WWK Investments


Member SIPC

Personnel

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 15 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 and is very active in the community. He is a member of Walnut Creek Country Club in South Lyon, Michigan. Dan, his wife Karen, and their two children, Ryan and Alyssa, reside in Novi, Michigan.




Jason M. Welch - Vice President

As a registered General Principal and Municipal Securities Principal, Mr. Welch has more than 13 years of investment experience. He is the Chief Compliance Officer and functions as WWK's Executive Representative to the NASD. He has also served as a member of the Detroit Athletic Club's Finance Committee. He periodically attends conferences with some of the largest money managers in the world including his recent visits with managers, analysts and traders in Pittsburgh, Chicago, New York, San Francisco, Los Angeles, and London, England. 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 Macomb, Michigan with their daughter Cotter.




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.




Support Staff

WWK licensed representatives are surrounded by more than a half dozen support staff and consultants. WWK consultants offer over 100 years of combined industry experience.