Find An Advisor

Together, our advisors bring a full spectrum of financial expertise to the table for our clients, in areas like retirement planning, tax and estate coordination, risk management and more. With a total of 20 locations on both coasts and across the Midwest, we're ready to provide you with attentive, proactive advice and a dedicated team you can rely on for clarity and perspective.

Use the filters below to find an advisor near you.

Mark Albers headshot

Mark Albers

Principal, Senior Financial Advisor
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Christine Armstrong headshot

Christine Armstrong

Family Office Specialist
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Patrick Brault headshot

Patrick W. Brault

Principal, Regional Director
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John Bussel headshot

John Bussel

Principal, Chief Investment Officer, Regional Director
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Patrice Cresci headshot

Patrice Cresci

Principal, Regional Director
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Nathan Digmann- Wipfli Hewins Investment Advisors

Nathan Digmann

Associate Advisor
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Eric Donner, Senior Financial Advisor, Hewins Financial

Eric Donner

Senior Financial Advisor, Business Exit Planner
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Blake Faust

Financial Advisor
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Lacey Fisher, Wipfli Hewins

Lacey Fisher

Associate Advisor
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Stephanie Forrester

Associate Advisor
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Christina Gann Munguia headshot

Christina Gann Munguia

Associate Advisor
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McKenna Girtz

Associate Advisor
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Rafia Hasan headshot

Rafia Hasan

Director of Investments, Financial Advisor
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Benjamin Hayes, Wipfli Hewins Investment Advisors

Benjamin Hayes

Principal, Senior Financial Advisor
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Roger Hewins headshot

Roger Hewins

President
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Dan Holdridge Headshot Wipfli Hewins

Daniel Holdridge

Associate Advisor
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Carolyn Kelly headshot

Carolyn Kelly

Financial Advisor
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Patrick Krieger, Wipfli Hewins Investment Advisors

Patrick Krieger

Associate Advisor
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Camille Kroncke

Associate Advisor
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Timothy Larson

Retirement Plan Services Associate
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Cassandra Latsios Headshot

Cassandra Latsios

Financial Advisor
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Jojo Li

Jojo Li

Associate Advisor
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Amy Libertoski headshot

Amy L. Libertoski

Principal, Senior Financial Advisor
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Marshall Lund, Wipfli Hewins Investment Advisors

Marshall Lund

Associate Advisor
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Noah Marell headshot

Noah Marell

Financial Advisor
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Ryan McGuire headshot

Ryan McGuire

Financial Advisor
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Derec Mieden headshot

Derec Mieden

Financial Advisor
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Jordan Mills headshot

Jordan Lochner Mills

Senior Financial Advisor
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Amanda Molin - Wipfli Hewins Investment Advisors

Amanda Molin

Associate Advisor
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Brad Mueller headshot

Brad Mueller

Principal
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Lora Murphy Wipfli Hewins Investment Advisors

Lora Murphy

Principal, Senior Financial Advisor
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Jedd Nicolas Headshot

Jedd Nicolas

Financial Advisor
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Kevin Paul headshot

Kevin C. Paul

Financial Advisor
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Anthony Perillo, Wipfli Hewins Investment Advisors

Anthony Perillo

Financial Advisor
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Jim Quinlan - Wipfli Hewins Investment Advisors

Jim Quinlan

Senior Financial Advisor
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Scot Roche headshot

Scot P. Roche

Principal, Regional Director
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Connie Roedel Wipfli

Connie Roedel

Private Client Services
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Sara Rookaird

Associate Advisor
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Leah Schmid, Wipfli Hewins Investment Advisors

Leah Schmid

Associate Advisor
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Alex Schremp - Wipfli Hewins Investment Advisors

Alex Schremp

Associate Advisor
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Karl Schwartz headshot

Karl Schwartz

Principal, Senior Financial Advisor
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Greg Sintow headshot

Greg Sintow

Principal, Regional Director
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Dean Stange headshot

Dean T. Stange

Principal, Senior Financial Advisor
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Samantha Stark headshot

Samantha Stark

Associate Advisor
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Thuong Thien headshot

Thuong Thien

Principal, Senior Financial Advisor
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Kimberly Nguyen headshot

Kimberly Velasco

Associate Advisor
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Thomas Vukodinovich

Associate Advisor
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Nate Wenner Headshot

Nate Wenner

Principal, Regional Director
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Erika Young headshot

Erika Young

Principal, Director of Employer Plan Services
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