Meet the professionals who can help you

Pursue Your Goals


We help individuals and families pursue their ideal retirements.

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.

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 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.

Also, Janie has her Retirement Income Certified Professional designation, along with her 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.

SHAWN MUELLER

SHAWN MUELLER

Investment Advisor Representative

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JOSEF WALTENBAUGH

JOSEF WALTENBAUGH

Investment Advisor Representative

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PATRICIA VINCENT*

PATRICIA VINCENT*

Controller

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JO ANN SCHOFDING

JO ANN SCHOFDING

Marketing Director

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*Not affiliated with JW Cole Advisors, Inc.

BRANDY SIMON

BRANDY SIMON

Client Operations Manager

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SUSAN BERNARDI

SUSAN BERNARDI

Business Operations Manager

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R E A D Y   T O   T A K E

The Next Step?


For more information about any of the products and services listed above, schedule a meeting today or register to attend a seminar.

Schedule a Meeting ➔         Register For A Seminar ➔


 Or give us a call at 248-262-7217