Patrick Kelly | Financial Advisor

Patrick was born and raised in Des Moines, Iowa. He graduated from Portsmouth Abbey High School and earned a degree in history from the College of the Holy Cross. Patrick holds both the Series 7 and 66 licenses.

After graduating from college, Patrick worked in New York City as a technical recruiter before returning to Des Moines. Once home, he worked in finance and professional sports. He helped start the Iowa Energy, an NBA Development League franchise. He spent 10 years as the Vice President and Director of Sales for the Iowa Energy before selling the team to the Minnesota Timberwolves.

Helping people achieve their long-term financial goals is what attracted Patrick to his work as a financial advisor. Value investing and the compounding of returns over time are the guiding principles of his investment philosophy.

In his free time, Patrick enjoys traveling and being outdoors. He’s an active golfer, biker and reader. He is a past member of the Des Moines Metro Opera board and a long-time contributor to youth services through the United Way of Central Iowa and Urban Dreams.