Broker Check

Your Team

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

Michael  Savolt

Michael Savolt

Founder, Wealth Advisor

Adam Katch

Adam Katch

Strategy and Operations Director

*Chris Thelen

*Chris Thelen

Retirement Risk Analyst, Licensed Agent

*Laura De La Torre

*Laura De La Torre

Administrative Services Team Leader

*Ellen  DeKeyser

*Ellen DeKeyser

Facilities and Events Planner

*Leslie Ireland

*Leslie Ireland

De Pere Office Coordinator

*Abby Savolt, CPA

*Abby Savolt, CPA

Certified Public Accountant

*Barb Lewis, CPA

*Barb Lewis, CPA

Certified Public Accountant

*Ross Helein, CPA

*Ross Helein, CPA

Certified Public Accountant

*Tom  Servais, CPA

*Tom Servais, CPA

Certified Public Accountant

*Ann Shefchik

*Ann Shefchik

Payroll Administrator

Katie Weinschenk

Katie Weinschenk

Registered Investment Assistant

Kim Keehan

Kim Keehan

Investment Assistant