With more than 1,500 associates, 32 offices in the United States and two offices in India, Wipfli ranks among the top 25 accounting and business consulting firms in the nation. For over 85 years, Wipfli has provided private and publicly held companies with industry-focused assurance, accounting, tax, and consulting services to help clients overcome their business challenges today and plan for tomorrow. Our clients include manufacturers, construction companies, contractors and developers, real estate companies, health care organizations, financial institutions, insurance companies, nonprofit organizations, units of government, dealerships, and individuals. Through the firm’s membership in Allinial Global, an association of legally independent firms, Wipfli can provide efficient, cost-effective and comprehensive services to every client regardless of size or location.
ALM First is a leading, trusted strategic partner for financial advisory services. With approximately $18 billion of investments under management, ALM First is an SEC-registered investment advisor, acting as an unbiased third party, offering commission-free, fee-based services to more than 200 banks and credit unions across the country. Services include asset liability management, investment and balance sheet advisory, hedging strategies and execution, ALM validations, stress testing, merger valuations, MSR valuations, training and education, and other additional services.
Financial institutions have relied on ALM First’s outstanding expertise in formulating strategies to manage risk and enhance return since 1995. Whatever challenges you may face, rely on ALM First’s expertise to create a sound financial foundation built for today and tailored for tomorrow.
Michelle Huempfner is a manager in Wipfli LLP’s financial institutions practice, providing asset/liability management (ALM) services to financial institution clients. These services include interest rate risk and liquidity risk process validations and consulting. Her specializations includes interest rate risk process independent reviews (validations), ALM policy consulting, ALM model consulting, Asset/Liability Management Committee (ALCO) and board consulting and liquidity stress testing and consulting.
Kevin Kirksey has been with ALM First for 6 years and now serves as Managing Director, Strategic Solutions Group. His responsibilities include overseeing merger valuations, ALM model validations, many hedging strategy relationships, and he participates in general product development. He also serves as the Chief Compliance Officer for the firm.
Previously, Mr. Kirksey worked on Goldman Sachs’ mortgage trading desk, where he analyzed whole loan trades and securitizations and performed mortgage valuations for various capital raises, mergers, and IPOs.
Mr. Kirksey received a bachelor’s degree in economics from Davidson College in Davidson, North Carolina.