Guided by his dedication to family, faith and community, Francis X. Kelly, Jr. has carved out an exemplary role in public service, business and civic involvement – a career grounded in his spiritual commitment to personal ethics and professional integrity.

His most recent appointment: Chairman of the new Board of Directors of the University of Maryland Medical System’s latest acquisition, St. Joseph Medical Center in Towson.

A resident of Hunt Valley, MD, Frank and his wife, Janet, in 1976 founded a small insurance company in the basement of their Timonium home. Today, Kelly & Associates Insurance Group is one of Maryland's fastest growing privately held firms. It is the region’s leading health insurance broker/administrator with nearly 13,000 corporate clients. The expanding enterprise, now run by their four sons, includes payroll and workers compensation administration and employs 450 people at its Hunt Valley and regional offices. Frank is the company’s chairman.

He is a graduate of Villanova University, with a B.S. degree in economics, a major that has proved it value. In 1979, Frank Kelly won election to the Maryland State Senate representing the citizens of northern Baltimore County. It was the start of a 12-year tenure defined by leadership, effectiveness and compassion.

Senator Kelly helped establish the Spending Affordability Committee that has saved taxpayers billions of dollars. He advocated for creation of UMMS, the University System of Maryland and the upgrade and revamping of the Medevac helicopter fleet.

He worked closely with Dr. R Adams Cowley, the father of shock trauma, and was primary sponsor of the law creating the R Adams Cowley Shock Trauma Center. The UM School of Medicine named the nation’s first chair in trauma surgery after Senator Kelly.

In 1984, his leadership led to the successful separation of the financially challenged University of Maryland Hospital from the university. This private, not-for-profit medical center today serves as the hub of UMMS, a $3.5 billion network of 12 hospitals that is a national model of stability, patient safety and medical innovation.

He has been an UMMS director throughout the system’s existence, chairing its Shock Trauma Center board since inception and the University of Maryland Medical Center board. He has led the UMMS Acquisitions Committee as the medical system expanded throughout the state. In addition, he was recently appointed Board Chair of the newly created University of Maryland/St. Joseph’s Medical Center.

Senator Kelly has been a trusted adviser to governors of both parties and to other political and business leaders. He is such a driving force for positive change that two successive governors appointed him to the University System of Maryland Board of Regents where he chairs the Finance Committee.

In 1996, he was asked by the Baltimore County Executive and legislative leaders to revamp the Community College of Baltimore County. As board chair he consolidated three separate colleges (Catonsville, Essex and Dundalk) into a single, multi-campus institution that is thriving as the state’s largest community college system. CCBC’s Hunt Valley Center is named in his honor. Kelly also served 14 years as vice chair of the Morgan State University Board of Regents.

Recently, Frank and Janet Kelly were named Philanthropists of the Year by the Association of Fundraising Professionals. They also were honored by The Children's Guild, which named its Autism Center after them.

He is immediate past chair of the Cal Ripken, Sr. Foundation and remains on its board. He spearheaded the $650 million capital campaign of the University System of Maryland, Baltimore; Shock Trauma’s $160 million building campaign, and has been prominent in revitalizing the Calvert Hall College High School campus.

His awards include: first recipient of the Baltimore Health Underwriters Association's "Person of the Year" award; the Maryland Health Underwriters Hall of Fame; the Maryland Motor Truck Association's "Man of the Year;" Stuart Macht Award for Business Excellence (Baltimore County government); Baltimore County Chamber of Commerce's Business Hall of Fame; the Chimes Hall of Fame; the Dyslexia Tutoring Foundation’s "Man of the Year;" the American Trauma Society’s Distinguished Achievement Award, and the Msgr. Bonner High School (Drexel Hill, PA) Hall of Fame.

In 2011, Frank and Janet proudly celebrated their 50th anniversary. It is a partnership dedicated to faith and family (22 grandchildren). All of their sons, Frank III, John, David and Bryan, work with their father at KELLY – a privilege for Frank and a formula for success that has taken the company to a level he never imagined.

