Guided by a deep commitment to his community, his family, and his faith, Francis X. Kelly has carved a history of public service, business success and civic involvement. He is the Founder and Chairman and CEO of Kelly & Associates Insurance Group, Inc. (KELLY), one of Maryland's fastest growing, privately held companies. Frank and his wife, Janet, started the business in the basement of their Timonium, Maryland, home in 1976. Today, KELLY specializes in group insurance benefits and is widely respected as one of the leading broker/administrators in the Mid- Atlantic region. The company is responsible for over $1.5 billion in insurance premiums under management and serves nearly 13,000 corporate clients. Under the guiding hand of Frank Kelly, and fueled by the energy of his four sons, the company's employee base now exceeds 350, with headquarters in Hunt Valley and five regional satellite offices.

 

A native of Brooklyn, N.Y., Frank graduated from Villanova University in 1961 with a Bachelor of Science degree in Economics, followed by six years of service in the Army National Guard. A decade later, he was elected to represent the citizens of northern Baltimore County in the Maryland State Senate, the start of a 12-year tenure defined by leadership, effectiveness and compassion.

 

Senator Kelly's leading role in the creation of the Maryland Spending Affordability Committee has saved state taxpayers billions of dollars since its creation. His expertise in health insurance was tapped in 1984, when he chaired a special joint committee reviewing health benefits for Maryland's 80,000 employees. His innovative recommendations saved state taxpayers over $20 million annually. As chairman of the Senate Budget Subcommittee on Health, Education and Welfare, he was instrumental in more than 20 driving- while-intoxicated bills signed into law and advocated for expanded alcohol and substance abuse rehabilitation programs.

 

For years, he worked in close collaboration with Dr. R. Adams Cowley, the father of Maryland's renowned shock-trauma system, and was the primary sponsor of legislation creating the R Adams Cowley Shock Trauma Center. In tribute to Senator Kelly's efforts, the University of Maryland School of Medicine named an endowed trauma surgery chair - the first in the nation - after him in 2000. The Senator also had a hand in crafting sweeping legislation that shifted control of the University of Maryland Hospital to a private, not- for-profit corporation. This ushered the hospital out of chronic debt and into a position as one of the nation's finest academic medical centers. Senator Kelly continues as a member of the University of Maryland Medical System Board of Directors, as well as chairman of the Shock Trauma Center Board. Most recently, Senator Kelly has been appointed to the University System of Maryland Board of Regents where he chairs the Finance Committee and also chairs the University of Maryland Medical Center Board.

 

Among his other Annapolis achievements, Senator Kelly chaired the Joint Legislative Committee responsible for upgrading and creating operation protocols for Maryland’s one-of-a-kind Medivac helicopter system; sponsored Maryland's famous automobile "Lemon Law"; emerged as a primary leader in the state's landmark higher education reforms; was instrumental in creating the Maryland Stadium Authority - which built Oriole Park and Ravens Stadium; and helped bring light-rail transit to Hunt Valley, north of Baltimore City.

 

Named by his peers as one of the most effective members of the Maryland State Senate, Frank Kelly continues as a trusted advisor to many political and business leaders, as well as a driving force for changes in Maryland. 

 
As past chairman of the Board of Trustees of the Community College of Baltimore County, (1996-2005) Frank Kelly was the driving force behind restructuring the three colleges (Catonsville, Essex and Dundalk) into a single college, multi-campus institution (CCBC) - the largest community college system in Maryland. His commitment to quality education is underscored by his 14- year role as vice chairman of Morgan State University Board of Regents (1991-2005) and his leadership in revitalizing the Calvert Hall College High School campus. Kelly also serves on the boards of Baltimore Washington Medical Center (formerly North Arundel Hospital), Living Classrooms, the Baltimore County Revenue Authority, Baltimore County Leadership, the Sparrow House, member of the Maryland Board of Fellowship of Christian Athletes, and the Maryland Retailers Association Educational Foundation. He and his wife, Janet, were recently named co-chairs of the Stella Maris Hospice Capital Campaign and also for the Cal Ripken, Sr. Foundation Gala. Frank has been elected to the Cal Ripken, Sr. Foundation Board of Directors and recently named as Chairman-elect. In addition, Frank chairs the University System of Maryland, University of Baltimore Bicentennial Committee and the Capital Campaign.

