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Our People As stated in our mission, the “People of KELLY” make the unique difference, and we are committed to acquiring, developing and maintaining the most talented men and women in the benefits business. As a result, we are an organization of highly motivated, creative, solution-oriented people of character who are passionate about serving our clients with excellence. The Honorable Francis X. Kelly, Jr. Founder/Chairman | |  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. _____________________________ 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 _____________________________ | | | Francis X. (Frank) Kelly III Chief Executive Officer Kelly & Associates Insurance Group, Inc. Kelly & Associates Financial Services, Inc. KTBSPayroll/KTBSWorkComp Kelly Integral Solutions, LLC | | 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. _____________________________ 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 Kelly cousins fuel season opening win for Calvert Hall _____________________________ | | | David Kelly President of KTBSPayroll President of Kelly and Associates Financial Services, Inc. Executive Vice President of Kelly Benefit Strategies | | 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. _____________________________ Learn more about David Kelly: Calvert Hall lacrosse features a Kelly dynasty Kelly cousins fuel season opening win for Calvert Hall _____________________________ | | | Deborah Saneman, CPA Chief Operating Officer of KTBSPayroll | | As the Chief Operating Officer of KTBSPayroll, Deborah is responsible for leading the integrated operational activities of KTBSPayroll, directing the senior payroll management team, developing corporate payroll policies, interacting with sales and marketing , and spearheading new product development. For the majority of her time at KELLY, Deborah was Senior Vice President of Finance & Accounting and Corporate Controller, which included being responsible for broker compensation, account reconciliation, billing, and carrier remittance. She has been vital to the growth of the KELLY organization and has been an integral part of the development and success of KTBSPayroll since its inception in 2005. Deborah has been in the health insurance industry for nearly 20 years and with KELLY since 1993. She received her Bachelor of Science degree in Finance from Salisbury University and is a certified public accountant. | | | Michael Kern Vice President of KTBSWorkComp | | In 2006, Mike joined KTBSPayroll as Vice President of Workers’ Compensation. Mike developed, launched, and leads the KTBSWorkComp division which integrates with KTBSPayroll to offer pay-as-you-go Workers’ Compensation. Mike has over 20 years of property & casualty experience, with a focused expertise in the workers’ compensation arena. Mike’s insurance experience includes carrier, wholesale, and retail management roles. Mike’s diverse background has helped him build a KTBSWorkComp team which meets the broad needs of KELLY’s clients and broker partners by coupling extensive carrier offerings with one of the most diverse distribution networks in the Payroll marketplace. Mike graduated magna cum laude from Lycoming College with a B.A. in Business Administration and a B.A. in Economics, and was a CoSIDA 1st Team Academic All-American football player. Mike and his wife, along with their two children, live in Baltimore, MD. | | | Stacy McCue Vice President, Payroll Account Services | | As the Director, Payroll Account Services, Stacy’s focus is on KELLY’s payroll and benefit clients. Stacy takes a strategic approach for accounts advocacy to ensure the successful integration of payroll and benefits, with a great deal of emphasis on Customer Service. Stacy joined KELLY in 1999. She spent eight years overseeing KELLY’s dedicated service team, KELLY Call Center and Customer Integration teams before transitioning to KTBSPayroll. She received her Bachelor of Arts degree from Towson University and a Masters in Management from the College of Notre Dame of Maryland. | | | Heather Breed Director, Tax & Compliance | | As the Manager of Payroll Services, Heather oversees the daily functions of the payroll processing team. Heather joined KELLY in 2009 and brings both payroll processing experience as well as payroll tax knowledge with her. She has her Bachelor of Science degree from the Martin J. Whitman School of Management at Syracuse University. | | | Jenni Soumah Manager of Payroll Services | | Manager, Payroll Services As the Manager, Payroll Services, Jenni’s focus is on KELLY’s existing payroll clients. Jenni leads the processing team to ensure successful payroll processing, and works with clients to resolve escalated issues, with emphasis on providing individualized solutions for specific client needs. Jenni has over 10 years of Payroll and Human Resource experience and was a client of KELLY for 2 years prior to joining KTBSPayroll in 2008 as a dedicated payroll representative. She became Manager, Payroll Services in 2011. Jenni and her husband, along with their three children live in Harford, MD. | | | Kristi Weierbach Manager of Payroll Implementation | | As the Manager, Payroll Implementation, Kristi’s focus is on KELLY’s new payroll clients. Kristi leads the implementation team to ensure the successful implementation of new payroll clients, provides unique solutions to client needs, and oversees the HR Support Services. Kristi has over 10 years of Human Resource and Payroll experience, and was a client of KELLY’s for two years prior to joining the KTBSPayroll team in 2011. She received her Bachelor of Science in Accounting and Masters in Business Administration degrees from Penn State University; and she is currently pursuing her PhD in Organizational Management with a specialization in Human Resources. Along with her child and husband, Kristi lives in York, PA with their three dogs. | | |
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