Andy Welp, Jd, Cpa Email and Phone Number
Andy Welp, Jd, Cpa work email
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Andy Welp, Jd, Cpa personal email
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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.
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Managing PartnerSavant Legal Llp Mar 2021 - PresentRockford, Illinois, United States
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President Of The Board Of DirectorsPinecrest Nursing Home Aug 2014 - PresentMount Morris, IlPinecrest 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. -
Director Savant Private TrustSavant Wealth Management Mar 2020 - Mar 2021Rockford, Illinois, United StatesI 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. -
Wealth Transfer AdvisorSavant Capital Management Oct 2017 - Mar 2020Rockford, IllinoisAndy 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, education, risk management, and investment planning.
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Chief Financial Officer (Cfo)Bates Financial Advisors, Inc. Jan 2011 - Oct 2017Rockford, Illinois Area -
ClerkBrown Law Group Jan 2010 - May 2010Dekalb, IllinoisLaw clerk for Estate Planning practice. -
AuditorLiberty Mutual Insurance May 2006 - Apr 2007Performed 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 liabilities---Resulted in hundreds of thousands of dollars in additional revenue
Andy Welp, Jd, Cpa Skills
Andy Welp, Jd, Cpa Education Details
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Banking, Corporate, Finance, And Securities Law -
Accounting
Frequently Asked Questions about Andy Welp, Jd, Cpa
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 the current company?
Andy Welp, Jd, Cpa's current role is Managing Partner at Savant Legal LLP.
What is Andy Welp, Jd, Cpa's email address?
Andy Welp, Jd, Cpa's email address is andywelp@me.com
What schools did Andy Welp, Jd, Cpa attend?
Andy Welp, Jd, Cpa attended Northern Illinois University College Of Law, Bradley University.
What skills is Andy Welp, Jd, Cpa known for?
Andy Welp, Jd, Cpa has skills like Series 7, Series 66, Series 24, Securities Law, Tax Law, Securities Regulation, Sec Compliance, Legal Compliance, Compliance Audits, Code Compliance, Compliance Management, Compliance.
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