Getting to Know

Mike Kelly

PRESIDENT | cHIEF EXECUTIVE OFFICER

Phone: (410) 349-3806

Fax: (410) 349-3807

E-mail: mkelly@getkfa.com

Mike Kelly is the President and CEO of Kelly Insurance & Investments, Inc. | Financial Advisors, LLC, based in Annapolis, Maryland. He founded the firm on St. Patrick’s Day in 1999 after returning home to raise his family. A graduate of Salisbury University with a Bachelor’s Degree in Business Administration, Mike began his professional career in Los Angeles as an actor before transitioning into financial services, where he became licensed with National Life of Vermont.

In addition to his daily responsibilities at the Kelly Companies, Mike serves as President and Chairman of the firm’s Ownership Board, where he focuses on long-term strategy, governance, and continuity planning. He has played a central role in positioning the firm for a successful transition to the second generation, building an enduring business designed to serve clients and families for decades to come.

In 2016, Mike became a founding partner of Continuum Advisory, a national Registered Investment Advisor with over $3 billion in assets under management. This strategic partnership significantly enhanced the firm’s scale and capabilities, providing access to institutional-quality investment platforms, advanced portfolio construction, and expanded due diligence resources. As a result, clients benefit from a more sophisticated, institutional approach while maintaining the personalized service of an independent firm.

For more than 25 years, Mike has focused on advising companies on employee benefits and retirement plan strategies. He is nationally recognized for his expertise in qualified retirement plans and has spoken across the country on plan design, fiduciary best practices, and participant outcomes. His approach emphasizes simplicity, efficiency, and personalized financial guidance, ensuring plans are both well-structured and impactful for each employee.

In addition to his corporate work, Mike advises affluent and emerging affluent individuals and families, helping them develop and implement long-term strategies aligned with their financial and life goals. He is known for keeping clients focused on the long-term, particularly through changing market and regulatory environments.

Mike and his wife, Tina, reside in Annapolis, Maryland. He is proud to work alongside his children—Mike Jr., McKenna, Andrew, and Amanda—at the firm. As a father of five, he brings the same energy and commitment to his family life as he does to his clients, continually staying ahead of industry changes to provide clear, informed guidance.

Mike Kelly, Jr. CFP®, CPWA®

EVP| CHIEF OPERATING OFFICER

Phone: (410) 349-3806

Fax: (410) 349-3807

E-mail: mkellyjr@getkbi.com

Mike Kelly Jr. is a Partner and Chief Operating Officer of the Kelly Companies, where he leads firmwide strategy, growth, and execution across the firm’s four core divisions: Benefits, Private Wealth, Risk Management, and Retirement Plan Services. He also serves as Vice President of the ownership board, overseeing the executive team and driving long-term corporate initiatives.

Mike leads the firm’s Private Wealth Management client program, serving high-net-worth individuals and families with $5 million+ in net worth. In this role, he delivers advanced, multidisciplinary planning strategies with a focus on tax optimization, estate and wealth transfer, charitable giving, executive compensation, and business succession and liquidity planning.

Within the Benefits division, Mike has led the firm’s shift toward more innovative and cost-efficient strategies for mid-to-large employers, pioneering the use of self-funded health plans and alternative risk structures for organizations with 50+ enrolled employees.

He also spearheaded the re-launch of Kelly Risk Management in 2024 (originally founded in 2015) establishing a full-service property and casualty platform serving both corporate and individual clients. 

In addition, Mike is actively involved in the growth of Continuum Advisory, LLC, the firm’s independent Registered Investment Advisory platform based in Eagle, Idaho, which supports a nationwide network of advisors and oversees more than $3 billion in assets.

Mike began his career at Principal Financial Group in Newport Beach, California, before returning to Annapolis to join the family business and expand its capabilities across wealth management, benefits consulting, risk advisory, and retirement plan services, including defined contribution and defined benefit plans. Today, Mike is proud to work alongside three of his brothers and sisters!

He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional in conjunction with New York University and holds the Certified Private Wealth Advisor® (CPWA®) designation, completed in 2026 in conjunction with the University of Chicago Booth School of Business. He also holds Series 7, 24, and 66 licenses.

Mike earned his undergraduate degree in Finance and Risk Management & Insurance from the University of South Carolina Darla Moore School of Business, graduating Cum Laude.

Patrick Harvey

SVP | CHIEF FINANCIAL OFFICER

Phone: (410) 349-3806

Fax: (410) 349-3807

E-mail: pharvey@getkbi.com

Patrick Harvey joined Kelly Insurance & Investments, Inc. | Financial Advisors, LLC in October of 2002. He is a graduate of Loyola College with a B.A. in Business Administration and passed the CPA exam in May of 1993. Patrick oversees the daily operations of all three companies as our CFO/COO.

Mr. Harvey also oversees the administration and service side of the health and life insurance business. He is responsible for the formulation and preparation of proposals for health and life insurance. At Kelly Insurance & Investments, Inc, his daily activities include interacting with the carriers and helping solve client issues. 

