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 nearly three decades 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 licensed with both WWK Advisors, LLC, a Registered Investment Advisor, and the affiliated broker-dealer, WWK Investments, Inc. He is the Treasurer of the Eagle for Children charity, a 501(c)3 organization benefiting underprivileged children. He is also a member 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 25 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 is licensed with both WWK Advisors, LLC, a Registered Investment Advisor, and the affiliated 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.
Nicole Farrell – Financial Advisor
Ms. Farrell specializes in retirement planning for individuals, college planning for families, and participant education. Nicole is proficient at running advanced retirement plan simulations for clients. She is also involved in enrollment and employee education meetings for retirement plans. Nicole continues to work to grow her client base, using knowledge gained from assisting other advisors. Prior to joining WWK, Nicole gained finance experience working for both Monroe Bank & Trust and H&R Block. Ms. Farrell is licensed with the Registered Investment Advisor, WWK Advisors, LLC. Nicole graduated with honors in 2017 from Siena Heights University with a B.B.A. degree in Accounting.
Thomas O’Connor – Financial Representative
As a registered representative, Mr. O’Connor specializes in retirement planning for small businesses and individuals as well as college planning. Tom’s continuing education keeps pace with current issues and changes within the industry. Prior to joining WWK, he spent years in the banking industry working for both the Bank of Louisville and Harris Bank-Chicago. He is a member of the Northville Chamber of Commerce, The Northville Baseline Community Outreach and the Knights of Columbus in Novi. Mr. O’Connor has been involved in his community as a former vice-chair of the Novi Educational Foundation executive board and a former trustee on the Novi High School Athletic Boosters executive board. He is licensed with the broker-dealer, WWK Investments, Inc. Tom is a 1990 graduate of Western Michigan University with a B.S. degree in Marketing and resides in Novi, Michigan.
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.