President
Wipfli is one of the top accounting firms and a leading provider of tax, audit and accounting services solutions, and business consulting in the US.
I offer advice to companies, from small to large, primarily in the health care, manufacturing, and construction and real estate industries. I provide tax planning and compliance services to individuals and businesses. Clients can count on me to proactively assist them with reducing their overall tax exposure while reviewing the cash flow effects to their business. I provide compensation planning, transactional due diligence and consulting, and strategic services to health care groups. In addition, I bring additional value to my individual and business clients through my financial services and insurance experience. As a Certified Financial Planner™ professional, I work closely with clients to determine their current and long-term goals. I offer guidance to my clients while providing tax, retirement, estate, and risk management planning. Prior to joining Wipfli LLP, I worked as a financial planner for a national financial services organization. Industries: Health Care, Manufacturing, and Construction and Real Estate Specializations: Tax planning and compliance, compensation planning, transactional due diligence and consulting, exit planning, succession planning, comprehensive financial planning, education planning, retirement planning, estate planning, and risk management planning To sign up for my exit planning newsletter, click on my contact information and then click on the BEI Exit Planning Newsletter link.
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