Wauwatosa-based Wipfli Hewins Investment Advisors has promoted Lora Murphy, CPA, CFP®, CDFA™, to its ownership team as a Principal. 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.
Education: Bachelor of Business Administration (B.B.A.) in Accounting, University of Wisconsin – Milwaukee
Company:
Wipfli Hewins Investment Advisors, LLC
10000 Innovation Drive
Suite 250
Milwaukee, WI 53226
