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.
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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.
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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. WWK consultants offer over 100 years of
combined industry experience. |
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