KELLY WEALTH MANAGEMENT - Key Persons
Job Titles:
- Client Operations Manager
- the Client Operations Manager
Brandy Simon is the Client Operations Manager and brings extensive client experience in both hospitality and health care to her work ensuring the Kelly Capital Partners client experience is a positive one.
As the Client Operations Manager, Brandy's main responsibility is to ensure clients satisfaction through transparent communication, customer service and follow through. Brandy serves as the primary point of contact for clients in the application process and will also provide maintenance assistance for those clients with current accounts.
Brandy has her BS in Community Development from Central Michigan University. She is an avid cook and loves to experience newly discovered restaurants in and around Detroit. When not out and about, Brandy loves to spend time with family and friends.
Job Titles:
- 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 Insurance License. She is the co-host of Kelly Capital "Retirement Talk" radio show on WMUZ, the author of Rerouting to Retirement, and featured on ABC and NBC's "Financial Forecast" series. 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!
As the Director of Marketing, Jo Ann has more than 30 years of marketing and customer service experience. She is responsible for organizing and executing all outreach programs, speaking engagements and client functions. Jo Ann continues to enhance marketing efforts through social media and a variety of other channels. She strives to create a positive client experience.
Jo Ann and her husband, Scott, have three grown children, all graduates of Michigan State University. She, too, is a graduate of Michigan State University with a BA in Communications. Jo Ann is an avid gardener and a collegiate sports enthusiast, especially for her beloved MSU Spartans.
Job Titles:
- Investment Advisor
- Representative
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.
Job Titles:
- Case Design Representative
With experience in client relations and financial services, Kelsey brings complimentary expertise to the team at Kelly Capital Partners. She is motivated and passionate about making a difference in the everyday aspects of people's lives.
As a Case Design Representative, Kelsey is instrumental in supporting our clients and our advisors. She assists clients with their financial needs. Kelsey works with our advisors to ensure the best financial plan is developed to meet each client's retirement goals.
Kelsey is a graduate of Michigan State University. In her free time, she enjoys traveling, going to Red Wings games, and spending time with family and friends.
Patty and her husband, Rob, have three grown children in college. She enjoys continuing to support them as well as cooking, playing golf and traveling.
Job Titles:
- Investment Advisor
- Representative
With experience in client relations and planning, Sean brings a complimentary expertise to the team at Kelly Capital Partners. 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 achieved a Series 65 registration and holds the Michigan Life and Health Insurance License. He is the co-host of Kelly Capital "Retirement Talk" radio show on WMUZ and featured on ABC and NBC's "Financial Forecast" series. Sean is a graduate of Michigan State University. In his free time, he enjoys working on home improvement projects and spending time with family. Sean and his new wife Mary have just gotten a new puppy named Kody.
Job Titles:
- Business Operations Manager
As the Business Operations Manager, Susan's brings over 30 years of business operations and client services experience to Kelly Capital Partners. Susan's primary responsibility is to maintain the integrity of the database by ensuring all client information is accurate. She is the primary contact for all prospective clients and ensures the highest quality experience.
Susan and her husband, John have two adult children. Their daughter lives in Nevada and their son lives in Michigan. Susan has her BA in Marketing from Eastern Michigan University. Susan's favorite pass time is outdoor activities, such as biking, walking and gardening and enjoying her beautiful chocolate lab Bella.