PRESS CONTACT:
Gretchen Halpin
The Halpin Group, Inc
gretchen@thehalpingroup.com
773-209-6746
Minneapolis, MN (May 29, 2012) – Hewins Financial Advisors, LLC (“Hewins”) proudly announces that David Hutchinson has joined their Midwest Team, based in the Minneapolis, MN office of Wipfli, LLP. David will serve as a Senior Vice President of the RIA Partners Group. RIA Partners is a unique offering, focused on directly assisting CPA firms to start and develop their Wealth Management Practices as fully integrated parts of their financial service offerings to business owners, health care and other professionals, and related pension plans and charitable entities.
With over 20 years of leadership experience in the financial services industry, primarily at Schwab Advisor Services, David has a unique understanding of how to achieve growth and success through a disciplined, consultative approach to RIA clients. During his 14 year tenure at Schwab, among other senior roles, he was responsible for managing top-performing sales regions, divisions, and national RIA growth initiatives. David will provide depth and experience to RIA Partners and assist them in the rapid growth of their business, ensuring that service and relationships are always a top priority.
“Hewins is a highly successful CPA-based RIA that has grown to just under $3 billion of AUM over the past ten years. We are frequently approached by other CPA firms who are interested in partnering with us to help them grow their wealth management practices and/or to consult with them on how they should consider entering the wealth management space. Our resources and processes add value to RIA Partners with an integrated investment, financial planning, and operations platform that is state-of-the-art,” says Hutchinson.
Hewins is an SEC-registered fee-only wealth management advisor offering a holistic approach to clients who seek a partner in the management of their daily and long-term financial goals. Hewins currently has consultants in Minnesota, Wisconsin, Illinois, Florida, Oregon and California, and plans to position itself across the U.S. with partners that share their philosophy. For more information about Hewins visit http://www.hewinsfinancial.com.
