Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Janie Kelly
Investment Advisor Representative & Managing Partner
Janie Kelly RICP®, is an Investment Advisor Representative and Managing Partner of Kelly Capital Partners. She serves clients through detailed financial planning, disciplined investments, 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 achieved the Retirement Income Certified Professional designation, Series 65 registration, and holds a Michigan life and health insurance license. She is the host of Kelly Capital Retirement Talk radio show on WMUZ and the author of Rerouting to Retirement. Janie 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. Janie and Pat's first two grandchildren are girls!
Sean Kelly
Investment Advisor Representative
Joe Waltenbaugh
Investment Advisor Representative
Patricia Vincent
Controller
Jo Ann Schofding
Director of Marketing
Brandy Simon
Client Operations Manager
Susan Bernardi
Business Operations Manager
Kelsey Gallett
Case Design Representative