 

Frank has earned countless honors: First recipient of the Baltimore Health Underwriters Association's "Person of the Year" award in 1996; in 2007, he was elected to the Maryland Health Underwriters Hall of Fame; the Maryland Motor Truck Association's "1997 Man of the Year" award; and the "Entrepreneur of the Year" award from Loyola College's Beta Gamma Sigma National Honor Society. Frank Kelly has been recognized as one of the top 100 Irish business leaders in the United States by Irish America magazine and has received the prestigious Stuart Macht Award for Business Excellence from the Baltimore County Government. In addition, Senator Kelly was named to the Baltimore County Chamber of Commerce's Business Hall of Fame (which includes such business giants as Alonzo G. Decker, Jr. of Black & Decker and Charles P. "Buzz" McCormick of McCormick & Co.). The Boy Scouts of America presented Frank with its 2002 Health Services "Good Scout" award, and he was named Hibernian of the Year 2003 by The Hibernian Society of Baltimore. In 2007, the Kelly Family was inducted into the Chimes Hall of Fame. During that same year, Frank was honored by the Dyslexia Tutoring Foundation as their "Man of the Year" and inducted into the Monsignor Bonner High School Hall of Fame. Most recently, in 2008, Frank was one of the recipients of the Maryland Division of the American Trauma Society, Distinguished Achievement Award.

 

Frank Kelly's dedication to his community and state is grounded in a deep spiritual commitment and defined by a conscious blending of personal ethics and professional integrity. He has lived and partnered with his wife, Janet, for more than 46 years. He proudly works every day with his four sons - Frank III, John, David and Bryan - who have helped him take KELLY to a level never dreamed possible. Kelly is most grateful for his faith and his family, which has grown to include four daughters-in- law and twenty-one grandchildren. 
 

 

 

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Learn more about Senator Francis X. Kelly:

 

 Ripken leads campaign for Shock Trauma Center

 

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Frank Kelly III serves as CEO of Kelly & Associates Insurance Group Inc., Kelly & Associates Financial Services Inc., and Kelly Integral Solutions LLC (KELLY).  As a group insurance administrator, broker, and consultant specializing in health care, KELLY has been recognized as the largest employee benefits administrator in Maryland and one of the largest in the Mid- Atlantic region. KELLY has also developed an integrated payroll and workers compensation insurance solution that is growing rapidly. Since Frank was named President in 1994, KELLY has grown from a corporate client base of 1,000 to more than 12,000. Annualized premiums and payroll administered and under management have risen from $20 million to over $1.5 billion.  Frank was named CEO of KELLY in 2007.

 
A past president of both the Baltimore Association of Health Underwriters (BAHU) and the Maryland Association of Health Underwriters (MAHU), Frank Kelly III has earned professional designations as a Registered Employee Benefit Consultant (REBC), Registered Health Underwriter (RHU), Health Insurance Associate (HIA), Life Underwriting Training Council Fellow (LUTCF), and Chartered Life Underwriter (CLU). Frank was honored as the BAHU person of the year in 2001.  He was recognized in 2003 by the Baltimore Business Journal as a “Top 40 Under 40” and has been recognized (2008 – 2010) as a Baltimore Smart CEO and Future 50 award winner.

 
Frank obtained his insurance license in 1984 while still in college and worked at the company in telephone sales during the summer months. Two years later, he became an account executive for small businesses in trade associations. In 1988, Frank was named sales manager and then in 1989, vice president of sales for the company. When he was promoted to Executive Vice President in 1991, he assumed responsibility for overall marketing and all operations of the company. In 1994, Frank was named President of KELLY and in 2007, he was named CEO.

 
Outside the office, Frank is involved in many community and civic activities. He is past Chairman of the Board of the Baltimore County Chamber of Commerce, where he served as a Board member from 2001-2009. He was on the Baltimore County Department of Social Services Board for many years and served as its Chairman from 2003 to 2005. Frank is immediate past Chairman of the Leadership Board of the Maryland/Delaware Fellowship of Christian Athletes (FCA), a role in which he served from 1994 through 2009.  He also served on the FCA National Board of Trustees from 1997 to 2003, and currently serves as Vice Chairman of the FCA Lacrosse Leadership Board.  Frank is currently on the Board of Trustees of Calvert Hall College High School and the Maryland Zoo in Baltimore.

 
A 1986 graduate of Cornell University with a degree in Business Management, Frank was recognized as a Red Key Scholar Athlete, played football and captained the lacrosse team, where he was an All Ivy League selection. His interest in lacrosse continued after college with several seasons of professional box lacrosse for the Baltimore Thunder of the Major Indoor Lacrosse League and many years with the Maryland Lacrosse Club, where he was an All Club Selection.  Frank is a part-time assistant lacrosse coach at Calvert Hall College High School in Towson, MD, and has coached youth teams in soccer, football, basketball, baseball and lacrosse.

 
Frank and his wife, Gayle, have been blessed with four children, Frankie, Stephen Patrick, Jacqueline Lee and Joseph Kim. They live in Lutherville, Maryland.
 

