Sheila Handrick

CFP®, CRPC® | Consultant, Wipfli Hewins Investment Advisors

Financial Adviser at Wipfli Hewins Investment Advisors, LLC in Madison , WI

About

Sheila has helped clients plan and work toward their financial goals for nearly a decade, offering comprehensive expertise in the areas of financial planning, tax and estate planning, and investment advisory. An experienced Certified Financial Planner (CFP®), Sheila strives to gain a deeper understanding of her clients’ goals and reasons for investing, whether they're preparing their estate or planning for retirement. As an advisor, Sheila’s primary goal is to streamline and simplify her clients’ finances so they can focus on enjoying their lives.

Address
2501 West Beltline Highway Suite 401 in Madison , WI 53713
Info
Languages: English
Year started: 2007

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Specialties

  • Education Savings
  • Estate Planning
  • Retirement Planning
  • Tax Advantaged Investments

Servicing

Credentials

Associations

Junior Achievement
Certified Financial Planner Board of Standards, Inc.
Financial Planning Association of Southern Wisconsin
Madison Youth Choirs

Certifications

CFP®
CRPC®

Accomplishments

Background

Experience

Client Relations
Assistant Manager
State Bank Examiner
Associate Consultant
Senior Associate Consultant
Consultant

Education

University of Wisconsin - Whitewater
Kaplan University
College for Financial Planning