Our Team

I was born and raised in Roslindale (Rozzy), MA and currently live in Walpole with my wife Mary and our two children Daniel (15) and Caroline (12).  These two keep me busy year round with their hectic activity schedules and an envious social life.  Danny and I share a number of common interests, especially when it comes to sports.  I think this is why I have been drawn to coaching and spending as much time with him as I can.  My neighbors always joke how coaching his sports teams is like a second career for me.  In fact, a number of them just call me “coach”.  I have dabbled as an assistant coach for soccer, flag football, and baseball over the past few years.  Caroline, on the other hand, spends a great deal of her time in gymnastics, soccer, and her new passion: Irish Step Dance.  Unfortunately, I don’t think Caroline will want any coaching from me when it comes to dancing.  As a family, I would have to say spending our summers in West Hyannisport and Craigville Beach are something we look forward to every year.  It gives us a chance to spend time with family from out of state and take advantage of my in-laws boat for tubing, knee-boarding, and fishing.  There might be a stop or two at the penny candy store or 4 Seas Ice Cream where we like to indulge a bit.

My passion has always been on the basketball court.  I grew up with two older brothers and they never took it easy on me.  I think it taught me that I will need to fight for something if I wanted it bad enough.  I was the captain of my team at Holy Name and was a big contributor to our State and New England Championship run back in 1998.  This was the last tournament I played in before graduating high school and I thought that it was a great way to end my career as I was not planning on playing in college.  I moved on to Boston University, which is a Division 1 school, and I just wanted to be a part of the program so I was able to join up as a team manager.  During my sophomore year, I earned a spot on the team as a walk on.  I will never forget how this unfolded because I showed up for a 6am practice on a Wednesday and the head coach of BU explained, unbeknownst to me, how he had spoken to my coaches at Catholic Memorial.  He told me that he wanted to give me a tryout, but was doing his due diligence to see what type of player and person I was.  The next thing you know, I was back at the gym after classes and a member of the team later that evening.  This was one of the greatest experiences of my life as I played on the same court as guys that made the NBA and have been able to share these stories with my children.  I always leave out the part where the first time I got the ball, I turned it over.  For those of you that know the movie “Rudy”, I guess you could say it turned out in a similar way for me.  I still play basketball every Tuesday night at Holy Name in West Roxbury (where it all started) and am now the head coach for both Danny and Caroline’s teams.

The Kelley family got a little bigger in 2015 when we brought Bentley, our Puggle, into the fold.  He is such an amazing member of the family and the kids simply adore him.  Unfortunately, they love dogs so much that they keep pressuring me to get another one.  I am sure they will win that battle someday, but for now Bentley will have to do.  Not many people are familiar with Puggles as they are a mix of a Pug and a Beagle.  He has a cute wrinkly face, curly tail, and loves to cuddle.  In fact, he sleeps under the covers with Caroline and rests right up against her legs.  My neighbors must love when he is outside on the runner and you can hear that distinct howl that almost sounds like he is being tortured.  As you can imagine he is a big fan of other dogs walking by, the mailman, and any other visitors.

I graduated from Boston University with a BS in Business Administration.  My concentration at that time was in finance.  I was always fascinated with numbers even as a child and for a time thought I would end up as an accountant.  Ultimately, a family friend and future mentor led me to a career in financial planning with American Express.  It didn’t take long for me to get hooked as I saw the immediate impact a financial planner could have in one’s life.  It was incredible to witness how one meeting could literally change a person or family’s life and set them on a path for financial success.  In fact, I felt so strongly about this impact that I wanted to cast a wider net and received additional training on the management side of the business.  In 2005, I was promoted to Field Vice President in Portsmouth New Hampshire and was running a staff with over 40 financial advisors and 3 Field Managers.  In the long run it was very important for Mary and I to start a family and raise our future children in the Boston area.  As a result, I moved on from my position in management and joined Commonwealth Financial Network in 2008 so that I could continue my passion of helping others realize their dreams.  In 2010, I had obtained my CERTIFIED FINANCIAL PLANNER^™ certification so that I could better understand every aspect and situation a family or business owner might encounter tax and estate wise. 

Now you know a little bit about me and my family.  I look forward to learning more about you and your interests, family, and goals for the future.