Expertise. Trust. Value.
Financial institutions face many challenges today, including regulatory pressure, financial performance, shareholder value, and fierce competition to retain market share and employees.
Wipfli’s financial institutions professionals are dedicated to serving financial institutions. Many of us have worked in financial institutions and understand what it is like to walk in your shoes.
We live it. We breathe it. We get it.
Our goal is to help your organization succeed by providing constant communication, value-driven consultation and education. Some of the complimentary services we provide to financial institutions include networking and educational forums, educational webinars and trainings, timely blogs and podcasts, and relevant articles and whitepapers.
Our professionals are featured speakers at various financial institution trade association meetings around the country and are committed to sharing their knowledge within the industry. Bring the strengths of Wipfli to your financial institution today, and put yourself in a stronger position to meet the challenges of tomorrow.
Regulatory Compliance Services
Today’s ever-changing regulatory environment makes it difficult for financial institutions to maintain an effective compliance program. Wipfli's professional compliance team can help.
Our team
Anna Kooi, CPA
Anna Kooi is a partner and leads Wipfliā€™s financial services practice. She has more than 20 years of experience in serving a variety of public and private clients in the financial services industry. Anna has advised clients ranging from startups to Fortune 50, bringing deep industry knowledge to the clients she services.
