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Kelly Capital Partners PROTECTS YOUR RETIREMENT INCOME

At Kelly Capital Partners, our sole focus is YOU.

Kelly Capital Partners Team

Kelly Capital Partners is a multi-disciplined team of professionals – experienced in all aspects of planning and strategy, and dedicated to the preservation of retirement assets.

Janie Kelly | Managing Partner

Janie Kelly RICP®, is Managing Partner of Kelly Capital Partners. She serves clients through detailed financial planning, disciplined investment and insurance strategies and proactive personal service. Her focus is to help retirees attain confidence in their financial future through a well-designed plan they can rely on throughout their retirement years.

Janie has her Retirement Income Certified Professional designation, along with her Michigan life and health insurance license. She is a graduate of Michigan State University.

Janie and her husband, Pat, are the proud parents of four boys. Two of their sons are Michigan State graduates, one is a West Point USMA graduate and the other is in college


Patrick Kelly | Investment Advisor Representative

Patrick

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.

View Patrick Kelly's ADV - Part 2B


Josef Waltenbaugh | Investment Advisor Representative

Josef

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.

View Josef Waltenbaugh's ADV - Part 2B


Alan Turi | Director of Business Developement

Alan

Alan Turi is the Director of Business Development for Kelly Capital Partners. Alan brings prior financial and insurance experience from his time working at the Edward Jones headquarters in Tempe, Arizona. While with Edward Jones, Alan attained his Series 7 and Series 66 licenses, as well as his State of Arizona Life, Accident, Health Insurance License.

As Director of Business Development, Alan’s first priority is to deliver exceptional customer service to our clients. He serves as the primary point of contact for clients in the application process and will also provide maintenance assistance for those clients with current accounts. Alan strives to make the process as smooth as possible with frequent, transparent communication ensuring the workload is handled by Kelly Capital Partners Financial.

Alan is a graduate of Central Michigan University for his undergraduate studies, and a graduate of Oakland University where he received his Masters of Public Administration. During his time at Oakland University, Alan interned at the Macomb County Community Services Agency assisting with programs for those in need. When not with his family and friends watching or participating in a sporting event, Alan can be found playing fetch with his canine companion, Taz.


Jim Mammano | Director of Marketing

Jim

Jim Mammano is the Director of Marketing. Jim is responsible for all marketing and public relations activities, as well as client appreciation events, educational events, referral events and workshops. Jim works closely with our media contacts and also is in charge of developing and maintaining all of our marketing materials, website, social media, sponsorships and advertising. Jim is always looking for opportunities to grow awareness of our firm in the marketplace among our clients and the community at large. Jim graduated from Central Michigan University with a degree in Marketing and Integrated Public Relations.

Jim is newly engaged and his favorite thing to do is go fishing in the St. Clair Flats and spend time with his dog.


Jo Ann Schofding | Director of Client Services

Jim

As Director of Client Services at Kelly Capital Financial, Jo Ann will be the first to greet you in our office. She brings years of client and customer service experience to Kelly Capital Partners. Jo Ann strives to make sure all clients have a positive experience when they visit. Her main responsibilities include coordinating client correspondence, maintaining client information, and responding to client request. Jo Ann performs the day-to-day operations of our firm and is continually looking to improve our processes. She provides assistance to the rest of the team with the completion of various projects.

Jo Ann and her husband Scott have three grown children all graduates from Michigan State University. Jo Ann is also a graduate from Michigan State University with a degree in Communications Arts and Sciences. She is an avid gardener and a collegiate sports enthusiast, especially for the MSU Spartans.

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.

 

Free Retirement Kit

Enter your email below to request this Kit including three separate guides that address several retirement topics.

Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Advisor

*Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

The Your Retirement Planning Checklist Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.

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