REDWOOD CITY, Calif., May 26, 2016 /PRNewswire/ -- It's an exciting time to be a financial advisor: long-awaited regulatory shifts are reshaping the industry and underscoring the importance of advice focused on clients' best interests. Game-changing technologies are continuing to drive more efficient service and enhance the client experience.
Since opening for business in 1999, Hewins Financial | Wipfli Hewins (Hewins) has been at the forefront of many of these changes. Through them all, the firm's keen focus on the client experience and its long-term vision have remained consistent. "We're always challenging ourselves to find better ways to serve our clients," says Chief Strategy Officer Gretchen Halpin. "One way is through our commitment to our core values and the people who live them every day."
With approximately $3.8 billion in AUM and more than 1,500 clients served, the national, CPA-based financial advisor is ready to take that mission to the next level and drive future growth and success. Today, the firm appointed three new members to its ownership team: Lora Murphy, CPA, CFP®, CDFA™, Dean Stange, J.D., CFP® and Ka-Tye Koo.
Murphy is a seasoned tax manager and advisor specializing in complex planning for clients undergoing major life transitions, from divorce to the sale of a business. As a Senior Financial Advisor, she has also helped strengthen Hewins' integrated tax and wealth management practice to provide more comprehensive service to clients.
With more than 20 years of experience as both an attorney and an advisor, Stange also brings unique knowledge and expertise to Hewins' ownership team. A Senior Financial Advisor, he has played an instrumental role in shaping the firm's client experience, helping develop new processes and best practices for service.
Koo, Hewins' Operations Manager, is the third addition to the team. From trading to portfolio accounting, he has been critical to keeping the firm's back office running smoothly, leading improvements in processes and overall efficiency.
Halpin looks forward to seeing what the newly expanded team will accomplish, as the firm heads into its eighteenth year. "Moving forward, we're excited to keep building our ownership team to deliver even greater value to our clients."
About Hewins Financial | Wipfli Hewins
Learn more at hewinsfinancial.com.
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