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SOURCE Hewins Financial Advisors
Firm adapts roles as growth continues
SAN MATEO, Calif., May 12, 2014 /PRNewswire/ -- Hewins Financial, doing business as Wipfli Hewins Investment Advisors, LLC (Wipfli Hewins), a national CPA-based financial advisory firm, announced today its newest C-Suite of executives. Brad Mueller has been named Chief Practice Officer, and Julie Nichols has been named Chief Financial Officer.
Mueller and Nichols will be joining the executive team of Roger Hewins, CEO; Martha Post, Chief Investment Officer; Diane Kelvie, Chief Compliance Officer; and Gretchen Halpin, Chief Strategy Officer
Hewins states, "2014 is our fifteenth year, and since our humble beginnings we have grown approximately 10 times in terms of clients and revenue! We need to restructure the firm over time to handle so much success and responsibility. We looked beyond our current roles and created the new C Suite we believed would be best for our business."
Wipfli Hewins has been named as a leading RIA firm by Financial Planning's "RIA Leaders", ranking 27th in total assets under management and 26th fastest growing RIA in the January 2014 report. With nearly $3 billion in assets under management, and approximately $856.1 million in growth from 2011 to 2013 (data via Sept. 2013 ADV filings), Wipfli Hewins ranks as a leading national firm in a field over more than 19,000 RIAs. The firm also joined a distinguished group of advisors, ranking 34th overall on Forbes' "Top 50 Wealth Managers." In 2011, Wipfli CPAs and Consultants (Wipfli) was named Accounting Today's fifth overall in assets under management amongst CPA firms that specialize in financial planning. In addition to their longstanding partnership with Wipfli, LLP, Hewins also recently announced a collaboration with accounting firm DZH Phillips LLP to launch DZH Phillips Wealth Management.
About Hewins Financial/Wipfli Hewins: www.hewinsfinancial.com
Financial Planning's 2014 rankings are available at http://cdn.financial-planning.com/media/pdfs/top_100_RIA_firms.pdf. Additional criteria for consideration and methodology can be found at http://www.financial-planning.com/fp_issues/44_01/ria-leaders-100-top-fee-only-firms-2687598-1.html?zkPrintable=1&nopagination=1. RIA Database compiled the Top 50 Wealth Manager lists using data reported through March 31, 2014. Advisors qualified for the list based on assets under management and other factors; view http://www.forbes.com/top-50-wealth-managers/ for a list of rankings, additional qualification criteria and methodology. RIA rankings presented herein are not indicative of future performance or representative of any client experience.
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