Meeting your challenges head on
Insurance is changing.
Managing rising costs, adopting advanced technologies, finding balance between pricing and underwriting, maintaining compliance with new regulations, attracting talent and identifying the right M&A opportunities — the list of challenges you face goes on. No matter your goal, you need a defined strategy to stay competitive and continue growing.
Wipfli can help you adapt with our decades of experience and a deep bench of insurance professionals across a wide range of specialties.
Why Wipfli?
Wipfli’s strong CPA foundation and comprehensive advisory services mean that our insurance consulting services are positioned to help you through your most critical business challenges. From adopting new technology to managing your human capital, we can help you find new ways to secure the future of your business.
Assurance services
Wipfli’s audit and assurance team can support your company with everything from statutory financial statement preparation to the Model Audit Rule. We provide actionable insights you can use to mitigate risks and strengthen your business.
Digital services
Help secure your firm’s future with digital services that can help you modernize your systems, manage costs and better reach customers. Wipfli brings industry experience and insurance technology knowledge to help you develop a digital strategy that effectively manages risks and drives your digital success.
Tax services
Wipfli’s dedicated tax team can help you with critical tax planning, compliance and accounting needs. Whether you need to navigate complex local tax laws or ownership tax structuring, our team can assist you.
Risk advisory services
Effectively manage your risk, governance and controls with Wipfli. We understand your unique industry challenges and regulatory requirements, and we’re ready to help you develop the programs and environment you need to meet them.
Outsourced services
Let Wipfli help you fill critical talent gaps and create a leaner, more agile business with our outsourced services. We take ownership of your accounting, operations, talent and technology so that you can focus on driving growth.
Organizational performance consulting
Wipfli’s organizational performance team takes you from insights to action, working to keep your organization aligned in achieving your vision of success. Whether you need strategic planning, leadership or operations support, we can help you build a healthier, more agile company.
Transaction advisory services
If you’re interested in selling your company or acquiring other insurance firms, Wipfli’s transaction advisory team can help. We provide end-to-end transaction support, including valuations, due diligence and investment banking.
Our team
Greg Foster, CPA
Greg Foster is a partner with over 30 years of practice in public accounting. His experience includes providing insurance, banking, credit union and securities clients with various services including financial statement audits, public and private securities registrations and mergers and acquisitions. As leader of the insurance services group, Greg oversees a variety of services to insurance companies including traditional insurers and reinsurers as well as captives, risk retention groups, reinsurance pools and similar arrangements.
Anna Kooi, CPA
Anna Kooi is a partner and leads Wipfli’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.
Carlos Vega
Carlos Vega is a diversified digital strategy and transformation expert who has worked in multiple senior roles in strategic planning, finance and IT. He has held various senior digital transformation roles for some of the largest automotive and automotive finance organizations in the world, along with large financial institutions, banking software companies and fintech startups. He is passionate about breaking down customer frustration points by building engaging experiences using data, research and emerging technologies. Carlos believes the status quos in many industries needs to be challenged and reinvented in order to evolve and survive due to the current digital evolution.
Client success story
Wipfli helped Cross Insurance reduce risk and increase its resiliency through disruption.
