In the early 90’s Roger Hewins recognized a need- to serve as a Fiduciary to high net worth families and select institutions, providing them with the kind of objective, expert investment consulting that the large pension plan clients he served at Wells Fargo Investment Advisors received. His initial introduction to the non institutional investing world was memorable, to say the least.
“I have to admit I was shocked when I saw how clients in the high net worth market were treated! The poor investments, bad service and high costs they experienced, often delivered by salespeople with very limited knowledge who nevertheless called themselves ‘Financial Consultants.’ None of the large pension plans I served would stand for that; why should anyone have to tolerate it?”
The second critical insight came in 1998, when he met Wipfli, a Wisconsin based Regional CPA firm. Roger saw the power of the CPA-based Financial Advisor model for providing deeper, more comprehensive financial services that would combine the best of what a large CPA firm could offer, including tax, business consulting, estate planning, and nonprofit expertise, with the fiduciary services an objective financial planning/advisory firm could provide. The vision of integrated financial services began to take shape and its power soon became apparent.
As President and Founder of Hewins Financial Advisors (and Wipfli Hewins, which operates primarily in the Midwest), Roger worked with Wipfli to turn this vision into a national firm, serving over 800 clients with over $2 billion in assets and growing fast. With almost 30 years of financial and investment management experience, Roger remains actively involved by personally serving many of Hewins’ largest clients and overseeing the firm’s leading wealth management and financial planning services provided by more than a dozen highly qualified professionals across the country.
Before founding Hewins Financial Advisors in 1999, Roger served as Senior Vice President of PR Taylor, where he led the investment management consulting practice. He was directly in charge of the firm’s institutional and high net worth consulting activity as well as 401(k) advisory services. Prior to joining PR Taylor, Roger was Vice President at Wells Fargo Investment Advisors, which later became Barclays Global Investors (BGI) and now Blackrock, the world’s largest index fund manager. There Roger managed cash assets of $15 billion in multiple currencies and supervised $5 billion of hedging activity. Before that he was Cash Manager in the Treasury Department at Intel Corporation, where he managed over $1 billion of cash assets, a $400 million commercial paper program, and a $300 million stock index arbitrage program.
Roger is a veteran of the United States Marine Corps, where he served as a Combat Engineer Officer from 1977-1981.
Roger enthusiastically serves on several Boards of Directors, including Milwaukee based Guitars for Vets and the Ordway Center for the Performing Arts in St. Paul.
A Career in Finance, Investing & Wealth Management
- President and Founder, Hewins Financial Advisors, LLC
- President and Founder, Wipfli Hewins Investment Advisors, LLC
- Senior Vice President, PR Taylor Associates
- Vice President, Wells Fargo Investment Advisors
- Cash Manager- Treasury Department, Intel Corporation
- Bachelor of Arts in Psychology from Fordham University
Master of Business Administration from Harvard University