Wipfli Financial Advisors Names New CEO

Jeff Pierce

Wipfli Financial Advisors, affiliated with Milwaukee-based Wipfli LLP (FY18 net revenue of $317.9 million), has announced that Jeff Pierce has been named CEO, effective Feb. 11.

Pierce joins Wipfli Financial Advisors from Austin, Texas-based Dimensional Fund Advisors, where he served as vice president of advisor practice management.

“Our entire team looks forward to working with Jeff in growing our holistic, personalized planning approach, which will deliver even greater impact to our current and future clients in the months and years ahead,” says Julie Nichols, Wipfli Financial’s interim CEO and CFO. She will continue in her CFO role moving forward.

While at Dimensional Fund Advisors, Pierce provided guidance to hundreds of financial advisory firms on a wide range of practice management areas, including financial performance, operations, human capital, technology, and succession and ownership transition. He also developed and led two of the industry’s largest global practice management benchmarking studies.

“Jeff embodies Wipfli’s culture, core values and client-focused approach and is passionate about expanding the wealth management model and CPA-based philosophy we are building with Wipfli Financial,” says Rick Dreher, Wipfli’s MP.