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Julie Woelfel, CPA

Julie Woelfel, CPA

Financial Advisor, Tax Consultant

Julie joined Belke Financial Group in 2014.  Before beginning her career in the securities and insurance industry, Julie worked for the Wisconsin Department of Revenue as a tax auditor for over 20 years and as a State and Local Tax Manager for Schenck, SC. 

Julie holds a Bachelor of Science degree in Business Management with a concentration in Accounting from the University of Wisconsin-Parkside.  She obtained her CPA license in 1995 with the State of Wisconsin and is a member of the WICPA. 

As a financial advisor, Julie specializes in the area of retirement and investment planning. She also specializes in tax planning and prepares income tax returns for clients. Julie holds FINRA Series 7 and Series 66 registrations with Woodbury Financial. She also holds the following insurance licenses: Accident & Health, Life, Variable Life, and Variable Annuity.

Julie is married to Kris Woelfel and have two children. In her spare time, Julie is the Varsity softball coach at New Holstein High School, Sunday school teacher, choir and altar guild member at Zion Lutheran church and is a member of the New Holstein Utility Commission. For recreation, Julie enjoys playing volleyball, golf and spending time with her family.