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Mike Kelly graduated from Salisbury University with a Bachelor’s Degree in Business Administration in 1982. After spending 14 years as an actor in Los Angeles, he became licensed with National Life of Vermont. On St. Patrick’s Day 1999, Mike officially opened Kelly Insurance & Investments, Inc. | Financial Advisors, LLC in Annapolis, Maryland where he had returned to raise his family.
For almost 25 years, Mike has concentrated on helping companies navigate the different options available to them regarding their employee benefits and retirement planning needs. He has spoken across the country regarding qualified retirement plans and is highly regarded for his ability to make these plans seamless and easy to operate while focusing on plan design and financial advice to each employee on a one-on-one basis.
He works hard to keep his clients focused on the long-term in order to help them realize their financial goals. Furthermore, his clients are typically affluent or semi-affluent individuals and families who desire ongoing professional assistance in the creation and implementation of strategies to help them reach their life goals.
Mike just celebrated 33 years of marriage with his wife, Tina, and they reside in Annapolis, Maryland. Mike is proud to welcome his sons, Mike Jr. and Andrew, to the firm. Mike Jr. joined the business in 2015; while Andrew joined in 2021. As the father of three other children, there is never a dull moment and Mike continues to strive to stay on top of both regulatory changes and new product introduction to help his clients be clear about their options.
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.
In May of 2014, Mike Kelly Jr. graduated Cum Laude from the Darla Moore School of Business at the University of South Carolina with dual degrees in finance and risk management and insurance. Shortly after, he began his career in the External Sales Development Program (ESDP) at the Principal Financial Group in Newport Beach, California selling group benefits products.
After passing the Series 7 examination in Florida, Mr. Kelly moved back to Annapolis, Maryland and joined the sales team at Kelly Benefits, Financial Advisors & Risk Management full time. He also successfully passed the Series 24 and 66 licenses during 2015.
In August of 2016, Mike Jr. successfully completed a 9-month financial planning program through New York University (NYU) to earn a Certificate in Advanced Financial Planning. After completing the required courses, he passed the CFP® exam in March of 2018 and is a CERTIFIED FINANCIAL PLANNER ™ professional.
In March of 2017, Mike was promoted to our executive team as our Vice President to help oversee and run the daily operations of the Kelly Companies in Annapolis. He is also very involved with building and helping to run our Independent Registered Investment Advisory Firm (RIA), Continuum Advisory, LLC based out of Eagle, ID. The Continuum Advisory team as a whole has grown to over 20 independent advisors throughout the country and is responsible for over one billion in total assets.
Mike was recently named our Chief Operating Officer in November of 2021 and is directly responsible for the growth and strategic planning for all divisions of our firm - Benefits, Private Wealth and Risk Management.
In addition to his corporate leadership Mike Jr., also works with corporate executives to construct well-diversified employee benefit programs through health insurance, retirement plans and many other ancillary benefits. On the Private Wealth side, he leads our trading and research department but also works with individuals in all aspects of the financial planning process to help them reach a long and successful retirement.
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.
Jim Knudsen has recently joined the Kelly Companies as a Risk Consultant to help expand their presence in the property and casualty fields. Jim has over 25 years experience in the automotive sales business including his last position as the used car director at the third largest Toyota dealership in the country. He has received many awards in the automotive field including AutoNation's award for most improved used car department in the entire organization. Jim brings with him a passion for customer service and an unmatched attention to detail.
Jim was born and raised in Monterey, California before relocating to Los Angeles and working in the television and movie business as a production assistant and stage manager on such shows as Growing Pains and Seinfeld. Jim met his future wife Amanda at a sitcom taping in Hollywood and they have been married for 31 years. They have two Children, Kylie and Colin who are both enjoying successful careers helping others.
Jim and Amanda relocated to Annapolis from San Clemente, CA in 2020 and absolutely love it here. They enjoy spending time with long time friends, Mike and Tina Kelly. Jim's hobby is collecting interesting and classic cars and has personally owned over 140 vehicles to date including his beloved 1969 Camaro SS which he restored in 1998 and brought here to Annapolis to enjoy on Sunday cruises (when the weather is nice).
Zachary Furshman joined Kelly Insurance & Investments | Kelly Financial Advisors in March of 2021. He brings over 10 years of experience in client service and financial operations with T. Rowe Price, Bank of New York Mellon and Morgan Stanley.
At Kelly Financial Advisors, Zachary is responsible for supporting and overseeing all aspects of the individual insurance and investment business, including case preparation and design, processing applications and onboarding. He oversees all wealth management databases and systems, as well as providing superior customer service to our individual private wealth clients. He is actively involved in overseeing the daily operations of the Wealth Management Division to operate a high level of service for our client concierge program.
Zachary is a graduate of Gettysburg College with a B.A. in Management and a minor in Economics. He is a Series 99 licensed administrative professional with Triad Advisors, LLC.
Zachary lives in Baltimore with his wife, Katie, and their daughter, Evelyn.
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.
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.
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.
Andy graduated from the University of Maryland, College Park with a BA degree in Economics in the spring of 2020. After interning at Kelly Financial Advisors in Annapolis, Maryland for four years, Andy accepted a job at Wealth Management Associates in Eagle, Idaho. After spending a little over a year training with the team at Wealth Management Associates, Andy brought back a wealth of knowledge to the team at Kelly Insurance & Investments. Andy is currently studying for the Series 65 and CFP exam and is excited to be working at such a reputable firm. Starting in September of 2021, Andy joined the team at Kelly Insurance & Investments as a junior associate. In the summer of 2019, Andy was one of thirty students selected by Ladenburg Thalmann’s Link to the Future program, learning from some of the industry’s leading advisors in Washington, D.C.