Experience to enhance your performance
Success starts with balancing risk and innovation.
Between economic uncertainty, technology disruption and increasing regulatory scrutiny, financial services firms need to find new ways to mitigate risk while taking advantage of new opportunities.
Get the advice you need to position your firm for success with Wipfli.
Why Wipfli?
Wipfli’s financial services advisory team is committed to providing firms with constant communication, value-driven advisory and education. With a team that includes former industry professionals, we’ve not only lived your challenges — we also understand the support and solutions you need to overcome them.
We’re ready to help you build an organization capable of adapting for success today and in the future.
Risk advisory services
Enhance your risk mitigation strategy with Wipfli. Our industry-experienced team uses a risk-based approach and practical solutions to help you identify risk and improve your risk management and regulatory compliance practices.
Digital services
Wipfli understands your industry-specific systems and regulatory concerns, and we’re ready to help you develop a digital strategy to meet your needs. Whether you want to adopt the latest innovations or increase efficiency, we apply best practices in technology adoption and optimization to help drive your digital success.
Assurance services
Wipfli’s assurance services go beyond the numbers and reports to deliver insights for better decision-making. Whether you need support for accounting, auditing or assurance, our team can help you identify opportunities to strengthen your operations and compliance.
Outsourced services
Fill critical talent gaps and streamline your back office with outsourced services from Wipfli. We provide your organization with the talent and experience you need to drive strategy and performance so that you can focus on value-added work.
Transaction advisory services
Get end-to-end transaction diligence from Wipfli. We’re dedicated to helping you achieve strategic and transactional success with buy-side, sell-side, business valuation, tax and investment banking services.
Organizational performance consulting
Unlock the potential of your strategy, operations and people with Wipfli’s organizational performance services. We use tailored solutions and proven processes to help you achieve sustainable growth and improved performance.
Tax services
Wipfli’s tax team can help you develop a tax plan that effectively balances opportunity and compliance. We take a proactive approach to our services, helping you navigate complex tax laws and compliance while reducing your tax burden.
Our team
Anna Kooi, CPA
Anna Kooi is a partner and leads Wipfli’s financial services practice. She has more than 20 years of experience in serving a variety of public and private clients in the financial services industry. Anna has advised clients ranging from startups to Fortune 50, bringing deep industry knowledge to the clients she services.
Carlos Vega
Carlos Vega is a diversified digital strategy and transformation expert who has worked in multiple senior roles in strategic planning, finance and IT. He has held various senior digital transformation roles for some of the largest automotive and automotive finance organizations in the world, along with large financial institutions, banking software companies and fintech startups. He is passionate about breaking down customer frustration points by building engaging experiences using data, research and emerging technologies. Carlos believes the status quos in many industries needs to be challenged and reinvented in order to evolve and survive due to the current digital evolution.
Paul T. Lally
Paul Lally leads Wipfli’s multi-disciplinary team offering services to the wealth and asset management industry. Leveraging more than 30 years of experience, he helps clients navigate the growth and long-term success of their business. As an industry speaker, Paul is known for his lively, on-target delivery of timely topics, practical strategies and thought-provoking insights. He has delivered keynote speeches to thousands of executives from a multitude of companies. Paul has extensive knowledge of wealth and asset management industry trends, the transformations going on within various companies and the realities of operating a privately-owned financial services firm in today’s market.
Greg Foster, CPA
Greg Foster is a partner with over 30 years of practice in public accounting. His experience includes providing insurance, banking, credit union and securities clients with various services including financial statement audits, public and private securities registrations and mergers and acquisitions. As leader of the insurance services group, Greg oversees a variety of services to insurance companies including traditional insurers and reinsurers as well as captives, risk retention groups, reinsurance pools and similar arrangements.
Michael L. Vaccarella
Leveraging nearly 20 years of public accounting experience, including over 10 years specializing in mergers and acquisitions, Michael is a leader in Wipfli's private equity services practice. As a leader in the transaction advisory services, he provides and coordinates buy-side and sell-side transaction support and consulting for closely held corporations, family offices, and private equity funds and their portfolio holdings.
