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.


11 Scott St.
Wausau, WI 54403

Tel: 715.843.7404


Audit and Accounting

Areas of Focus

  • Financial institution audit and accounting services
  • Investment company audits and examinations
  • SEC, FDICIA, HUD, and other regulatory reporting
  • Asset/liability analysis and assistance with interest rate swaps and other risk management tools


Financial Institutions
Financial Services


University of Wisconsin-Eau Claire
  • Bachelor of business administration degree in accounting - Graduated summa cum laude

Brett D. Schwantes, CPA

Senior Manager

Brett Schwantes has over 20 years of experience working closely with financial institutions and is the leader of the Technical Issues Committee for the financial institutions practice of Wipfli LLP. He has received specialized training on accounting for a number of complex issues such as derivatives and fair value measurements of financial instruments, which has allowed him to better understand the unique problems and challenges this industry faces and to advise financial institutions on a variety of accounting and regulatory issues. Brett also consults with clients on the impact of new accounting standards and how best to implement them to avoid negative consequences whenever possible.

Brett shares his knowledge and understanding of current accounting trends and issues with other professionals through professional organization meetings, the WICPA Financial Institutions Conference, the Community Banking Advisory Network annual conference, and the annual Wipfli Community Banking Forums. In addition, he has authored several articles published by Wipfli that address new and technical accounting issues affecting the financial institution industry.

  • Certified Public Accountant
Professional Memberships and Activities
  • American Institute of Certified Public Accountants (AICPA) - Member
  • Wisconsin Institute of Certified Public Accountants (WICPA) - Member
  • WICPA Financial Institutions Conference - Planning Committee chair
  • Community Banking Advisory Network - Executive Committee member

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