Julie Nichols

Julie Nichols Headshot

Job Title: Principal, Chief Financial Officer, Senior Financial Advisor

Designations: CPA, PFS

jnichols@hewinsfinancial.com

Office: Milwaukee
Phone: 414.431.9300

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Julie Nichols, CPA, PFS worked as a Manager in the Tax Compliance Department for Wipfli CPAs and Consultants for 10 years before joining Wipfli Hewins Investment Advisors, LLC in 2001.  As a Principal and Managing Director with Wipfli Hewins, Julie assists in coordinating the investment and wealth management solutions between Wipfli Hewins advisors and clients’ CPAs.  This collaborative approach provides Wipfli Hewins clients with access to the streamlined planning and financial advice of an entire network of dedicated professionals.

"I like the objectivity and the fee-based structure at Wipfli Hewins. There are no hidden fees or compensation, and no reason for us to give our clients anything but the best advice."

"My accounting background has translated well to financial planning and wealth management services. The partnership between Wipfli CPAs and Wipfli Hewins created opportunities for me to work in a more personal capacity to help people manage their financial lives."

- Julie Nichols

Julie uses her extensive accounting background to assist clients with tax questions and personal wealth management situations. In addition to preparing individual and trust tax returns, she specializes in helping small businesses manage their retirement plans, including educating their plan participants on smart investing opportunities and strategies.

Wipfli Hewins’ family-friendly atmosphere has afforded Julie the flexibility to raise her two young sons and spend quality time with her husband. Julie enjoys building strong personal and professional relationships with clients and partners alike, in the areas of insurance and business development. She is also an accomplished speaker, having spoken to numerous groups about college planning vehicles.

A Career in Accounting and Financial Planning

  • Principal and Managing Director, Wipfli Hewins Investment Advisors, LLC
  • Manager, Wipfli LLP
  • Staff Member, Tax Department, Scribner, Cohen & Co

Education & Certifications

  • B.B.A. from the University of Wisconsin, Milwaukee
  • AICPA Personal Financial Specialist
  • Wisconsin Institute of Certified Public Accountants (WICPA) member

Awards and rankings based on set criteria and do not necessarily reflect client experience.