Daniel J. Welch - President
As a registered General Principal and Municipal Fund Securities Limited Principal, Mr. Welch supervises personnel and handles internal operations for the firm. Mr. Welch has more than 19 years of investment experience specializing in retirement services for both corporations and high net worth individuals. He continually receives specialized training with many of the leading money management firms in the country. Mr. Welch has a B.S. Degree in Marketing from Central Michigan University. He is a member and current Golf Committee Representative of Walnut Creek Country Club in South Lyon, Michigan. Dan, his wife Karen, and their two children reside in Novi, Michigan
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Jason M. Welch - Vice President
As a registered General Principal and Municipal Securities Principal, Mr. Welch has more than 16 years of investment experience. He is the Chief Compliance Officer and functions as WWK's Executive Representative to FINRA. He has also served as a member of the Detroit Athletic Club's Finance Committee. Mr. Welch graduated with honors from Michigan State University with a B.A. Degree in Finance and carries the Accredited Investment Fiduciary™ designation from the Center for Fiduciary Studies. Jason and his wife Melissa reside in Northville, Michigan with their three children.
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Amy M. Kelley - Treasurer
Mrs. Kelley has more than 20 years of industry experience. As a registered CPA and Financial Principal, she maintains the books and records for the firm. Mrs. Kelley graduated Summa Cum Laude from Central Michigan University with a B.S. Degree in Accounting and Management Information Systems. She was also "Third Team Academic All-American" in basketball. Amy and her husband Mike live in Rockford, Michigan with their four children.
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Support Staff
WWK licensed representatives are surrounded by more than a half dozen support staff and consultants, including two registered CPAs. Our staff assists in the day-to-day operations of the firm. Their goal is to provide a level of service that exceeds our clients’ expectations. WWK consultants have over 100 years of combined industry experience, which is a proven valuable resource. |
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