Patrick Kelly is an Investment Adviser Representative and life specialist at Kelly Capital Partners. Patrick works to help create mindful planning strategies for retirement assets.
On a day-to-day basis, Patrick dives into case preparation and focuses on providing clients with holistic retirement planning. He enjoys showing clients how structured recommendations to their existing strategies have the power to help create an impact on their own — as well as and their families’ — wellbeing.
Previously, Patrick spent time at the Northwestern Mutual Financial Network as a financial representative. He has achieved his Series 65 Registration and holds the Michigan life, accident and health insurance license. Patrick is a graduate of Michigan State University.
Patrick and his wife Alyssa both enjoy working out, traveling and spending time with family and friends.