At Kelly Capital Partners, our sole focus is YOU.
Patrick Kelly, is an Investment Advisor Representative and Life Specialist at The Kelly Capital Partners. Patrick works to create defensive planning strategies to protect retirement assets. He has spent time at the Northwestern Mutual Financial Network as a Financial Representative, holds the State of Michigan Life Accident and Health Insurance License and The Series 65 License. Patrick is a graduate of Michigan State University. On a day-to-day basis Patrick dives into case preparation and focuses on holistic retirement planning with the Kelly Capital Partners Financial team. “Our mission is to create a plan through exploring all available financial tools, working to cultivate a retirement road map for our clients, guiding them to their retirement destination safely.”
When asked what Patrick enjoys most about his job he had the following to share: “I enjoy coming to work everyday because I know the recommendations we put in front of our clients are going to have a profound impact on their well being and the families they care for. Financial planning has an enormous ripple effect on a client’s loved ones.” In his spare time he enjoys spending time with his family and friends, reading, running, playing lacrosse and hockey.
Josef Waltenbaugh, is an Investment Advisor Representative and Life Specialist at The Kelly Capital Partners. He focuses his time on creating holistic financial plans centered on the idea of a defensive foundation. Josef also assists with presentation planning and heading up the Life Insurance department with Patrick Kelly, Jr. In the process of becoming a client, you will most likely meet Josef in a meeting as an associate of Russ. Josef started his career at Northwestern Mutual Financial Network, where he was trained in all areas of insurance planning. He currently holds the State of Michigan Life Accident and Health Insurance License and holds The Series 65 License. Josef is a graduate of the University of Michigan, where he majored in Economics.
Josef lives in Royal Oak, MI. He is an avid sports fan, and he enjoys his favorite teams: U of M Wolverines, Detroit Tigers and the Pittsburgh Steelers. He is also a dedicated golfer and enjoys spending his weekends playing with friends and family.
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at info@Kellycapitalpartners.com or call us at 248-262-7217 today!
By contacting us, you may be offered information regarding the purchase of insurance and investment products.