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Learn more about Frank Kelly III:

 

Instant Classic - Fellowship of Christian Athletes team claims inaugural U-15 title in overtime thriller over For Love of the Game

 

Lacrosse Legacy - Frank Kelly and his family have adopted a lasting tradition: FCA Lacrosse

 

Frank Kelly honored during the 2010 Fellowship of Christian Athletes Maryland Celebration Banquet

 

Frank Kelly featured on the cover of the April 2010 edition of Baltimore SmartCEO

 

Calvert Hall lacrosse features a Kelly dynasty
 

 

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Since 1994, John Kelly has presided over Kelly Benefit Strategies, KBS, where he developed an innovative Total Benefits Solution® approach to benefits consulting and administration that is unique in the health-insurance industry. Under his direction, KBS has grown from $13 million in annual premiums to more than $750 million under management today.

 

KBS works with corporations of all sizes, to design and tailor benefit packages that help them to retain employees, then integrates customer- friendly administrative services with the latest in web-based technology, including KTBSOnline, a hassle- free way for employees to manage their benefits on a 24/7 basis.

 

When KTBSOnline was unveiled in 2000, it represented a dramatic step forward in the efficient management of benefits. For the first time, it gave companies and their employees access to the best carriers in health, life, disability and vision, while allowing them the flexibility to mix-and-match across several carriers. Even while KTBSOnline greatly improved service, it simplified the demands on customers by offering online enrollment forms and unfettered access to information.

 

John Kelly obtained his insurance license in 1984, working summers as a sales representative for the Kelly & Associates Insurance Group (KELLY). He graduated in 1987, from Washington College in Chestertown, Md., with a Bachelor of Arts degree in business and a minor in political science. John then joined his family’s insurance business full-time.

 

In 1994, he assumed responsibility for KBS and devised the Total Benefits philosophy and cutting-edge technology that contributed to the rapid growth of KELLY, which is now the largest privately-held, group insurance broker and consultant in Maryland.

 

A cycling enthusiast, John was a member of the U.S. National Team in the Tour of Mexico and Tour of Costa Rica events. He also has participated in cycling events regionally and nationally.

 

John Kelly is an active board member of the Mount Washington Pediatric Hospital. In addition, he takes enormous satisfaction in serving as an elder and Bible teacher at Grace Fellowship Church.

 

John and his wife, Tee, home-school their six children, Hannah, Johnny, Allie, Lydia, Micaiah and Boaz. The family resides in Towson, Maryland.

 

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Learn more about John Kelly:

 

 Calvert Hall lacrosse features a Kelly dynasty

 

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David Kelly is a member of the Company’s Executive Management Team and a seasoned benefit services professional. His rare balance of strategic insight, operational expertise and sales/marketing savvy has allowed him to become a driving force behind the successful growth of Kelly & Associates Insurance Group. Currently, David is operating executive, in charge of the Company’s integrated payroll & workers’ compensation services business, as well as sales and marketing, within Kelly Benefit Strategies. In addition to these responsibilities, David directs the business acquisition and facility management activities of the Company.

 

A native of Baltimore, Maryland, David attended the University of North Carolina, where he played on the 1986 NCAA National Championship lacrosse team. He lettered all four years in lacrosse for the Tar Heels and received a Bachelor of Arts degree in political science. David obtained his health and life insurance license in 1984. While attending college, he worked in the summers as a sales representative for KELLY.

 

Upon graduating in 1989, David joined Kelly & Associates Insurance Group full- time, with the responsibility of growing the firm’s property and casualty insurance agency. In 1991, the agency was sold, to allow Kelly & Associates Insurance Group to focus on becoming a premier benefits broker/administrator. To ensure the smooth transition of the agency, David was named President of the new corporation, Kelly-Murray Insurance Group, with offices in Pennsylvania and Maryland. Upon returning to Kelly & Associates Insurance Group in 1994, David assumed responsibility for sales and marketing, within Kelly Benefit Strategies.

 

As a widely respected benefit professional, David has provided guidance to both privately and publicly held companies, including Fortune 500 companies. He has a proven track record of developing innovative benefit solutions, as well as identifying opportunities for cost reduction within benefit programs.

 

David is active in community affairs. He serves on the Board of the Dyslexia Tutoring Program, which helps children from lower-income families to overcome their reading difficulties. Additionally, David helped to establish and is also a Board member of the Troy Vance Foundation, which presents a scholarship each year to a graduating senior at Loyola High School.

 

David and his wife, Melissa, have four children, David Jr., Patrick, Timothy and Caroline. David spends much of his leisure time coaching his children in soccer, basketball and lacrosse. The family lives in Timonium, Maryland.