 

 

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Learn more about Senator Francis X. Kelly:

 

 Ripken leads campaign for Shock Trauma Center

 

The Children’s Guild Announces Sen. Francis Kelly and Janet Kelly Honorees at Cabaret for Kids

 

Kellys honored at Ripken Foundation Gala

 

Graham's Banner Of Redemption To Fly With Other Terps Greats

 

Senator Francis X. and Janet Kelly named Influential Marylanders in 2012 by the Daily Record

 

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Frank Kelly III serves as CEO of Kelly & Associates Insurance Group Inc., Kelly & Associates Financial Services Inc., KTBSPayroll/KTBSWorkComp, 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 (KTBSPayroll) and workers compensation insurance (KTBSWorkComp) solution that is growing rapidly.

 
A long time board member and 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 and was elected into the MAHU Hall of Fame in 2012.

 
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 currently Chairman of the Maryland Fellowship of Christian Athletes (FCA), and FCA Lacrosse Leadership Boards, and he has served on both of these Boards since their founding in the 1990’s. He also served on the FCA National Board of Trustees from 1997 to 2003. Frank is currently on the Board of Trustees of Calvert Hall College High School, the Maryland Zoo in Baltimore, the Maryland Business for Responsive Government (MBRG), the Maryland Family Alliance, The Living Classrooms Foundation, and serves on World Vision’s National Leadership Council.

 
A 1986 graduate of Cornell University with a B.S. 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 was an assistant varsity lacrosse coach for many years 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, Jacqueline Lee, and Joseph Kim. They live in Lutherville, Maryland.
 

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Learn more about Frank Kelly III:

 

Frank Kelly III speaks about family business: "Business by blood ~ Navigating the murky waters of family and business" SmartCEO, September 2012

 

Francis X. Kelly III, CLU, RHU, REBC Inducted into Maryland Association of Health Underwriters Hall of Fame

 

Rising Son - Calvert Hall's Stephen Kelly graces cover of Lacrosse Magazine

 

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
 

 Kelly cousins fuel season opening win for Calvert Hall

 

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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

 

Kelly cousins fuel season opening win for Calvert Hall
 

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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 and Kelly & Associates Financial Services, Inc. Currently, David is President of KTBSPayroll and KTBSWorkComp, as well as Executive Vice President of Sales and Marketing for Kelly Benefit Strategies, the direct sales division of Kelly & Associates Insurance Group.  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 six children, David Jr., Patrick, Timothy, Caroline, Eyasu, and Gibitu. 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

 

Kelly cousins fuel season opening win for Calvert Hall

 

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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 1,100 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 experienced tremendous growth.

As an active participant in the insurance industry, Bryan has worked with the Baltimore Association of Health Underwriters, and he participates in a variety of legislative and regulatory initiatives.  He also 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.
 

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 Vestry. 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 President of Kelly Administrative Services and Executive Vice President and Senior Consultant of Kelly Benefit Strategies, 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 and currently serves on its Board of Directors. He is a Vietnam veteran and served 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 President of Kelly Administrative Services and Executive Vice President and Senior Consultant of Kelly Benefit Strategies, 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 and currently serves on its Board of Directors. He is a Vietnam veteran and served 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 Centers, Customer Integration, and 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 22 years experience in the insurance industry and holds a Bachelor of Arts in English with a concentration in Business Marketing from Boston College. Laurie resides in Phoenix, Maryland with her four 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 1,100 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 experienced tremendous growth.

As an active participant in the insurance industry, Bryan has worked with the Baltimore Association of Health Underwriters, and he participates in a variety of legislative and regulatory initiatives.  He also 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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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.

Shawn serves as Vice President, Kelly Exchange Services, as well as Director, Business Development & Operations. In her role as Vice President of Exchange Services, Shawn works closely with the Maryland Health Benefit Exchange Committee, the DC Health Benefit Exchange and our carrier partners to help recommend a proactive strategy with the implementation and utilization of the Health Care Reform legislation. She works diligently with our Compliance Team to ensure that notifications, modifications and communications are implemented corporate-wide as well as provided to our brokers and customers.

