Wipfli Financial Advisors, LLC (Wipfli Financial), a national, CPA-affiliated wealth management firm, is pleased to announce the promotion of three senior financial advisors, Eric Flynn, Noah Marell and Tony Perillo, to principals effective June 1.
“I am proud to recognize the commitment of Eric, Noah and Tony to client service and delivering tangible results,” said Jeff Pierce, CEO at Wipfli Financial. “Their promotions reflect our ongoing commitment to invest in our team and provide meaningful opportunities for career growth.”
Eric Flynn, CPA, CFP®is a senior financial advisor in our Bozeman, MT office. He joined Wipfli Financial in 2021.
Noah Marell, CFP®is a senior financial advisor in our Minneapolis office. He joined Wipfli Financial in 2012 as an associate advisor.
Tony Perillo, CFP® is a senior financial advisor in our Milwaukee office. He joined Wipfli Financial in 2013 as an associate advisor.