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.

Barry Sattell
Milwaukee (Headquarters)

10000 Innovation Dr.
Milwaukee, WI
53226

Tel: 414.390.1470
Email: barry.sattell@wipfli.com

Services

Private Wealth Services
Tax

Areas of Focus

  • Private wealth services
  • Tax and business consulting
  • Succession and transition services
  • Generational transactions

Education

University of Wisconsin-Madison

  • Bachelor degree in education - Graduated with high honors

Barry Sattell, CPA, PFS

Partner

Barry Sattell is a partner in Wipfli’s tax and consulting practice. He specializes in providing tax and consulting services to high-net-worth individuals and business and nonprofit entities. Barry leverages his vast knowledge and experience in taxation and financial planning to assist clients in preserving their wealth. His clients appreciate his skill and expertise in assisting with succession and transition of family wealth and related businesses. Barry is a certified public accountant and Personal Financial Specialist (PFS), a credential reserved for CPAs with lifelong and current learning who have depth and breadth of experience and technical expertise.

Certifications

  • Certified Public Accountant
  • Personal Financial Specialist

Awards

  • Five-Star Award - Wealth Manager/CPA - 2010, 2011, 2012, 2014, 2015, 2016, and 2017

Professional Memberships and Activities

  • Wisconsin Institute of Certified Public Accountants (WICPA) Professional Ethics Committee - Member and chairman
  • American Institute of Certified Public Accountants (AICPA) - Member
  • AICPA Technology and Personal Financial Planning Section - Member
  • WICPA - Member
  • Zoological Society of Milwaukee Endowment Trust
  • Zoological Society of Milwaukee - Chairman and executive committee member
  • Former soccer and baseball coach