Partners and Associates

Partners and Associates

A hybrid team of accountants, advisors, and consultants whose collective experience and diverse backgrounds ignite ideas, reconfigure approaches, and recommend strategies and innovative solutions for our clients.

Jake Rohrer
Milwaukee (Headquarters)

10000 Innovation Dr.
Milwaukee, WI 53226

Tel: 414.290.8029



Areas of Focus

  • Microsoft Dynamics® 365 CRM
  • Process improvement and design
  • Software selection


Marquette University - Milwaukee, Wisconsin
  • Bachelor of science degree in business administration with a major in information technology and supply chain management

Jake R. Rohrer


Jake Rohrer is a technology consultant with Wipfli’s customer relationship management (CRM) team and our process improvement group. He works closely with clients to understand their needs and develop solutions to help them achieve their goals. Jake uses his technical and business analysis skills to break down business processes and his communication skills to provide excellent customer service and build lasting relationships with clients.


  • Microsoft Dynamics® 365 for Sales