Last updated on July 2nd, 2019 at 09:19 am
He will assume the post on Feb. 11, 2019.
Previously, Pierce was vice president and head of advisor practice management for Austin, Texas-based Dimensional Fund Advisors.
“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,” said Julie Nichols, Wipfli Financial’s interim CEO and chief financial officer (CFO), a role she will continue in moving forward.
“Jeff brings a wealth of industry experience to our firm and our clients,” said Rick Dreher, Wipfli’s managing partner. “He 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.”