Officers & Staff
The day-to-day affairs of WELS Investment Funds are carried out by its officers and other WELS employees. For administrative convenience, efficiency, and cost-effectiveness purposes, WELS Investment Funds leases its personnel from WELS. WELS also provides services relating to the processing of transactions, preparing investor account statements, and the preparation of corporate financial statements.
James A. Holm, CFP®, accepted a call to serve as a WELS Christian giving counselor in 1996 and now serves as the executive director of WELS Foundation and WELS Investment Funds. Prior to joining WELS, Jim was a financial advisor with American Express Financial Services. He is a graduate from the College of Financial Planning and is a CERTIFIED FINANCIAL PLANNER™ certificant. In 2014 he received synod certification through the non-parish staff ministry program at Martin Luther College.
Contact Jim at [email protected] or 414-256-3206 to learn more about how the long-term investment portfolios offered by WELS Investment Funds can benefit your congregation or WELS-affiliated ministry.
Kathleen Everson joined WELS in 2025 as the investor and donor services specialist for WELS Investment Funds and WELS Foundation.
Prior to joining WELS, she held various back-office operations positions with Allspring Global Investments, Wells Fargo Asset Management, and Strong Investments.
Contact Kathleen at [email protected] or 414-256-3207.
Jenny Sell joined WELS in 2017. She is the accountant responsible for preparing and distributing WELS Investment Funds financials on a monthly basis.
Prior to joining WELS, she was an accountant for American Dental Partners and Kalmbach Publishing Co.
Contact Jenny at [email protected] or 414-256-3211.
Diane Scherzberg is the marketing coordinator for WELS Foundation, WELS Investment Funds, and WELS Church Extension Fund. She oversees communication efforts, including website content, e-mail broadcasts, electronic and print communication, webinars, direct mail, event presence, and communication with WELS organizations.
With more than 25 years of experience in marketing, Diane has a strong background in content creation and branding. Diane holds a BBA in marketing with a minor in economics from the University of Wisconsin-Milwaukee and an associate degree in marketing from Madison Area Technical College.
Contact Diane at [email protected] or 414-256-3230.
REACH US BY MAIL
Please follow the instructions carefully and mail completed forms to:
WELS Investment Funds
N16W23377 Stone Ridge Drive
Waukesha, WI 53188-1108
HERE TO HELP
If you have any questions, please call us at 877-888-8953.