Julie Nichols, CPA

Principal, Director of Financial Planning

Julie Nichols helps her clients answer stressful and often complex personal financial questions.  She provides a high-touch solution that is clear so her clients have peace of mind about their financial future.

Julie is a consultant for Wipfli Hewins Investment Advisors, LLC.  She has over 15 years of experience in the areas of tax compliance, tax planning, financial planning, and investment consulting.  Her broad and well-rounded experience helps her clients in defining their financial goals and creating the road map necessary to meet those goals in an independent and objective manner.  These goals may be related to retirement planning, education planning, estate planning, and/or insurance planning.  Once the financial road map has been laid out, Julie then provides investment consulting to help clients reach their goals.

Prior to joining Wipfli LLP, Julie specialized in tax planning/consulting and tax preparation for high net worth individuals.  She also developed skills related to trust and fiduciary tax returns.

Professional Organizations and Activities
Julie is an active member of the American Institute of Certified Public Accountants (AICPA) and the Wisconsin Institute of Certified Public Accountants (WICPA).