With over 30 years of experience in the industry, Kelly advises his valued clients about how they may accomplish more of those things that are most important to them, their families, and their businesses.
Kelly founded Virtus Capital Partners in Byron, IL in 2013 in association with Raymond James Financial Services, a practice focused on wealth management and financial planning services. Prior to that, Kelly served as a trusted Advisor at Smith Barney/Morgan Stanley in the Rockford area for nearly a decade.
In the fall of 2018, Kelly entered into a strategic succession agreement with Steve Doepke to acquire the majority of Kelly’s practice assets. This agreement continues today for the benefit of all concerned.
Today Kelly operates his practice from Holland, MI, where he continues to advise a select group of retained VCP relationships, with his wife Velvet, as together they pursue a “work-optional” lifestyle.