Kelly believes that all hard-working Americans deserve access to a transparent and fairly priced health care system. Health care tends to be something that we all purchase prior to knowing the price or quality. That’s simply unacceptable in today’s times. He is NOT a health insurance “generalist”. He IS a health care financing “SPECIALIST” and as America’s health care system continues to become more complex, confusing and costly, it’s more important now than ever to have the right strategic partner/advisor to help navigate these challenges for better health and well-being outcomes. His primary role as the firm’s President and CEO is to help each client evaluate their current situation and assess their goals, and then strategically build around those to deliver improved results in the areas of plan design optimization, financial efficiency and affordability, plan compliance and improved health care quality and results.
Kelly began his insurance career in March, 1990. Over the course of that time, Kelly’s primary concentration has been in all aspects of health insurance with the primary objective to help individuals and businesses make smarter financial decisions in the purchase of their health plans and other employee benefits. He and his wife, Jana, have been married since 1989 and have 3 daughters, 3 grandchildren, and two awesome sons-in-law. They both very much enjoy being a part of their children’s lives and activities.
Kelly is passionate about serving clients, developing the Financial Partners team and giving back to the community. Among running the day-to-day business activity of the Financial Partners firm, here is a list of the other industry and community activities that Kelly is involved with:
COMMUNITY Involvement:
INDUSTRY Involvement and Accolades:
AWARDS: