Andrew J. Welp ,
Director of Savant Private Trust
Joined Team Savant 2017
Andy is knowledgeable in many financial planning areas including retirement, tax, education, risk management, and investment planning. He has been involved in the financial services industry since 2011. Prior to joining Savant, he worked as head of finance, compliance, and operations for a local financial planning firm. While there he also participated in the estate planning process for clients, assisted with tax return issues, and acted as liaison for client outside counsel, external trust departments, and the IRS.
Andy earned a bachelor’s degree in accounting from Bradley University and a juris doctorate degree from Northern Illinois University College of Law. He is licensed to practice law in Illinois and Wisconsin, as well as in front of the U.S. Tax Court and the U.S. Supreme Court. Andy is a member of the American Institute of Certified Public Accountants, the American Bar Association, the Illinois State Bar Association, the Wisconsin State Bar Association, the Winnebago County Bar Association, and the Chicago Bar Association.
Andy serves as the president of the board of directors for Pinecrest Community, a skilled nursing and continuing care retirement community in Mt. Morris, IL. A lifelong Rockford area resident, Andy lives in Sycamore, IL with his wife Niamh, who is principal of a therapeutic day school for children on the autism spectrum, and their daughters Aoife and Eva.