 

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Learn more about David Kelly:

 

 Calvert Hall lacrosse features a Kelly dynasty

 

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Bryan Kelly is the President of Kelly Marketing Services (KMS), a division of Kelly & Associates Insurance Group. He serves as the liaison with insurance carriers and the more than 800 affiliated brokers serviced by KELLY. Some of his responsibilities include recruiting new brokers, managing sales results, ensuring the management of efficient day-to-day operations and representing KELLY at industry association events.

 

Bryan began his career at KELLY in 1991 as a direct sales agent. In 1994, he shifted his attention to the brokerage side of the business with the establishment of the Kelly Marketing Services Division. Under his direction, KMS has seen tremendous growth.

 

As an active participant in the insurance industry, Bryan has served on the Board of Directors of the Baltimore Association of Health Underwriters. He also participates in a variety of legislative and regulatory initiatives and periodically meets with state legislators.

 

In addition to his responsibilities at KELLY, Bryan is head coach of the varsity lacrosse team at Calvert Hall College High School, a post he has held since 1996. Twice he has been named Coach of the Year, in 1996, and again in 2003, when his team won the Maryland Interscholastic Athletic Association’s “A” Conference Lacrosse Championship.

 

In addition to his responsibilities in the office and on the field, Bryan serves on the Board of the Peter and John Radio Fellowship, as well as on the Teaching the Word Ministry Board in Pennsylvania. He is also an active supporter of the Maryland/Delaware Fellowship of Christian Athletes. As a long-time resident of Maryland, Bryan also participates in many other civic, community and charitable activities.

 

Bryan Kelly is a 1991 graduate of the University of North Carolina at Chapel Hill, where he earned a Bachelor of Arts degree in Political Science. He and his wife, Heidi, have four sons, and Bryan enjoys spending time at the beach and coaching their sons’ basketball and lacrosse teams.

 

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Learn more about Bryan Kelly:

 

 Calvert Hall lacrosse features a Kelly dynasty

 

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Craig Horner joined the KELLY Executive Management Team as Chief Financial Officer in May 2009. His prior experience includes more than thirteen years as Chief Financial Officer of a large regional Maryland based insurance broker and seven years in public accounting at what is currently known as PricewaterhouseCoopers. Craig oversees all finance, accounting, and compliance aspects of the KELLY businesses.

 

Craig graduated Cum Laude from University of Baltimore with a Bachelor of Science degree in accounting and attended the Wharton Executive Development Program at University of Pennsylvania. He is a member of the Financial Executives International, the American Institute of Certified Public Accountants, and the Maryland Association of Certified Public Accountants.

 

Craig is a very active member of his community. Currently Craig serves as the Board Treasurer for the Keswick Foundation, an Investment Committee member of the Society of St. Sulpice, and a Board member of Keswick Multi-Care Center. Craig is also a member of Christ the King Church where he is on the Rector’s Council. His past service includes time as Chair and Board member of the Financial Executives International, Chair of Keswick Multi-Care Center, and Finance Committee member of United Way of Central Maryland.

 

Craig and his wife, Kelly, have three children, Kelsey, Taylor, and CJ. Craig spends much of his leisure time with his family and coaching his children’s soccer team. The family lives in Baldwin.

 

Sandy Walters has more than 30 years of operational leadership and employee benefits/insurance industry experience. In addition to his roles as Executive Vice President and Senior Consultant, Sandy is a valued member of the Kelly & Associates Insurance Group Executive Management Team.

 

Prior to joining KELLY, Sandy served as Senior Vice President and Executive Director of United American Healthcare Corporation (NYSE). While there, he helped to formulate and design a new workers’ compensation managed care program, earning more than $10 million in net revenue and employing more than 200 employees in five years.

 

In 1988, Sandy co-founded Corporate Healthcare Financing, Inc., a national healthcare-consulting firm. Serving as President until 1993, he was responsible for its $20 million in net revenue. Earlier in his career, he was Chief of Operations and Management Analysis at the Department of Licensing and Regulations for the State of Maryland. During his tenure, he played a key role in the restructuring of the Insurance Division.

 

Sandy is an active member of the Society of Professional Benefits Administrators. He is a Vietnam veteran and serves as a board member of the Maryland Center for Veterans Education & Training (MCVET), the country’s first integrated training center for homeless veterans.

 

A graduate of the University of Maryland, Sandy also earned a Master’s Degree in Business Administration from the University of Baltimore.

Sandy Walters has more than 30 years of operational leadership and employee benefits/insurance industry experience. In addition to his roles as Executive Vice President and Senior Consultant, Sandy is a valued member of the Kelly & Associates Insurance Group Executive Management Team.

