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.
Name
Mark Albers headshot

Mark Albers

Principal, Senior Financial Advisor
Christine Armstrong headshot

Christine Armstrong

Family Office Specialist
Patrick Brault headshot

Patrick W. Brault

Principal, Regional Director
John Bussel headshot

John Bussel

Principal, Chief Investment Officer, Regional Director
Patrice Cresci headshot

Patrice Cresci

Principal, Regional Director
Nathan Digmann- Wipfli Hewins Investment Advisors

Nathan Digmann

Associate Advisor
Eric Donner, Senior Financial Advisor, Hewins Financial

Eric Donner

Senior Financial Advisor

Blake Faust

Financial Advisor
Lacey Fisher, Wipfli Hewins

Lacey Fisher

Associate Advisor

Stephanie Forrester

Associate Advisor
Christina Gann Munguia headshot

Christina Gann Munguia

Associate Advisor

McKenna Girtz

Associate Advisor
Rafia Hasan headshot

Rafia Hasan

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

Benjamin Hayes

Principal, Senior Financial Advisor
Roger Hewins headshot

Roger Hewins

President
Dan Holdridge Headshot Wipfli Hewins

Daniel Holdridge

Associate Advisor
Carolyn Kelly headshot

Carolyn Kelly

Financial Advisor
Patrick Krieger, Wipfli Hewins Investment Advisors

Patrick Krieger

Associate Advisor

Camille Kroncke

Associate Advisor

Timothy Larson

Retirement Plan Services Associate
Cassandra Latsios Headshot

Cassandra Latsios

Financial Advisor
Jojo Li

Jojo Li

Associate Advisor
Amy Libertoski headshot

Amy L. Libertoski

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

Marshall Lund

Associate Advisor
Noah Marell headshot

Noah Marell

Financial Advisor
Ryan McGuire headshot

Ryan McGuire

Financial Advisor
Derec Mieden headshot

Derec Mieden

Financial Advisor
Jordan Mills headshot

Jordan Lochner Mills

Senior Financial Advisor
Amanda Molin - Wipfli Hewins Investment Advisors

Amanda Molin

Associate Advisor
Brad Mueller headshot

Brad Mueller

Principal
Lora Murphy Wipfli Hewins Investment Advisors

Lora Murphy

Principal, Senior Financial Advisor
Jedd Nicolas Headshot

Jedd Nicolas

Financial Advisor
Kevin Paul headshot

Kevin C. Paul

Financial Advisor
Anthony Perillo, Wipfli Hewins Investment Advisors

Anthony Perillo

Financial Advisor
Jim Quinlan - Wipfli Hewins Investment Advisors

Jim Quinlan

Senior Financial Advisor
Scot Roche headshot

Scot P. Roche

Principal, Regional Director
Connie Roedel Wipfli

Connie Roedel

Private Client Services

Sara Rookaird

Associate Advisor
Leah Schmid, Wipfli Hewins Investment Advisors

Leah Schmid

Associate Advisor
Alex Schremp - Wipfli Hewins Investment Advisors

Alex Schremp

Associate Advisor
Karl Schwartz headshot

Karl Schwartz

Principal, Senior Financial Advisor
Greg Sintow headshot

Greg Sintow

Principal, Regional Director
Dean Stange headshot

Dean T. Stange

Principal, Senior Financial Advisor
Samantha Stark headshot

Samantha Stark

Associate Advisor
Thuong Thien headshot

Thuong Thien

Principal, Senior Financial Advisor
Kimberly Nguyen headshot

Kimberly Velasco

Associate Advisor

Thomas Vukodinovich

Associate Advisor
Nate Wenner Headshot

Nate Wenner

Principal, Regional Director
Erika Young headshot

Erika Young

Principal, Director of Employer Plan Services