With experience in client relations and planning, Sean brings a complimentary expertise to the team at Kelly Capital. He is motivated and passionate about making a difference in the everyday aspects of people’s lives.
As an Investment Advisor Representative, Sean is instrumental in developing financial strategies that focus on each client’s objectives and needs. Sean designs plans to be dynamic in consideration of each client’s evolving circumstances, while staying the course toward meeting their long-term goals.
Sean has completed his Series 65 examination and is a registered Investment Advisor Representative. Sean is a graduate of Michigan State University. In his free time, he enjoys working on home improvement projects and spending time with family.