Eversight’s Post

Whittaker is 25 years old this year. I’ve been reflecting on just how far we’ve come. When I was 18, I wrote a business plan on a yellow legal pad of paper my mom had. The plan included a tax business. It shaped how I chose my major in college. After graduating, I worked my way up through KPMG to become a manager. I was 29, Shelley was 5 months pregnant with our first child and I knew it was time to leave the corporate world. So I took a leap of faith to start my own business. I didn’t know where the journey would take us. Now, 25 years later, we have a team of 14 people which includes my wife Shelley and my son Justin. We’re proud to serve 58 very successful businesses and families. It’s certainly been a journey. As any leader knows, there are times when it’s a battle and times when it’s smooth. No matter what, I’ve enjoyed the process. For me, it’s about growing a team that’s better today than they were yesterday. It’s about helping my clients' families create wealth. It’s about people. Ultimately, we’re a family serving families. We’re looking forward to celebrating this milestone as a team by visiting La Jolla for two days with our significant others. Look out for the pictures in July! #businessowner #businessanniversary #businessmilestone #leadership

Dive into the heart of Wipfli's success by reading our annual report. It encapsulates a year marked by impressive hiring, elevated client satisfaction, sustained growth, and industry accolades. #WorkCulture #JoinWipfli #AnnualReport #FY23

Dive into the heart of Wipfli's success by reading our annual report. It encapsulates a year marked by impressive hiring, elevated client satisfaction, sustained growth, and industry accolades. #WorkCulture #JoinWipfli #AnnualReport #FY23

Dive into the heart of Wipfli's success by reading our annual report. It encapsulates a year marked by impressive hiring, elevated client satisfaction, sustained growth, and industry accolades. #WorkCulture #JoinWipfli #AnnualReport #FY23

Dive into the heart of Wipfli's success by reading our annual report. It encapsulates a year marked by impressive hiring, elevated client satisfaction, sustained growth, and industry accolades. #WorkCulture #JoinWipfli #AnnualReport #FY23

Dive into the heart of Wipfli's success by reading our annual report. It encapsulates a year marked by impressive hiring, elevated client satisfaction, sustained growth, and industry accolades. #WorkCulture #JoinWipfli #AnnualReport #FY23

Dive into the heart of Wipfli's success by reading our annual report. It encapsulates a year marked by impressive hiring, elevated client satisfaction, sustained growth, and industry accolades. #WorkCulture #JoinWipfli #AnnualReport #FY23

Dive into the heart of Wipfli's success by reading our annual report. It encapsulates a year marked by impressive hiring, elevated client satisfaction, sustained growth, and industry accolades. #WorkCulture #JoinWipfli #AnnualReport #FY23

Dive into the heart of Wipfli's success by reading our annual report. It encapsulates a year marked by impressive hiring, elevated client satisfaction, sustained growth, and industry accolades. #WorkCulture #JoinWipfli #AnnualReport #FY23

Dive into the heart of Wipfli's success by reading our annual report. It encapsulates a year marked by impressive hiring, elevated client satisfaction, sustained growth, and industry accolades. #WorkCulture #JoinWipfli #AnnualReport #FY23