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 completed the Synod Certification for Non-Parish Staff Ministry program at Martin Luther College.

Contact Jim at Jim.Holm@wels.net 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.

Monica Peavy has been an employee of WELS since 2007, serving as the WELS Investment Funds Investor Services Specialist and WELS Foundation Administrative Assistant. Prior to joining WELS, she was with LifeTime Credit Union for 23 years as Financial Services Officer, Manager of Member Deposit Services, and Member Service Supervisor. Formerly, Monica held positions at First Savings–Milwaukee as a Customer Service Representative, Teller Trainer, and New Accounts Supervisor.

Contact Monica at Monica.Peavy@wels.net 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 Jenny.Sell@wels.net or 414-256-3211.

Ann Jahns joined WELS in 2020. She is responsible for driving the individual and collective marketing and communication of WELS Foundation and WELS Investment Funds. She manages the communication efforts that include website content, e-mail broadcasts, electronic and print communication, webinars, direct mail, event presence, and communication with WELS organizations. She also is part of the WELS Communication Services team. Prior to joining WELS, Ann was the Director of Communication at Grace Lutheran Church, Milwaukee, Wis., and the Director of Marketing and Communications at WLCFS-Christian Family Solutions.

Contact Ann at Ann.Jahns@wels.net or 414-256-3255.

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.