Savant Expands its Tax and Wealth Transfer Team
Addition of seasoned professional Andrew Welp further positions Savant as industry leader in building and transferring wealth ▪ With more than a decade of experience and expertise, Andrew J. Welp, CPA, JD, further enhances firm’s comprehensive financial planning services ▪ Growing wealth transfer and tax team bridges gap between building wealth and transferring wealth ▪ Increases support team to five attorneys and 13 certified public accountants Savant Capital Management, a nationally-recognized fee-only wealth management firm headquartered in Rockford, IL, with 11 additional offices in three states, including Peoria, announced that Andrew J. Welp, JD, CPA has been hired as its third dedicated wealth transfer advisor. He joins the firm’s growing tax and wealth transfer team that is led by Michael Cyrs, director of wealth advisory. Welp is a member of the firm’s Planning Team and is responsible for overseeing the new in-house trust and estate settlement officers who were added...