Managing Partner
Current
Mar 2021 - Present
AeroLeads people directory · profile
Andy Welp, Jd, Cpa Email & Phone Number
Managing Partner at Savant Legal LLP
at
Savant Legal LLP
1 work email found
@savantcapital.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Partner at Savant Legal LLP
Location
Rockford, Illinois, United States
Who is Andy Welp, Jd, Cpa? Overview
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Quick answer
Andy Welp, Jd, Cpa is listed as Managing Partner at Savant Legal LLP at Savant Legal LLP, based in Rockford, Illinois, United States. AeroLeads shows a work email signal at savantcapital.com and a matched LinkedIn profile for Andy Welp, Jd, Cpa.
Andy Welp, Jd, Cpa previously worked as Managing Partner at Savant Legal Llp and President Of The Board Of Directors at Pinecrest Nursing Home. Andy Welp, Jd, Cpa holds Doctor Of Law (J.D.), Banking, Corporate, Finance, And Securities Law from Northern Illinois University College Of Law.
Company email context
Email format at Savant Legal LLP
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*@savantcapital.com
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AeroLeads found 1 current-domain work email signal for Andy Welp, Jd, Cpa. Compare company email patterns before reaching out.
Profile bio
About Andy Welp, Jd, Cpa
I am Managing Partner of Savant Legal LLP. Savant Legal LLP is an independent estate planning law firm associated with Savant Wealth Management. We work with Savant Wealth Management's clients to analyze their estate plans, develop wealth transfer and asset protection strategies, and ultimately implement those strategies via drafting new estate plans.
Listed skills include Series 7, Series 66, Series 24, Securities Law, and 35 others.
Current workplace
Andy Welp, Jd, Cpa's current company
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7 roles
Andy Welp, Jd, Cpa work experience
A career timeline built from the work history available for this profile.
President Of The Board Of Directors
CurrentPinecrest Community is a continuing care retirement community located in the heart of beautiful Ogle County in the village of Mt. Morris in northwestern Illinois, just south of Rockford and 110 miles west of Chicago.
Aug 2014 - Present
Director Savant Private Trust
I am Director of Savant Private Trust, Savant's corporate trustee solution with National Advisors Trust Company. I work closely with the Advisory Team to analyze client estate plans, develop wealth transfer and asset protection strategies, and assist with trust and estate administration.
Mar 2020 - Mar 2021
Wealth Transfer Advisor
Andy is a wealth transfer advisor in Savant’s Rockford, IL office within the Planning Team. He works closely with the Advisory Team to analyze client estate plans, develop wealth transfer and asset protection strategies, and assist with trust and estate administration. He is also knowledgeable in many financial planning areas including retirement, tax.
Oct 2017 - Mar 2020
Chief Financial Officer (Cfo)
Jan 2011 - Oct 2017
Jan 2010 - May 2010
Auditor
Performed annual audits of Liberty clients, on location, to verify the yearly premium amount due on the policy. Was given book of clients and performed all other actions independently of the regional office.Contacted, scheduled, audited, and briefed clients on their annual policy auditDiscovered millions of dollars in fraudulent and improperly classified.
May 2006 - Apr 2007
2 education records
Andy Welp, Jd, Cpa education
Doctor Of Law (J.D.), Banking, Corporate, Finance, And Securities Law
Bachelor'S Degree, Accounting
FAQ
Frequently asked questions about Andy Welp, Jd, Cpa
Quick answers generated from the profile data available on this page.
What company does Andy Welp, Jd, Cpa work for?
Andy Welp, Jd, Cpa works for Savant Legal LLP.
What is Andy Welp, Jd, Cpa's role at Savant Legal LLP?
Andy Welp, Jd, Cpa is listed as Managing Partner at Savant Legal LLP at Savant Legal LLP.
What is Andy Welp, Jd, Cpa's email address?
AeroLeads has found 1 work email signal at @savantcapital.com for Andy Welp, Jd, Cpa at Savant Legal LLP.
Where is Andy Welp, Jd, Cpa based?
Andy Welp, Jd, Cpa is based in Rockford, Illinois, United States while working with Savant Legal LLP.
What companies has Andy Welp, Jd, Cpa worked for?
Andy Welp, Jd, Cpa has worked for Savant Legal Llp, Pinecrest Nursing Home, Savant Wealth Management, Savant Capital Management, and Bates Financial Advisors, Inc..
How can I contact Andy Welp, Jd, Cpa?
You can use AeroLeads to view verified contact signals for Andy Welp, Jd, Cpa at Savant Legal LLP, including work email, phone, and LinkedIn data when available.
What schools did Andy Welp, Jd, Cpa attend?
Andy Welp, Jd, Cpa holds Doctor Of Law (J.D.), Banking, Corporate, Finance, And Securities Law from Northern Illinois University College Of Law.
What skills is Andy Welp, Jd, Cpa known for?
Andy Welp, Jd, Cpa is listed with skills including Series 7, Series 66, Series 24, Securities Law, Tax Law, Securities Regulation, Sec Compliance, and Legal Compliance.
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