It was a quest for financial advice that led Katrina (Trina) to Pat. “I needed some financial advice with my savings and Pat was referred to me by a colleague. We officially met at Gordon Biersch restaurant in San Francisco,” says Trina.
The couple started out as friends that shared a love of soccer. They played on a team together and eventually started dating. “We got engaged in Tuscany in 2002 at a converted castle. We were married October 25th, 2003 at the Presidio in San Francisco. The day was one of the hottest days in history, topping well over 100 degrees. It was a great wedding with a live band playing all types of music from Van Halen, U2 to traditional wedding classics and an open bar,” shares Trina.
Both raised in San Jose, the couple decided to call San Francisco home and after getting married, they lived in a beautiful Painted Lady house in SF. After grueling commutes to the East Bay for work, they decided it made more sense to live on this side of the bay. “We bought our first house on the west side of Alamo on the trail. That was where our oldest daughter, Maddie, was born. After having grown our family, we realized our Alamo house wasn’t an ideal set up for kids, and that led us to Blackhawk. We toured many homes and fell in love with our current home. The house has an incredible backyard with a pool, a playhouse for the kids, room for a swing set and trampoline and wine grapes. We were sold,” says Pat.
Pat attended Lynbrook High School in San Jose and Chico State University. Trina attended Saint Francis High School in Mountain View and the University of Arizona. They both found themselves back in the Bay Area to launch their careers.
From the start of his career, Pat has had the goal of helping individuals, families and businesses optimize their wealth. After spending more than 25 years as a financial advisor, he recently started his own financial advising company called PEAK360 Wealth Management. The company started three years ago with two employees and has since grown to a firm with 15 partners, advisors and staff. “I love helping my clients, and working with my great team of advisors and staff. Each day is an adventure,” says Pat. Trina worked as a buyer/planner for Mervyn’s Corporate. She stayed with them until they were sold and has stayed home with the kids since then.
The Kelley family has always had a love of soccer. “Pat and I have both played soccer all our lives. We still play indoor and outdoor soccer on adult leagues. We have traveled and played in many tournaments all over the West Coast. Not only that, but we have met many great families and friends through our love of soccer. Our kids have grown up with other kids at the fields and to this day remain close friends,” says Trina. All three of the Kelley children have played soccer for Mustang Soccer League. Trina has coached for more than nine years, and Macy recently has worked as a referee. Their daughters, Madeline and Macy have both played softball as well, and Madeline has also taken up club volleyball. Both Will and Macy are on the Blackhawk HOX Swim Team.
Giving back to the community and lending a hand where ever they can is important to Trina and Pat. Pat was on the board and president of the Tassajara Hills Elementary School Foundation for many years. Trina has organized and overseen the school’s auction fundraiser for three years, along with many other events. “Recently, I have been involved with the Crayon Initiative in helping with the melting process of making crayons. Both girls and I are members of the Vista Oak Chapter of the National Charity League. The girls love volunteering for TVAR and Crayon Initiative, where I love working with charities focused on food security,” says Trina.
To say the family keeps busy is an understatement. When they do get downtime, they love getting away to their home in Lake Tahoe. “We got a lot of use out of our Tahoe home during the pandemic. It gave us the chance to get outside and hike and bike ride after remote school and work were completed. We recently bought land in Kiawah Island, South Carolina to build a vacation home there. We love to ride bikes, golf and go to the beach,” says Trina. The family has been able to take advantage of some amazing travel opportunities through Pat’s work also. “Some of our top trips include South Africa and Safari, a cruise through Greece and Turkey, along with Portugal, England, and Italy. When the kids were younger we were able to take them to many of the domestic locations including Hawaii, Miami, San Diego, Palm Springs and local locations such as San Francisco,” adds Trina.
Other hobbies the Kelley family enjoys include golf, skiing, hiking, swimming and generally getting outdoors. They also enjoy rooting for any of the Bay Area pro sports teams. Pat is a big sports fan. He is a season ticket holder for the 49ers and a passionate Giants fan. “We got to attend a game earlier this year, and it felt great to be at the ballpark after such a long break. I have been eagerly awaiting getting back to Levi’s Stadium to cheer on the 49ers,” says Pat.
For the past 10 years, Pat has also tried his hand at turning the Cabernet and Merlot vines at his home into wine. But, he’s quick to warn that he’s still mastering the craft — If you’re on his good side, he’ll give you a bottle; If you’ve done him wrong, though, he’ll give you two.
A Labradoodle named Ruby, and 3 cats named Baggins, Elsa and Anna complete the Kelley family. You may have seen Ruby out for her daily long walks in the community. She has made so many furry and two-legged friends during COVID. She is quite popular in the neighborhood.
After calling Blackhawk home for 15 years, the Kelley family says they are truly grateful to be able to raise their kids in this special place, “We have lovely neighbors that have watched our kids grow up. During the pandemic, we were out with our dog Ruby doing daily walks and everyone waves and recognizes us. We have met many great families through the school. You can often find us getting together for drinks at Thelma’s with friends or relaxing in our backyards hanging out. We have many great travel stories with our friends from this area also. The men have done two marathons, Buenos Aires and Venice along with countless backpacking and skiing trips. The Ladies prefer Cabo, Palm Springs, and Sonoma for their breaks. Another favorite part of our Blackhawk Experience is the holiday season. We love decorating for Halloween and especially Christmas. You can frequently find us working on the yard for several days stringing lights, adding blow ups and various other decorations for the Holiday season. We have so many neighbors stop and talk with us while we are working. We get a steady stream of cars stopping to take a look. We love to cruise the neighborhood to look at our neighbor’s light shows and decorations. It is truly a special time of year.”
Resident Feature is proudly sponsored by Tucker Associates Real Estate
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By Megan Scott, Resident since 2010