Featured Thought Leader
Lauri A. Roberts, CPA
With more than 30 years of taxation and wealth management experience, Lauri is a tax partner in the Minneapolis office and leads the Minnesota Region tax group. Lauri specializes in working with executives, high-net-worth individuals, and family foundations as part of Wipfli’s private client services group. She provides personalized services to simplify the financial lives of her clients and works closely with other advisors to preserve family wealth.
Ronald P. Hafner, CPA
With over 30 years of experience, Ron leads Wipfli's manufacturing and distribution practice and the public company (SEC) services practice. He works with public and private clients of all sizes, assisting them with financing transactions, accounting issues, and mergers and acquisitions, as well as performs audits and reviews.
Robert D. Cedergren, CPA, CGMA, CITP, CISM, CISA, CGEIT
Bob is the leader of Wipfli’s risk advisory services practice. Leveraging his 20+ years of experience, Bob provides consulting services to clients in the areas of risk management and is a frequent speaker and author on risk management-related topics including risk assessments, business continuity planning, and management of internal controls.
James D. Lockhart, JD, LLM, CPA
Jim has nearly 20 years of experience dedicated to providing extraordinary, proactive advice to help construction and real estate organizations succeed and grow. He serves a full range of construction, real estate, and hospitality organizations, specializing in investment and development due diligence, financing, tax and business structuring, construction services, and exit strategies.
Jason J. Wimmer, CPA, MBT
Jason Wimmer is a tax partner with Wipfli LLP’s financial institutions practice. Jason uses his skills to ensure that clients receive accurate and timely income tax planning and compliance services. He uses his understanding of complex tax laws to maximize tax opportunities for clients.