Wipfli Financial Advisors LLC, a national CPA-affiliated wealth management firm headquartered in Milwaukee, has promoted two senior financial advisors to principal, expanding ownership to 14 principals, the company announced.

Jordan Lochner Mills joined Wipfli Financial in 2011 as a financial advisor in its Minneapolis office, and was promoted several years later to the position of senior financial advisor. As regional leader in the Twin Cities, her team of four senior financial advisors manages $763 million in client assets. 

Mills, who has over two decades of industry experience, is the sixth female principal offered ownership in the company. She earned a bachelor's degree in business and finance from the University of Minnesota-Twin Cities.

Jake Harmsen, CPA and CFP, joined Wipfli Financial in 2018 as a senior financial advisor in Green Bay-Fox Valley, where his team of three senior financial advisors, all principals, manage $459 million in client assets. 

Harmsen has more than 15 years of experience in accounting and personal finance, and specializes in individual and corporate retirement and financial planning. He is a graduate of Marian University in Fond du Lac, Wisc.