Springline Advisory Adds Wisconsin Firm

Springline Advisory has acquired Wisconsin-based Vesta CPA, bolstering the firm’s presence in the state. 

Fond du Lac, WI-based Vesta CPA was initially founded in 1981 by Wayne Huberty as Huberty & Associates and later rebranded in September 2023. The firm provides wealth, financial, and tax planning and wealth management services for high-net-worth clients, including business owners, executives, and retirees. 

The team is led by managing partner Nathan Volkomener and chief operating officer Cyndi Hintz. 

Through Springline’s acquisition of Vesta, the firm also expanded its footprint with offices in Madison, Sheboygan, and Mequon, Springline stated. 

“We would never be satisfied with building a firm that is just ‘good enough.’ We are always striving for more,” said Volkomener. 

The transaction marks Springline Advisory’s fifth for the year and 15th overall, a company spokesperson confirmed to Connect Money. 

The financial terms of the deal were not disclosed. 

In June, Springline Advisory acquired Norman, OK-based GBC Advisory, a full-service accounting firm, further expanding its presence in the Oklahoma City area. 

In March, Springline Advisory added New Jersey-based advisory firm Cg Advisory and San Francisco-based wealth management firm SD Mayer Advisory. 

Springline Advisory was established in 2024 by private equity firm Trinity Hunt Partners alongside Kansas-based advisory firm MarksNelson and is led by CEO Tim Brackney. 

Pictured: Nathan Volkomener