 

Prior to joining KELLY, Sandy served as Senior Vice President and Executive Director of United American Healthcare Corporation (NYSE). While there, he helped to formulate and design a new workers’ compensation managed care program, earning more than $10 million in net revenue and employing more than 200 employees in five years.

 

In 1988, Sandy co-founded Corporate Healthcare Financing, Inc., a national healthcare-consulting firm. Serving as President until 1993, he was responsible for its $20 million in net revenue.

 

Earlier in his career, he was Chief of Operations and Management Analysis at the Department of Licensing and Regulations for the State of Maryland. During his tenure, he played a key role in the restructuring of the Insurance Division.

 

Sandy is an active member of the Society of Professional Benefits Administrators. He is a Vietnam veteran and serves as a board member of the Maryland Center for Veterans Education & Training (MCVET), the country’s first integrated training center for homeless veterans.

 

A graduate of the University of Maryland, Sandy also earned a Master’s Degree in Business Administration from the University of Baltimore.

As Senior Vice President of Administration, Laurie is responsible for overseeing all administrative functions for over 12,000 corporate KELLY clients. Specifically, Laurie supervises the Customer Service teams, the KELLY Call Center & the Dedicated Service team, Small and Large Group Installation, Enrollment Processing, EDI, Quality Assurance and COBRA Administration.

 

Prior to her current role, Laurie served in several management positions throughout Administration where she proved to be a valuable asset since joining the KELLY team in 1997.

 

Laurie has 20 years experience in the insurance industry and holds a Bachelor of Arts in English with a concentration in Business Marketing from Boston College. Laurie and her husband, John, reside in Phoenix, Maryland with their 4 children-John Patrick, Meghan, Mary- Kate and Connor.

Bryan Kelly is the President of Kelly Marketing Services (KMS), a division of Kelly & Associates Insurance Group. He serves as the liaison with insurance carriers and the more than 800 affiliated brokers serviced by KELLY. Some of his responsibilities include recruiting new brokers, managing sales results, ensuring the management of efficient day-to-day operations and representing KELLY at industry association events.

 

Bryan began his career at KELLY in 1991 as a direct sales agent. In 1994, he shifted his attention to the brokerage side of the business with the establishment of the Kelly Marketing Services Division. Under his direction, KMS has seen tremendous growth.

 

As an active participant in the insurance industry, Bryan has served on the Board of Directors of the Baltimore Association of Health Underwriters. He also participates in a variety of legislative and regulatory initiatives and periodically meets with state legislators.

 

In addition to his responsibilities at KELLY, Bryan is head coach of the varsity lacrosse team at Calvert Hall College High School, a post he has held since 1996. Twice he has been named Coach of the Year, in 1996, and again in 2003, when his team won the Maryland Interscholastic Athletic Association’s “A” Conference Lacrosse Championship.

 

In addition to his responsibilities in the office and on the field, Bryan serves on the Board of the Peter and John Radio Fellowship, as well as on the Teaching the Word Ministry Board in Pennsylvania. He is also an active supporter of the Maryland/Delaware Fellowship of Christian Athletes. As a long-time resident of Maryland, Bryan also participates in many other civic, community and charitable activities.

 

Bryan Kelly is a 1991 graduate of the University of North Carolina at Chapel Hill, where he earned a Bachelor of Arts degree in Political Science. He and his wife, Heidi, have four sons, and Bryan enjoys spending time at the beach and coaching their sons’ basketball and lacrosse teams.

As the Director of Small Group Sales and Renewals, Kitty leads a team that is responsible for working with over 800 external brokers; coordinating their group renewals and assisting them with the writing of new business.

 

Kitty has been in the health insurance industry since 1978. She spent two years with the Insurance Company of North America as a commercial package underwriter, and for 11 years served as the Manager of the Health Insurance Division for Association Financial Services. Kitty is a licensed health and life broker and has been with KELLY since 1991.

As the Vice President of Kelly Marketing Services, Kathleen specializes in the large group (50+) market, self-funded and joint partnership accounts with Brokers and Kelly Benefit Strategies. Kathleen's experience and job knowledge bring a more focused approach in these markets.

 

She has been in the health insurance industry for 20 years and with KELLY since 1995. Kathleen received her Bachelor of Science in Business Administration from Towson State University and served on the board for the Baltimore Association of Health Underwriters.

As the Director of Large Group Sales & Service, Kari leads a team that is responsible for working with external brokers with a focus on groups with 50 lives and above. This team is responsible for assisting brokers with prospective client presentations during the presale process, as well as working through the implementation of the case post-sale. As a member of the Large Group team for several years, Kari has acquired extensive knowledge in the product offerings for this market, proving to be a great resource for Brokers and Agents.

