Rebecca Goetz

Rebecca Goetz

Manager, Wipfli Advisory LLC

she/her/hers

Rebecca Goetz is a manager who has been with Wipfli since 2019. She has experience providing audit services to financial institutions with varying asset sizes up to $3+ billion. In addition, Rebecca audits various types of employee benefit plans, including 401(k)s, pensions and 11-Ks. She strives to bring her experience and understanding to each engagement to best serve her clients.

  • Certified Public Accountant

  • American Institute of Certified Public Accountants
    (AICPA) - Member
  • Wisconsin Institute of Certified Public Accountants (WICPA) – Member and Young Professionals Committee Member

University of Wisconsin — Stevens Point

  • Bachelor of science degrees in accounting and business administration (finance, insurance and real estate emphasis)
Expertise and services

INDUSTRY EXPERTISE

SERVICES