Leadership Overview
Wipfli has 6 executives leading key functions including strategy, operations, technology, human resources, information systems, and financial services.
Driven by a passion for client success, Wipfli is dedicated to fostering deeply invested relationships and delivering clarity that drives results through its core mission, vision, and values.
Driven by a passion for client success, Wipfli is dedicated to fostering deeply invested relationships and delivering clarity that drives results through its core mission, vision, and values.
Leadership Roles at Wipfli
Culley Summers - Chief Executive Officer & Managing Partner, Wipfli LLP
Culley Summers, the Chief Executive Officer & Managing Partner, Wipfli LLP, architects the firm's strategic direction and operational framework. This leadership role involves guiding Wipfli's mission to drive client success through deeply invested relationships and boundless curiosity. Summers ensures the firm's culture, rooted in a passion for extraordinary achievements, permeates all levels of the organization. The Chief Executive Officer & Managing Partner oversees the execution of The Wipfli Way, acting as the North Star that connects strategy and intent, guiding how the firm thinks, feels, and acts. This involves fostering an environment of continuous improvement and client-centricity across all service lines. Culley Summers is responsible for maintaining Wipfli's market position and driving its long-term growth trajectory, ensuring the delivery of clarity that produces tangible results for clients nationwide.

Carl Kline - Manager - Outsourced Chief Financial Officer and Controller Services
Carl Kline, the Manager - Outsourced Chief Financial Officer and Controller Services, leads the provision of critical financial management functions for Wipfli's clients. This role focuses on delivering strategic financial guidance and operational oversight, directly contributing to client success through expert financial stewardship. Kline's team provides outsourced CFO and controller services, ensuring clients receive clarity in their financial operations and strategic planning. The Manager - Outsourced Chief Financial Officer and Controller Services champions the application of The Wipfli Way in client engagements, fostering deeply invested relationships and driving tangible financial results. Carl Kline's expertise ensures that clients benefit from high-level financial acumen, enabling them to achieve their business objectives and reinforcing Wipfli's promise of delivering clarity that drives results.
Maverick Nguyen - Chief Operating Officer
Maverick Nguyen, the Chief Operating Officer, directs the day-to-day operational efficiency and scalability of Wipfli's service delivery. This executive function focuses on optimizing internal processes and resource allocation to support the firm's mission of driving client success. The Chief Operating Officer ensures that The Wipfli Way is effectively implemented across all departments, fostering a culture of accountability and high performance. Nguyen's responsibilities include overseeing the integration of new technologies and methodologies to enhance service quality and client satisfaction. Maverick Nguyen collaborates closely with other leaders to align operational strategies with the firm's overarching goals, ensuring seamless execution of client engagements and reinforcing Wipfli's commitment to delivering clarity that drives results. This role is critical in maintaining the firm's operational integrity and supporting its expansion.
Stephen Crowley - Chief Technology Officer
Stephen Crowley, the Chief Technology Officer, spearheads Wipfli's technological innovation and infrastructure development. This critical role ensures that the firm leverages cutting-edge technology to enhance client service delivery and internal operations, aligning with the mission of driving client success. The Chief Technology Officer oversees the strategic implementation of digital solutions and data management systems, fostering an environment of boundless curiosity regarding technological advancements. Crowley's leadership ensures that Wipfli remains at the forefront of technological capabilities, providing clients with innovative solutions and clear insights. Stephen Crowley works to integrate technology seamlessly into The Wipfli Way, supporting the firm's promise of delivering clarity that drives results. This executive function is vital for maintaining competitive advantage and operational excellence.
Maureen Pistone - Chief Human Resources Officer & Partner, Wipfli Advisory LLC
Maureen Pistone, the Chief Human Resources Officer & Partner, Wipfli Advisory LLC, cultivates Wipfli's talent strategy and organizational development. This leadership position focuses on nurturing the firm's culture, rooted in a passion for driving client and employee success. Pistone oversees all human capital initiatives, ensuring alignment with The Wipfli Way and the firm's mission. The Chief Human Resources Officer & Partner champions employee engagement and professional growth, fostering an environment of deeply invested relationships and boundless curiosity. Maureen Pistone ensures that Wipfli attracts, retains, and develops top talent, critical for delivering clarity that drives results for clients. This executive function is integral to maintaining a high-performing workforce and supporting the firm's strategic objectives across its advisory services.

Michael Pynch - Chief Information Officer & Partner, Wipfli Advisory LLC
Michael Pynch, the Chief Information Officer & Partner, Wipfli Advisory LLC, directs Wipfli's information technology strategy and infrastructure. This role is pivotal in ensuring the secure and efficient management of the firm's data and systems, supporting the mission to drive client success through technological enablement. The Chief Information Officer & Partner oversees the implementation of robust IT solutions that enhance both internal operations and client-facing services, embodying boundless curiosity in exploring new technological frontiers. Pynch's leadership ensures that Wipfli's technology ecosystem supports the firm's commitment to delivering clarity that drives results. Michael Pynch collaborates with executive leadership to align IT investments with strategic business objectives, reinforcing The Wipfli Way and maintaining the firm's competitive edge in the advisory services sector.

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