Meet the professionals who can help you Pursue Your Goals


We help individuals and families pursue their ideal retirements.

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Meet The Team

The team behind Kelly Capital Partners is made up of financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

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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. Three of their sons are Michigan State graduates and one is a West Point USMA graduate.

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Patrick Kelly Investment Adviser Representative

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Josef WaltenbaughInvestment Adviser Representative

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Shawn MuellerInvestment Adviser Representative

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Patricia VincentController

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Jo Ann SchofdingDirector of Marketing

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Brandy Simon Business Operations Manager

Ready to Take The Next Step?

If you would like to get to know Kelly Capital Partners, please schedule a meeting or attend an event.

Or give us a call at 248-262-7217

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