Michael Kelleher brings more than three decades of investment experience in the financial services industry to his clients, and is known for his investment insight, disciplined approach, and professionalism. He works closely with his team to create individualized investment plans that help clients grow, preserve, and distribute wealth in the most tax-efficient way*.

Before founding CHK Wealth Management, Michael spent 16 years with Wells Fargo Advisors, where he was designated a Portfolio Investment Management – Portfolio Manager. Earlier in his career, Michael was a member of the President’s Council at Legg Mason Wood Walker. Michael holds Series 7, 63, and 65 securities registrations. He earned a Bachelor of Science from Providence College and studied abroad at the University of Fribourg in Switzerland.

Outside the office, Michael has been deeply involved in his community. He recently served three terms on the Board of Trustees at St. John’s High School in Shrewsbury, Massachusetts. Michael also served two terms on the Board of Governors at Worcester Country Club in 2021, where he was elected president from 2021-2023. He also held roles on the executive committee of the Worcester Economic Club and the development committee for Greater Worcester Habitat for Humanity.

Michael lives in Shrewsbury with his wife, Martha, and they have two daughters, Madeline and Margaux. In his free time, he enjoys golfing and traveling with family and friends.

_{*Wells Fargo Advisors Financial Network is not a legal or tax advisor.}

Patrick Holland has more than 30 years of experience in the financial services industry, with a focus on asset allocation strategies and money manager selection. He is a Registered Investment Advisor and is a part of the Wells Fargo Advisors Private Investment Management (PIM®) program, managing client portfolios with discretionary authority.

He holds the Certified Investment Management Analyst℠ (CIMA®) designation from the Wharton School of Business and was named to the President’s Council at Legg Mason. Patrick earned his B.S. in Business Administration from Nichols College in Dudley, Massachusetts.

Patrick lives in Shrewsbury with his wife, Lynda, where they raised their three children—Patrick Jr., Ryan, and Chloe. Over the years, he’s volunteered with several local organizations, including St. John’s High School and Nichols College. Outside of work, he enjoys spending time outdoors and staying active.

_{The PIM program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the advisory disclosure documents for a full description of our services. The minimum account size for this program is $50,000.}

Peter Caruso, CFP®, has spent more than three decades helping individuals, families, and business owners plan for what’s next—whether that means preserving wealth, building a legacy, or navigating life’s inevitable changes. As a managing partner and co-founder of CHK Wealth Management, Peter works directly with clients and helps lead the day-to-day operations of the firm. He focuses on building long-term plans, keeping things on track, and making sure clients get the follow-through they deserve.

His philosophy is simple: your word is everything. It’s a principle that has shaped his work with clients and driven him to build a firm where long-term relationships come first. Prior to CHK, Peter was a managing director at Wells Fargo Advisors. He earned his B.S. in Business Management from Nichols College and holds Series 7, 63, and 65 securities registrations.

Peter is active in the local community, serving on the Board of Advisors for Nichols College and as an honorary board member of the American Red Cross of Massachusetts. He’s also been involved with the Worcester Economic Club, Nichols Institute for Women’s Leadership, and several regional organizations supporting education, entrepreneurship, and philanthropy.

Outside the office, Peter enjoys pickleball, hiking, golf, yoga, and winemaking—a hobby he’s pursued for over 30 years. He lives in West Boylston with his wife, Lilly, and they have two adult children, Stephen and Ava. Whether in the office or at home, Peter values consistency, accountability, and showing up for the people who count on him.