 

Kari joined KELLY in June of 1998. She holds her Bachelor of Science in Marketing from West Virginia University and currently holds her health and life license.

Joe came to KELLY with six years of insurance experience as a broker in the Maryland marketplace. He most recently worked at Richard J. Princinsky & Associates as a producing broker, working with both large and small groups. Joe’s role at Kelly Marketing Services (KMS) will be to support existing KMS broker clients, enhance those current relationships, and develop new relationships with the broker community. Joe’s understanding of the insurance broker’s role in today’s competitive environment will help us to better serve our existing broker partners as well as attract and develop new partnerships.

Joe lives in Fallston, MD with his wife, Bonnie, and their three children. In his free time, he enjoys coaching his kids in soccer and lacrosse, exercising, reading, music, and anything outdoors.

As Vice President, Kelly is charged with the responsibility to continue to expand business in the Mid-Atlantic region of the Virginia Metropolitan area. Kelly has opened our DC offices located at 6430 Rockledge Drive, Bethesda Maryland and 1593 Spring Hill Road, Vienna Virginia.

 

Kelly has been with KELLY since 1996 and in the Health Insurance Industry since 1987. She is currently serving as chapter president for the Maryland Association of Health Underwriters and is past president of the Greater Washington Association of Health Underwriters. She is the past recipient of the "Person of the Year" award for the association. She also serves on the Joint Legislative Committee.

 

Kelly is married, with 3 children and resides in McLean, Virginia.

Since 1994, John Kelly has presided over Kelly Benefit Strategies, KBS, where he developed an innovative Total Benefits Solution® approach to benefits consulting and administration that is unique in the health-insurance industry. Under his direction, KBS has grown from $13 million in annual premiums to more than $750 million under management today.

 

KBS works with corporations of all sizes, to design and tailor benefit packages that help them to retain employees, then integrates customer- friendly administrative services with the latest in web-based technology, including KTBSOnline, a hassle- free way for employees to manage their benefits on a 24/7 basis.

 

When KTBSOnline was unveiled in 2000, it represented a dramatic step forward in the efficient management of benefits. For the first time, it gave companies and their employees access to the best carriers in health, life, disability and vision, while allowing them the flexibility to mix-and-match across several carriers. Even while KTBSOnline greatly improved service, it simplified the demands on customers by offering online enrollment forms and unfettered access to information.

 

John Kelly obtained his insurance license in 1984, working summers as a sales representative for the Kelly & Associates Insurance Group (KELLY). He graduated in 1987, from Washington College in Chestertown, Md., with a Bachelor of Arts degree in business and a minor in political science. John then joined his family’s insurance business full-time.

 

In 1994, he assumed responsibility for KBS and devised the Total Benefits philosophy and cutting-edge technology that contributed to the rapid growth of KELLY, which is now the largest privately-held, group insurance broker and consultant in Maryland.

 

A cycling enthusiast, John was a member of the U.S. National Team in the Tour of Mexico and Tour of Costa Rica events. He also has participated in cycling events regionally and nationally.

 

John Kelly is an active board member of the Mount Washington Pediatric Hospital. In addition, he takes enormous satisfaction in serving as an elder and Bible teacher at Grace Fellowship Church.

 

John and his wife, Tee, home-school their six children, Hannah, Johnny, Allie, Lydia, Micaiah and Boaz. The family resides in Towson, Maryland.

David Kelly is a member of the Company’s Executive Management Team and a seasoned benefit services professional. His rare balance of strategic insight, operational expertise and sales/marketing savvy has allowed him to become a driving force behind the successful growth of Kelly & Associates Insurance Group. Currently, David is operating executive, in charge of the Company’s integrated payroll & workers’ compensation services business, as well as sales and marketing, within Kelly Benefit Strategies. In addition to these responsibilities, David directs the business acquisition and facility management activities of the Company.

 

A native of Baltimore, Maryland, David attended the University of North Carolina, where he played on the 1986 NCAA National Championship lacrosse team. He lettered all four years in lacrosse for the Tar Heels and received a Bachelor of Arts degree in political science. David obtained his health and life insurance license in 1984. While attending college, he worked in the summers as a sales representative for KELLY.

 

Upon graduating in 1989, David joined Kelly & Associates Insurance Group full- time, with the responsibility of growing the firm’s property and casualty insurance agency. In 1991, the agency was sold, to allow Kelly & Associates Insurance Group to focus on becoming a premier benefits broker/administrator. To ensure the smooth transition of the agency, David was named President of the new corporation, Kelly-Murray Insurance Group, with offices in Pennsylvania and Maryland. Upon returning to Kelly & Associates Insurance Group in 1994, David assumed responsibility for sales and marketing, within Kelly Benefit Strategies.

