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Daniel J. Welch – President

As the senior advisor in the firm, Mr. Welch supervises personnel and handles internal operations for the firm.   Mr. Welch has more than 25 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 holds several securities licenses through his broker/dealer, WWK Investments, Inc.   He is a member and current Greens Committee Representative of Walnut Creek Country Club in South Lyon, Michigan. Dan, his wife Karen, and their two children reside in Novi, Michigan.

Jason M. Welch – Vice President

Mr. Welch has more than 20 years of investment experience and functions as the firm’s Chief Compliance Officer.   He is also responsible for the firm’s back office operations.   He has served as a member of the Detroit Athletic Club’s Finance Committee and holds additional Principal securities licenses through his broker/dealer, WWK Investments, Inc.   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 four children.

 

Support Staff

WWK licensed advisors are surrounded by more than a half dozen support staff and consultants, including two former 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 proven valuable resource.

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