Josef Waltenbaugh, is an Investment Advisor Representative and Life Specialist at The Kelly Capital Partners. Josef focuses his time on creating holistic financial plans centered on the idea of a defensive foundation.
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 and health insurance license and has achieved his Series 65 registration.
Josef is a graduate of the University of Michigan, where he majored in Economics. Josef is an avid golfer and loves to try new courses across the country. He also enjoys entertaining family and friends in his Detroit home.