 

As a widely respected benefit professional, David has provided guidance to both privately and publicly held companies, including Fortune 500 companies. He has a proven track record of developing innovative benefit solutions, as well as identifying opportunities for cost reduction within benefit programs.

 

David is active in community affairs. He serves on the Board of the Dyslexia Tutoring Program, which helps children from lower-income families to overcome their reading difficulties. Additionally, David helped to establish and is also a Board member of the Troy Vance Foundation, which presents a scholarship each year to a graduating senior at Loyola High School.

 

David and his wife, Melissa, have four children, David Jr., Patrick, Timothy and Caroline. David spends much of his leisure time coaching his children in soccer, basketball and lacrosse. The family lives in Timonium, Maryland.

Sandy Walters has more than 30 years of operational leadership and employee benefits/insurance industry experience. In addition to his roles as Executive Vice President and Senior Consultant, Sandy is a valued member of the Kelly & Associates Insurance Group Executive Management Team.

 

Prior to joining KELLY, Sandy served as Senior Vice President and Executive Director of United American Healthcare Corporation (NYSE). While there, he helped to formulate and design a new workers’ compensation managed care program, earning more than $10 million in net revenue and employing more than 200 employees in five years.

 

In 1988, Sandy co-founded Corporate Healthcare Financing, Inc., a national healthcare-consulting firm. Serving as President until 1993, he was responsible for its $20 million in net revenue.

 

Earlier in his career, he was Chief of Operations and Management Analysis at the Department of Licensing and Regulations for the State of Maryland. During his tenure, he played a key role in the restructuring of the Insurance Division.

 

Sandy is an active member of the Society of Professional Benefits Administrators. He is a Vietnam veteran and serves as a board member of the Maryland Center for Veterans Education & Training (MCVET), the country’s first integrated training center for homeless veterans.

 

A graduate of the University of Maryland, Sandy also earned a Master’s Degree in Business Administration from the University of Baltimore.

In the fall of 1997, through a partnership with the Delaware State Chamber of Commerce, Jason successfully established the first satellite office for Kelly Benefit Strategies (KBS), a division of Kelly & Associates Insurance Group, Inc. of Hunt Valley, Maryland. Today, Jason and his staff serve the benefit needs of over 180 clients in Delaware, New Jersey, Pennsylvania, Connecticut, Illinois and Florida with over $60 million in annualized premium under management.

 

In addition to his responsibilities as Vice President & Senior Consultant for KBS’ Delaware office, Jason has leadership responsibilities in developing and delivering the KELLY corporate wellness model for the 2,000+ clients of KBS. Jason has created, planned and conducted a number of corporate wellness events in the region, including “Taking the Fight to Healthcare Costs: The Thrilla In Phila”, “Reshaping The Future: Taking On Childhood Obesity” and “Fit For Business: Setting the Pace for Wellness.” Speakers at those events included Morgan Spurlock (star and director of the film “Super Size Me”), Kenneth Cooper MD (known as the Father of Aerobics), Dr. Nick Yphantides (author of the book “My Big Fat Greek Diet”), Bruce Panasuk MD (Chief Thoracic Surgeon of the Helen F. Graham Cancer Center) and Karyl Rattay MD, MS (Nemours Health & Prevention Services).

 

Jason played a key leadership role in the 2006 establishment of the “Run 1, 4 Fun” children’s 1-mile mini-marathon, which is held annually in conjunction with the Delaware Marathon and is helping to fight childhood obesity among Delaware’s youth. In October of 2006, Jason was an expert panelist at Nemours Health & Prevention Services’ Conference on Child Health Promotion and discussed The Business Case for Prevention along with notable national speakers.

 

Jason serves on the board of The Wellness Community Delaware, is a member of the St. Francis Hospital Young Ambassador’s Steering Committee and the Healthcare Committee of the Delaware State Chamber of Commerce. Jason is also very active in his church.

 

Prior to joining KBS, Jason worked as a sales representative for Elite Underwriting Services, a managing general underwriter of Stop-Loss Reinsurance. Jason graduated Cum Laude with a Bachelor of Science degree from the University of Delaware in Health & Physical Education Studies with a focus in Nutrition.

In August 2000, Larry joined KELLY as a Vice President and Senior Consultant of our direct sales and consulting division, Kelly Benefit Strategies. His responsibilities include new business development, consultation and client retention.

