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Julie Woelfel, CPA

Julie Woelfel, CPA

Financial Advisor, Tax Consultant

Julie joined Belke Financial Group in 2013. She is very service driven and enjoys helping clients by providing valuable information and customized solutions. She specializes in retirement and investment planning. By incorporating her expertise in tax planning and tax preparation, she truly assists in providing our clients with a complete financial plan.

Before beginning her career in the securities and insurance industry, she 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. She holds a bachelor’s degree in business management concentrating 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. Julie holds FINRA Series 7 and Series 66 registrations with Osaic Wealth, Inc. In addition, she holds the following insurance licenses: Accident & Health, Life, Variable Life, and Variable Annuity.

Julie is married to Kris Woelfel and they have two children. They also own and operate The Woelfel Family Farm. Julie is the Varsity softball coach at New Holstein High School and member at Zion Lutheran church. For recreation, Julie enjoys playing volleyball, golf, and spending time with her family.