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®, is executive director of WELS Foundation and WELS Investment Funds. He is a former WELS Christian giving counselor and, prior to WELS, a financial advisor with American Express Financial Advisors, Inc. He is a graduate of the College for Financial Planning, Denver, Colorado, 1995.
Monica L. Peavy is the investor services specialist for WELS Investment Funds, Inc., and administrative assistant for WELS Foundation. She was formerly a financial services officer and manager of member deposit services with LifeTime Credit Union.
Please follow the instructions carefully and mail completed forms to:
WELS Investment Funds
N16W23377 Stone Ridge Drive
Waukesha, WI 53188-1108