Envisioning retirement is your job. Helping you get there is ours. Effectively planning for retirement can involve a variety of accounts and investments, including IRAs, employer-sponsored retirement plans, annuities, equities, mutual funds and insurance. I can help you develop a strategy for working toward your retirement goals.
My wife, Carrie, and I were Edward Jones clients first. The client experience with Edward Jones, and what led me to my career here, was the family-like culture. Carrie began her career as a branch office administrator at a local branch in 2010. I then joined Edward Jones as a financial advisor in 2011, opening the firm’s first branch office in Lusby.
My senior branch office administrator, Shelley Hall, joined the branch in 2013. She is dedicated to providing you with a high level of service. Please don’t hesitate to call on her with questions regarding your statement, dividends, online access, upcoming branch events or your account in general.
On a more personal note, Carrie and I have two children, Nick and Matthew. We have lived in Lusby since 2001. Outside of the office, I volunteer with the Knights of Columbus and coach little league football with the Solomons Steelers. Our family enjoys football, hockey and boating.
At Edward Jones, we’re focused on you. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Military Professionals & Veterans
- College Savings
- Insurance & Annuities
- Charitable Giving
My Personal Interests
- Coaching Sports
- Personal Fitness
Office Address224 Town Square Dr
Lusby, MD 20657
Phone NumberMike Kelly at (410) 326-2213
|Mon||By Appointment Only|
|Tue||By Appointment Only|
|Wed||By Appointment Only|
|Thu||By Appointment Only|
|Fri||By Appointment Only|
- Web Conferencing
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