we have loved ones that may not have the fiscal responsibility to properly manage our assets.  Leaving a lump sum of money to someone who is unable to manage it can actually be devastating.

866-835-8748
310 Pinnacle Way
Suite 201
Eau Claire, WI 54701
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