Our Team
Daniel M. Kelly
President
Dan started D.M. Kelly & Company in 1995. Today, the firm continues to expand its operations and increase the number of financial services and products available to its customers.
David P. Lorbiecki
Executive Vice President
David serves D.M. Kelly & Company’s institutional clients and manages trusts, individual and retirement accounts. He joined the firm in 1995.
Kathleen C. Halliwell
Chief Compliance Officer
Kathleen is experienced in portfolio management, fixed income trading, sales and compliance, encompassing a 35-year capital markets career. She joined D.M. Kelly & Company in 2000 and holds the Series 7, 63, 24, 14, 9, 10, 52, 53, 57, 79, and 99 licenses.
Kevin Shires
CFO, Director of Advisory Services
Kevin uses his portfolio design and investment research experience to help individual investors, institutions and nonprofits achieve their financial goals. He joined D.M. Kelly & Company in 2012.
David C. Haas
Financial Advisor
David joined D.M. Kelly & Company in 2008 and helped develop a more expansive corporate bond trading operation. He provides guidance on a full range of investments, including stocks, mutual funds and fixed income.
Chris McPhail
Vice President, Financial Advisor
Chris is committed to the highest level of investment service through customized, comprehensive financial solutions for businesses, business professionals, individuals and families. He began his financial advisory career at D.M. Kelly & Company in 2007.
Patrick Kelly
Financial Advisor
Patrick is dedicated to helping people achieve their long-term financial goals. Value investing and the compounding of returns over time are the guiding principles of his investment philosophy. He holds the Series 7 and 66 licenses.
Arnie Ripperger
Vice President of Institutional Sales, Financial Professional
Arnie enjoys sharing about the excellent products that are unique to D.M. Kelly & Company. He is also a licensed municipal securities principal.
Harriet C. Hubbell
Wealth Management Specialist
Harriet joined D.M. Kelly & Company in the fall of 2021. She is a Wealth Management Specialist and holds the SIE, Series 7 and Series 66 Licenses.
Shawna K. Larsh
Operations Specialist
Shawna brings expertise in practice management, succession and acquisition, and client service to her role at D.M. Kelly & Company. She holds the Series 7, 66, and 24 licenses.
Willis D. Gaer
Associate Financial Advisor
Willis joined the D.M. Kelly & Company team in the fall of 2022 as an Associate Financial Advisor. He holds the SIE, Series 7, and Series 66 licenses.
Holly Ellsworth
Operations Specialist
Holly brings more than 30 years of brokerage and investment experience to D.M. Kelly & Company. She holds the Series 63, 24, and 7 licenses, along with an Iowa insurance license.
Alaura Gambrall
Data and Operations Specialist
Alaura joined D.M. Kelly & Company in the summer of 2024 and brings several years of experience to her role at D.M. Kelly & Company.