Our Team

Meet the professionals who can help you
Pursue Your Goals.

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

At Kelly Capital Partners we have created a 3 Step Approach – Discover, Strategize and Execute – to help ensure the Kelly Capital Roadmap we design for our clients will meet their retirement needs and goals.

At our firm, we have the client—and only the client—in mind.

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!

Josef Waltenbaugh

Joe Waltenbaugh

Investment Advisor Representative

Sean Kelly

Sean Kelly

Case Design Representative

Jo Ann Schofding

Jo Ann Schofding

Director of Marketing

Brandy Simon

Brandy Simon

Client Operations Manager

Susan Bernardi

Susan Bernardi

Business Operations Manager

READY TO TAKE

The Next Step?

For more information about our products and services schedule a meeting or register to attend a  workshop.

Or give us a call at 248-262-7217