 

Larry has been in the health insurance industry since 1985. He spent several years with The Travelers Managed Care Division as a Senior Sales Representative. For four years Larry served as Vice President and Office Leader with CoreSource and four years with NCAS as Vice President of Sales.

 

Larry received his Bachelor of Science degree in Business Administration from West Virginia University and his MBA from Johns Hopkins University.

Joe is a Maryland native and grew up in Baltimore where he attended Mt. St. Joseph High School. A graduate of Western Maryland College and The Johns Hopkins University, Joe has a Master of Science degree and an Applied Behavioral Science with a concentration in Organizational Development and Human Resources, as well as a Master of Science in Counselor Education.

 

Joe brought over fifteen years of consulting and business leadership experience to KELLY in 1998. Joe has served in a number of support roles at USFG Insurance Corporation as well as Crawford, Slevin & Hicks, Inc. In 2001, Joe was appointed to Vice President and Director of Account Management for Kelly Benefit Strategies, whereby his responsibilities included benefit consulting for over 30 customers along with providing leadership to a team of 14 benefit professionals.

 

In 2004, Joe was one of the primary architects responsible for launching one of the most successful mini-med plans marketed in the United States today. In addition to developing and communicating a benefit package for transient workers, Joe also served as one of the primary leaders in developing one of the most successful Consumer Directed Health Plans in the United States.

 

In 2006, Joe was appointed as Senior Vice President & Senior Consultant. Joe is responsible for approximately $150 million in premium under management and he continues to provide leadership to a number of other benefit professionals. Joe is an active board member for the Maryland Fellowship of Christian Athletes along with serving as the chairman of the board for Anne Arundel, Baltimore, Carroll and Howard counties. One of Joe's greatest passions is spending time with his family and close friends along with maintaining the attitude of “keep it simple, keep it fun.”

 

Joe resides in Finksburg, Maryland with his wife, Michelle and their three children: Joseph III, Dominic Carmelo & Sophia Maria.

In June 2007, Brandon joined Kelly Benefit Strategies (KBS) as a Vice President of New Business Development. His responsibilities include sales and production, strengthening the KELLY brand in the marketplace, and expanding relationships with both new and existing clients.

Prior to joining KBS, Brandon spent three years working as a sales representative with an independent insurance broker in the Baltimore area. Before starting his career in insurance, he spent two years caddying on the PGA Tour and four years as a Financial Advisor with Morgan Stanley.

Brandon holds a Bachelor of Business Administration and an MBA degree from Loyola College in Maryland. In his free time, Brandon enjoys spending time with his family and friends, serving in the community and playing competitive golf. He and his wife Amy have three children: Chloe, Timothy and Madison and reside in Towson, MD.

 

In her role as Director of Strategic Initiatives & Quality Assurance, Jen juggles a multitude of responsibilities that focus on initiatives that impact the structure and corporate image of KELLY.

Jen's responsibilities include: overseeing KELLY’s marketing, advertising and communications efforts which include both the Client Communications and the Corporate Communications departments, coordinating KELLY’s community involvement through events and fundraisers, database system tracking, developing and implementing communications for customer feedback, employee event coordination and spearheading initiatives both corporately and divisionally.

Jen also serves as the functional leader for the KBS support team which is comprised of employees who provide administrative support to the executives of the division.

Jen and her husband, Broc, reside in Towson, Maryland.

 

C.A.M. Wagner has been with KELLY since 2002 and played an integral role in establishing the Kelly Benefit Strategies office in Washington D.C. He has more than 14 years of operational leadership and industry experience. C.A.M. and his team currently serve over 100 clients, from small to large, across the D.C. and Atlanta Metropolitan areas. His focus is on consulting for large employer groups, account management and fostering new business for KBS and KELLY.

 

As a respected benefit professional, C.A.M. has provided guidance to both privately and publicly held companies. He has a proven track record of developing innovative benefit solutions, as well as identifying opportunities for cost reduction within benefit programs. C.A.M. is involved in all aspects of employee benefits administration, brokerage, and consulting and has a focus in benefits technology. He has also delivered keynote addresses and presentations on benefits trends and technologies.

 

Prior to joining KELLY, he worked in management consulting with Booz Allen and Hamilton and Headstrong. C.A.M. is active in the Society of Professional Human Resource Managers and the Washington Technology HR Professionals Association. He sits on the Board of the DC Fellowship of Christian Athletes Chapter and helps coordinate an annual thanksgiving turkey drive with the World Mission Extension Center that feeds over 5000 DC residents.

 

C.A.M. holds a Bachelor of Arts degree from the University of Richmond and an Executive Management certificate from the Wharton School of Business. He currently resides in McLean, Virginia with his wife and three children.