Broker Check

Your Team

Michael  Savolt

Michael Savolt

President, Wealth Advisor

Bryan  Grant

Bryan Grant

Partner, Wealth Advisor

Adam Katch

Adam Katch

Strategy and Operations Director

*Eric  Jensen, EA

*Eric Jensen, EA

Business Development Team Leader

*Barbara Lewis

*Barbara Lewis

Certified Public Accountant

*Cheryl  Alderson

*Cheryl Alderson

Certified Public Accountant

*Denise  Van Ess

*Denise Van Ess

Certified Public Accountant

*Ross Helein

*Ross Helein

Certified Public Accountant

*Scott Holmquist

*Scott Holmquist

Certified Public Accountant

*Tom  Servais

*Tom Servais

Certified Public Accountant

*Cody Tackman

*Cody Tackman

Tax Professional / Accountant

Kim Keehan

Kim Keehan

Investment Assistant

*Laura De La Torre

*Laura De La Torre

Ashwaubenon Office Manager

*Individual is not affiliated with Woodbury Financial Services, Inc.