Lora Murphy, CPA, CFP®, CDFA™
Principal, Senior Financial Advisor |
As a seasoned financial advisor, Lora Murphy has served clients for more than 20 years, developing rewarding partnerships along the way. Utilizing her deep understanding of income and estate tax issues, Lora focuses on building viable solutions in tax, compliance, estate and retirement planning for closely held businesses and high-net-worth individuals.
Lora’s collaborative nature and expertise allow her to help clients navigate the complex financial consequences of major transitions, including the sale of a business and divorce. As a Certified Divorce Financial Analyst (CDFA™), she has ample experience collaborating with attorneys, insurance representatives and other professionals to find the best solutions for her clients when the need for a smooth transition arises.
In addition to her advisory work, Lora is also a principal with Wipfli Financial, through which she serves as a member of the firm’s ownership team.
Outside of the office, Lora is active in several community and professional organizations, including the Milwaukee Estate Planning Forum, where she sits on the membership committee. She also served as the past president of the Waukesha County Estate Planning Council.
In her spare time, Lora enjoys relaxing at her cabin in northern Wisconsin and visiting her children and grandchildren in Chicago.
*The CPA license is being maintained in good standing with the state of Wisconsin's state board of accountancy; however, Ms. Murphy is not a practicing CPA and does not provide accounting services.
Building a relationship with my clients and partnering with them to make thoughtful decisions about their financial future is my passion. I find working closely with my clients very rewarding.