REDWOOD CITY, Calif., May 30, 2017 /PRNewswire/ -- Over the past decade, the financial services industry has experienced a paradigm shift, as a growing number of firms blend their service offerings to provide clients with a powerful, full-spectrum solution to their financial needs.
Hewins Financial | Wipfli Hewins (Hewins), a national, CPA-based financial advisor, has built its entire business with this goal in mind. Backed by its integrated service approaches with leading CPA firms, Hewins has cultivated a well-rounded advisory team equipped to manage multiple aspects of a client's financial picture.
To help develop more advanced integrated service capabilities in the future, Hewins has appointed three new members to its ownership team: Erika Young, CRPS®, AIF®, Mark Albers, CPA, MST, CFP® and Thuong Thien, CFP®.
As director of Employer Plan Services, Young oversees Hewins' entire Retirement Plan Services practice, comprising more than $740 million in assets under management. Working in tandem with Hewins and Wipfli LLP, Young has elevated the practice by introducing a cutting-edge, streamlined service approach and an ongoing educational program that provides clients with a level of support not often seen in other parts of the retirement plan industry.
With a rich background in both tax and financial planning, Albers, a senior financial advisor, will bring valuable perspective to Hewins' ownership team and further strengthen its integrated service approach. Since joining the firm in 2013, Albers has also played an instrumental role in expanding Hewins' footprint across northeastern Wisconsin.
Thien, a senior financial advisor and the third addition to the firm's ownership team, has played a crucial role in growing Hewins' client base with an unwavering focus on exemplary service and comprehensive planning. Her efforts have also helped strengthen Hewins' strategic relationships in the Bay Area.
"Erika, Mark and Thuong each exemplify our core values, service-focused culture and steadfast commitment to improving the financial lives of our clients," says Brad Mueller, CLU®, ChFC®, principal and chief practice officer at Hewins. "We are extremely proud to see them become owners and future leaders of our firm."
About Hewins Financial | Wipfli Hewins
Learn more at hewinsfinancial.com.
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