President | Investment Advisor Representative with TFA
Mike Kelly graduated from Salisbury University with a BS degree in Business Administration in 1982. After spending 14 years in the Entertainment Business in Los Angeles, Mike got licensed with National Life of Vermont. On St. Patrick’s Day 1999, Mike officially opened Kelly Benefits and Kelly Financial Advisors in Annapolis Maryland where he had returned to raise his family.
For the past sixteen years, Mike has concentrated on helping companies navigate the different options available to them regarding their employee benefits and retirement planning needs.
Mike 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.
Employees find it extremely helpful to have one person to talk to regarding their health insurance, disability insurance, retirement planning, and individual investing needs. This is what sets us apart.
Mike is also an Investment Advisor Representative with TFA who works hard on keeping his clients focused on the long term to help them realize their financial goals. His clients are typically affluent or semi affluent individuals and families who desire ongoing professional assistance in the creation and implementation of strategies to reach their life goals.
Mike just celebrated 27 years of marriage with his wife Tina and they reside in Annapolis, Md. Mike is proud to welcome his son, Mike Jr, into the business in 2015. As the father of four other school aged 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. Feel free to contact me directly to set up a meeting to discuss new products and your future.