We pride ourselves in looking after our clients and feel this is what sets us apart from other financial managers.
From Here You Can See Everything.

In addition to the knowledge and experience of our consultants, Wipfli Hewins has assembled a trusted support staff to ensure that your questions and needs are handled promptly. The following is a list of support staff who work in tandem with consultants as your full-service team.


Pat Brault

For Pat Brault

Karl Schwartz, CPA, CFP®
Senior Associate Consultant
[email protected]





Pictured: Pat Brault


Ed Drake

For Ed Drake

Sheila Handrick
Associate Consultant
[email protected]





Pictured: Ed Drake


Roger Hewins

For Roger Hewins

Jandy Kabat
Principal/Director of Operations and Client Service
[email protected]





Pictured: Roger Hewins


Kathy Hosty

For Kathy Hosty

Jandy Kabat
Principal/Director of Operations and Client Service
[email protected]





Pictured: Kathy Hosty


Amy Libertoski

For Amy Libertoski

Lesley Valenzuela
Senior Client Service Specialist
[email protected]





Pictured: Amy Libertoski


Julie Nichols

For Julie Nichols

Becky Damitz
Associate
[email protected]

Lesley Valenzuela
Senior Client Service Specialist
[email protected]


Pictured: Julie Nichols


Scot Roche

For Scot P. Roche

Lisa Berlage
Senior Associate Consultant
[email protected]





Pictured: Scot Roche


Greg Sintow

For Greg Sintow

Amy Libertoski
Consultant
[email protected]

Benjamin Hayes
Senior Associate Consultant
[email protected]

Lesley Valenzuela
Senior Client Service Specialist
[email protected]

Christine Armstrong
Consultant Assistant
[email protected]

Pictured: Greg Sintow


Nate Wenner

For Nate Wenner

Jordan Mills
Senior Associate Consultant
[email protected]

Tyler Krusic
Associate
[email protected]


Pictured: Nate Wenner