Broker Check

Your Team

Michael  Savolt

Michael Savolt

President, Wealth Advisor

Adam Katch

Adam Katch

Strategy and Operations Director

*Eric  Jensen, EA

*Eric Jensen, EA

Business Development Team Leader

*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

*Barbara Lewis, CPA

*Barbara Lewis, CPA

Certified Public Accountant

*Matt Fox, CPA

*Matt Fox, CPA

Certified Public Accountant

*Ross Helein, CPA

*Ross Helein, CPA

Certified Public Accountant

*Tom  Servais, CPA

*Tom Servais, CPA

Certified Public Accountant

Kim Keehan

Kim Keehan

Investment Assistant

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