ABOUT WI

ABOUT  WOODCREST  INVESTMENT

Our business is about people and their financial well-being.  Our clients always come first.  We provide the highest level of service with uncompromising integrity.   Assisting our clients in attaining their financial  and legal objectives is our  focus.  We pride ourselves on communicating with our clients clearly and frequently.  Continuing education is integral because innovation is a requisite to our client’s success in an ever changing financial and legal landscape.  To standout in our industry requires us to work hard; to excel beyond our peers and to provide the highest caliber of service to our clients.

NANCY  BARTOLAMEOLLI

Nancy Bartolameolli is a sought after Wealth Strategist and serves clients throughout the country.  She is a graduate of Indiana University with a Bachelor’s Degree in Economics.  Over the years, Nancy has worked with several Fortune 500 companies such as GM, Ford, Chrysler, EDS and others earning Nancy local and national honors.  Nancy’s Wealth Preservation, Risk Management, and Financial Planning techniques have been developed to specialize in both pre-retirees and those who are currently in retirement.  Nancy’s forte is in Tax Management and Safe Money Strategies which allows her to protect her client’s assets from areas that can potentially cause unnecessary erosion.  Mrs. Bartolameolli completed training with IRA Expert and bestselling author Ed Slott, CPA.  She continues to keep updated with the latest training on IRA strategies.

LINDA PATE

Linda Pate has worked with several fortune 500 companies such as, The Las Vegas Hilton, The Venetion, and The MGM Grand. She has held licenses in the real estate and mortgage industry. She works with nonprofit organizations such as the Voice Foundation and the Downs Syndrome Organization. She is affiliated with College Funding Solutions (CFS). She is available to help with college planning and all areas of life and health insurance.

Bret S. Gudme

Bret S. Gudme has served on a variety of committees and boards for different community organizations.  He is a member of the American Institute of Certified Public Accountants and the Michigan Association of Certified Public Accountants.  Bret has accounting and consulting experience with a broad base of clients.  He has audit, accounting and tax experience with nonprofit organizations, public and privately owned companies.