Pat Kelley

Vice President, Secretary

As the Vice President of Strategic Planning and Investment, Pat leads the firm’s strategic vision to ensure high levels of effectiveness for our clients. As a Registered Representative, Pat works closely with clients to develop financial plans that reflect their vision of financial success. He brings over four decades of experience to the firm, with a previous tenure at The America Group. Pat’s passion for wealth management is driven by his desire to see people succeed and live happy lives. He is proud of the work he is doing to support his clients and the firm’s effort to change the way people look at wealth management.

Pat approaches every client meeting with the same thought in mind, “How can I make them smile today?”. This mindset drives his philosophy, which is built on three core principles that are at the forefront of every conversation, decision, or action: Compassion, Active Listening, and Consistency. His top priority is ensuring that every person he meets knows that he truly cares about their futures. Pat believes that active listening is essential to creating a safe and respectful environment. He puts these principles into action by treating each client as an individual and structuring their financial roadmap based on the individual’s needs, goals, and desires.

Pat began his career at The America Group and has spent over 38 years devoted to helping his clients achieve their financial goals. He approaches personal and professional conversations the same way, leading with kindness and compassion. Pat believes he can inspire others to do the same. His personal philosophy and experience helped shape the culture at Strategic Planning and Investment, every client and advisor knows they will be treated with care, kindness, and respect. Pat’s hope is that Strategic Planning and Investment can become a guiding force in the financial industry, putting people before portfolios.

Pat resides in St. Peters, MO, with his wife, Liz. Together, they enjoy golfing and exploring local restaurants with friends and family. He is an active member of the community, serving as the Vice President for the local chapter of the Ancient Order of the Hibernians. He participates in multiple charity events throughout the year such as No Hunger Holidays and Oasis International. Pat considers his greatest accomplishment to be building two successful businesses and leaving a legacy that his family can be proud of.