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.

Meet the Wipfli Hewins Investment Advisors team. We encourage you to call our advisors directly with any questions about our fee-only financial services.

Roger Hewins
President
952-548-3404
[email protected]

Jeff Stubbe, CPA
Senior Vice President
715-843-8317
[email protected]

Kathy Hosty
Senior Vice President
630-368-7008
[email protected]

Julie Nichols
Principal / Managing Director
414-431-9347
[email protected]

Nate Wenner
Principal / Regional Director
952-548-3404
[email protected]

Pat Brault
Principal / Regional Director
608-785-4193
[email protected]

Greg Sintow
Principal / Regional Director
920-662-2856
[email protected]

Ed Drake
Principal / Regional Director
608-270-2917
[email protected]

Scot P. Roche
Principal / Regional Director
815-484-5608
[email protected]

Amy Libertoski
Consultant
715-843-7493
[email protected]

Lisa Berlage
Senior Associate Consultant
815-484-5649
[email protected]

Benjamin Hayes
Senior Associate Consultant
920-662-2866
[email protected]

Karl Schwartz
Senior Associate Consultant
305-358-8349
[email protected]

Jordan Mills
Senior Associate Consultant
952-548-3348
[email protected]

Sheila Handrick
Associate Consultant
608-270-2999
[email protected]

McKenzie Sullivan
Associate
650-620-3040
[email protected]

Tyler Krusic
Associate
952-548-6734
[email protected]

Becky Damitz
Associate
414-259-6818
[email protected]