  
In her role as Director of Business Development & Operations for Kelly Marketing Services, Shawn is an overall resource to the broker community. Shawn leads the broker ancillary operations team with the intent of assisting brokers in recouping some of the income they have lost due to recent changes in compensation due to health care reform. Additionally, she is available to assist in any efforts focusing on emphasizing the use of our technology to improve operational efficiencies.

Shawn came to KELLY with more than 15 years of sales and operation experience in the industry. During that time she was a principal of a firm, which she helped position for acquisition prior to health care reform. She was also Vice President of Account Management for WorkforceTactix (formerly Group Insurance Solutions).

Shawn graduated Magna Cum Laude from Loyola College of Baltimore with a Bachelor of Arts Degree in Business Administration. She received her Registered Health Underwriters designation in August of 2000. Shawn is a past President of the Baltimore Association of Health Underwriters and is an active member of the Maryland Association of Health Underwriters Board of Directors.

Shawn and her husband have two sons, Michael and Matty. In her spare time Shawn enjoys entertaining and watching her sons play soccer and lacrosse. She is active in the Calvert Hall and Towson University volunteer community. The Brashears live in Timonium in the home where her husband David was raised.

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 Assistant Vice President 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 joined KELLY in 2008, bringing 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 opened our DC offices over 15 years ago located at 11300 Rockville Pike, Rockville, MD.  Kelly opened our Virginia office 10 years ago located at 1593 Spring Hill Road, Vienna, VA.

 

Kelly has been with KELLY since 1996 and in the Health Insurance Industry since 1987. She is the past President of Greater Washington Association of Health Underwriters and past President of the Maryland Association of Health Underwriters. She is the past recipient of the "Person of the Year" award for “GWAHU.” 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 and Kelly & Associates Financial Services, Inc. Currently, David is President of KTBSPayroll and KTBSWorkComp, as well as Executive Vice President of Sales and Marketing for Kelly Benefit Strategies, the direct sales division of Kelly & Associates Insurance Group.  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 six children, David Jr., Patrick, Timothy, Caroline, Eyasu, and Gibitu. 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 President of Kelly Administrative Services and Executive Vice President and Senior Consultant of Kelly Benefit Strategies, 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 and currently serves on its Board of Directors. He is a Vietnam veteran and served 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, Jason successfully established the first satellite office for Kelly Benefit Strategies (KBS) outside the borders of Maryland in Wilmington, DE. Today, Jason and his staff serve the benefit needs of over 150 clients headquartered in the Northeast region, as well as Illinois and Florida. With over $80 million in annualized premium under management, the Delaware office, under Jason’s guidance serves employer ranging in size from sole proprietors to multi-state, multi-thousand employee companies.

 

In addition to his oversight responsibilities for KBS’ Delaware office, 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 “Wellness @ Work”. Jason was instrumental in establishing the KELLY ongoing educational series, KELLY University, educating customers and prospective customers about the latest in employee benefit issues.

 

Jason played a key leadership role in the establishment of the “Run 1, 4 Fun” children’s 1-mile mini-marathon, which was held annually in conjunction with the Delaware Marathon. He routinely speaks publicly on various employee benefit topics, and was an expert panelist at Nemours’ Conference on Child Health Promotion and discussed “The Business Case for Prevention” along with notable national wellness figures.

 

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

 

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 Vice President of New Business Development. His responsibilities include sales and production, strengthening the KELLY brand in the marketplace, and expanding relationships with new and existing clients. He also oversees KBS’s Executive Benefits and Kelly Advisory practice groups.

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 University in Maryland. In his free time, Brandon enjoys spending time with his family and friends, serving in the community and playing golf. He and his wife Amy have three children: Chloe, Timothy and Madison and reside in Towson, MD.

 

 In her role as Vice President of Strategic Initiatives & Communications, 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, and their daughter 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 18 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 High Tech Prayer Breakfast.  He is Chairman of the Board of the D.C. Fellowship of Christian Athletes Chapter and helps coordinate an annual thanksgiving turkey drive with the World Mission Extension Center that feeds over 5000 D.C. residents.  C.A.M. is also a proud and thankful cancer survivor.

 

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.