Andrew J. Welp
Wealth Transfer Advisor
Andy is a wealth transfer advisor in Savant’s Rockford, IL office within the Planning Team. He works closely with the Advisory Team to analyze client estate plans, develop wealth transfer and asset protection strategies, and assist with trust and estate administration. Andy is knowledgeable in many financial planning areas including retirement, tax, education, risk management, and investment planning. He also oversees Savant Private Trust, Savant's corporate trustee solution with National Advisors Trust Company, FSB.
Andy 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 a Certified Public Accountant and a member of the American Bar Association, the Illinois State Bar Association, the Chicago Bar Association, and the American Institute of Certified Public Accountants.
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.
Andy joined Team Savant in October 2017.