Our Team

Our people are the foundation of our client-centric approach and advisory model. Our financial advisors and staff are passionate about helping people successfully manage their financial lives and building solid relationships with our clients. Everything we do is grounded in our core values and investment philosophy.  We count on each team member to consistently deliver high quality service and demonstrate the value of our principles and philosophy.

Leadership

John Bussel headshot
Principal, Chief Investment Officer, Regional Director
Gretchen Halpin headshot, Hewins Financial
Principal, Chief Strategy Officer
Roger Hewins headshot
President
Brad Mueller headshot
Principal
Julie Nichols Headshot
Principal, Chief Financial Officer, Senior Financial Advisor
Martha Post headshot
Principal, Chief Operating Officer

Principals

Mark Albers headshot
Principal, Senior Financial Advisor
Mikhael Balachov headshot
Principal, Director of Operations
Patrick Brault headshot
Principal, Regional Director
John Bussel headshot
Principal, Chief Investment Officer, Regional Director
Patrice Cresci headshot
Principal, Regional Director
Gretchen Halpin headshot, Hewins Financial
Principal, Chief Strategy Officer
Benjamin Hayes, Wipfli Hewins Investment Advisors
Principal, Senior Financial Advisor
Roger Hewins headshot
President
Ka-Tye Koo headshot
Principal, Operations Manager
Amy Libertoski headshot
Principal, Senior Financial Advisor
Brad Mueller headshot
Principal
Lora Murphy Wipfli Hewins Investment Advisors
Principal, Senior Financial Advisor
Julie Nichols Headshot
Principal, Chief Financial Officer, Senior Financial Advisor
Martha Post headshot
Principal, Chief Operating Officer
Scot Roche headshot
Principal, Regional Director
Jandy Rowe headshot
Principal, Director of Client Service
Karl Schwartz headshot
Principal, Senior Financial Advisor
Greg Sintow headshot
Principal, Regional Director
Dean Stange headshot
Principal, Senior Financial Advisor
Thuong Thien headshot
Principal, Senior Financial Advisor
Nate Wenner Headshot
Principal, Regional Director
Erika Young headshot
Principal, Director of Employer Plan Services

Advisors

Mark Albers headshot
Principal, Senior Financial Advisor
Christine Armstrong headshot
Family Office Specialist
Patrick Brault headshot
Principal, Regional Director
John Bussel headshot
Principal, Chief Investment Officer, Regional Director
Patrice Cresci headshot
Principal, Regional Director
Nathan Digmann- Wipfli Hewins Investment Advisors
Associate Advisor
Eric Donner, Senior Financial Advisor, Hewins Financial
Senior Financial Advisor, Business Exit Planner
Financial Advisor
Lacey Fisher, Wipfli Hewins
Associate Advisor
Associate Advisor
Christina Gann Munguia headshot
Associate Advisor
Associate Advisor
Rafia Hasan headshot
Director of Investments, Financial Advisor
Benjamin Hayes, Wipfli Hewins Investment Advisors
Principal, Senior Financial Advisor
Roger Hewins headshot
President
Dan Holdridge Headshot Wipfli Hewins
Associate Advisor
Carolyn Kelly headshot
Financial Advisor
Patrick Krieger, Wipfli Hewins Investment Advisors
Associate Advisor
Associate Advisor
Retirement Plan Services Associate
Cassandra Latsios Headshot
Financial Advisor
Jojo Li
Associate Advisor
Amy Libertoski headshot
Principal, Senior Financial Advisor
Marshall Lund, Wipfli Hewins Investment Advisors
Associate Advisor
Noah Marell headshot
Financial Advisor
Ryan McGuire headshot
Financial Advisor
Derec Mieden headshot
Financial Advisor
Jordan Mills headshot
Senior Financial Advisor
Amanda Molin - Wipfli Hewins Investment Advisors
Associate Advisor
Brad Mueller headshot
Principal
Lora Murphy Wipfli Hewins Investment Advisors
Principal, Senior Financial Advisor
Jedd Nicolas Headshot
Financial Advisor
Kevin Paul headshot
Financial Advisor
Anthony Perillo, Wipfli Hewins Investment Advisors
Financial Advisor
Jim Quinlan - Wipfli Hewins Investment Advisors
Senior Financial Advisor
Scot Roche headshot
Principal, Regional Director
Connie Roedel Wipfli
Private Client Services
Associate Advisor
Leah Schmid, Wipfli Hewins Investment Advisors
Associate Advisor
Alex Schremp - Wipfli Hewins Investment Advisors
Associate Advisor
Karl Schwartz headshot
Principal, Senior Financial Advisor
Greg Sintow headshot
Principal, Regional Director
Dean Stange headshot
Principal, Senior Financial Advisor
Samantha Stark headshot
Associate Advisor
Thuong Thien headshot
Principal, Senior Financial Advisor
Kimberly Nguyen headshot
Associate Advisor
Associate Advisor
Nate Wenner Headshot
Principal, Regional Director
Erika Young headshot
Principal, Director of Employer Plan Services

Client Service

Chelsea Blakeley headshot
Client Service Specialist
Julie Brown Hewins Financial
Client Service Specialist
Jesika Cole Hewins Financial Advisors
Client Service Specialist
Beth Gillihan Headshot
Client Service Specialist
 Kris Mauger headshot
Senior Client Service Specialist
Cary Rogers headshot
Client Service Specialist
Jandy Rowe headshot
Principal, Director of Client Service
Client Service Specialist

Operations

Chris Anderson headshot
Senior Operations Associate
Mikhael Balachov headshot
Principal, Director of Operations
Sergio Campos headshot
Technology Associate
Michele Connick headshot
Reporting Analyst
Dillon Craig headshot
Senior Trading Associate
Trading Associate
Mary Jo headshot
Insurance and Brokerage Operations Manager
Andrew Harkin headshot
Operations Associate
Ka-Tye Koo headshot
Principal, Operations Manager
Retirement Plan Services Associate
Business Development Manager
Martha Post headshot
Principal, Chief Operating Officer
Insurance Operations Associate
Technology Manager
Jian Zhang - Hewins Financial Advisors
Investment Associate

Compliance

Gennady Bekasov - Wipfli Hewins Investment Advisors
Chief Compliance Officer
Clay Iwanaga-Friedman
Compliance Associate

Marketing

Brendan Gallagher headshot
Strategic Marketing Manager
Gretchen Halpin headshot, Hewins Financial
Principal, Chief Strategy Officer
Julie Honness
Creative Director
Amanda Liberatore headshot
Content Marketing Specialist
Jennifer McEachin Hewins Financial Advisors
Marketing Associate
Shaina Nonato headshot
Marketing Operations Specialist

Talent & HR

Rachel Acosta Headshot, Office Coordinator
Office Coordinator
Katie Calagui Hewins Financial
Director of Talent Management
Staff Accountant
Gloria Klimek, Hewins Financial Advisors
HR Generalist