Zachary Furshman

vice president of operations

Phone: (410) 349-3806

Fax: (410) 349-3807

E-mail: zfurshman@getkfa.com

Zachary Furshman joined Kelly Insurance & Investments | Kelly Financial Advisors in March of 2021. He brings over 15 years of experience in client service and financial operations with T. Rowe Price, Bank of New York Mellon, and Morgan Stanley.

At Kelly Insurance & Investments, Zachary is responsible for supporting and overseeing a broad range of business areas, including wealth management, employer-sponsored retirement plans, and property & casualty insurance. His role includes case preparation and design, client onboarding, and maintaining key databases and systems. Zachary works closely with clients and team members to ensure efficient operations and a consistently high level of service across the firm.

Zachary is a graduate of Gettysburg College with a B.A. in Management and a minor in Economics. He holds the Series 65 and Series 99 licenses and is also licensed in property and casualty insurance.

Zachary lives in Baltimore with his wife, Katie, and their daughter, Evelyn.

Andy Kelly

Vice president of strategy

phone: (410) 349-3806

fax: (410)-349-3807

E-mail: akelly@getkbi.com

Andy graduated from the University of Maryland, College Park with a Bachelor of Arts in Economics in the spring of 2020. During his time in school, he interned for four years at Kelly Financial Advisors in Annapolis, Maryland, gaining early exposure to comprehensive financial planning and client service.

Following graduation, Andy joined Wealth Management Associates in Eagle, Idaho, where he spent over a year developing his technical expertise and deepening his understanding of investment management and financial planning strategies. He later returned to Kelly Insurance & Investments, bringing with him valuable experience and a broadened perspective to better serve clients.

Andy joined the firm full-time in September 2021 and has continued to take on increasing responsibility within the organization. He is now a CERTIFIED FINANCIAL PLANNER™ professional and leads the firm’s financial planning process, overseeing the development and implementation of strategies designed to help clients achieve retirement and sustain long-term financial success.

In 2026, Andy became a Partner of the firm and serves as Secretary of the Ownership Board, where he plays a key role in firm governance and long-term strategic direction. He also serves as Vice President of Strategy, leading the firm’s sales and growth initiatives and helping drive continued expansion of the business.

Kristen Gukanovich

Benefit Services Director

Phone: (410) 349-3806

Fax: (410) 349-3807

E-mail: kgukanovich@getkbi.com

Kristen Gukanovich, a lifelong Annapolis resident, joined the Kelly Team in May of 2018. She is a graduate of Towson University with a Bachelor's Degree in Communication Studies. Kristen also currently holds a Property and Casualty Insurance license, as well as a license in Health and Life Insurance. 

Prior to joining the Kelly team, Kristen worked at a commercial insurance agency for two years and has many years of customer service, including over 14 years in the restaurant industry. As a Benefit Services Manage, Mrs. Gukanovich is responsible for helping corporate executives run efficient employee benefit programs for Kelly Insurance & Investments, Inc.

David Read

Retirement Services Director

Phone: (410) 627-2352

E-mail: dread@getkfa.com

David came to Kelly Financial Advisors to lead our Corporate Retirement Plans team in September 2018. He brings in-depth knowledge of plan design, administration, and regulatory compliance from almost 30 years of experience at Transamerica Retirement Solutions and ADP Retirement Services. He is responsible for delivering superior service to all our retirement plans and is the main point of contact at Kelly for their Trustees, CFOs, and HR Directors. 

As Retirement Services Director he helps to promote plan growth and administrative efficiency by bridging the corporation to both their recordkeeper and administrator. He is licensed for series 6 and 63 with Triad Advisors.

David’s core professional belief is best expressed by the prime directive of the ERISA Fiduciary mandate, that retirement plans be operated “fully in the interest of the plan participants with the single purpose of providing benefits with only reasonable and necessary expenses.”

David is a graduate of Cornell University and lives in Towson with his wife Dina, children Eliza and Quinlan, and 3 dogs Xiao, Molly, and Gus.

Tracy Ireland

senior account execuTIVE - risk

Phone: (410) 349-3806

Fax: (410) 349-3807

E-mail: tireland@getkfa.com

Tracy joined Kelly Risk Management, LLC in January of 2015 with over 10 years of experience in commercial and personal lines insurance. She is a licensed insurance agent and is working toward the Certified Insurance Service Representative designation. She is also a Notary for the State of Maryland. Ms. Ireland has many years of customer service including 13 years with United Airlines as a domestic and international flight attendant.

While Tracy is the Commercial and Personal Lines Supervisor, we like to consider her our utility player. She's the type of person who shows up with a plan and a few minutes later she's asked to do something else. She also is very involved in assisting our corporate and individual clients with any of their needs.

Bryan Wasserman

Senior sales executive

Phone: (410) 917-2406

Fax: (410) 349-3807

E-mail: bwasserman@getkfa.com

Bryan Wasserman joined the Kelly Companies in May of 2019. In his roles as a Financial Advisor as well as Benefits Consultant, his primary focus is ensuring his clients receive the best service, strategies and resources to achieve their financial goals. 

A graduate of Towson University, Bryan earned his degree in business management. Furthermore, he holds his Series 6, 63 and 65 licenses. 

Bryan lives in Severna Park with his wife, Stephanie, and three children.