Mike P. Kelly

Mike is working as an outside consultant to Cassa Wealth Management, P.C., providing outside solutions focused on Fixed Life Insurance Products.  His passion is working in a partnering capacity with Investment Advisors who focus on Comprehensive Financial Planning for their clients. Because of his experience in full scale financial planning, he has been able to offer our clients the potential benefits of reduced income taxes, increased inheritance, estate preservation and essentially building the “Perfect Legacy” through Life Insurance Solutions. 

Mike served as the Regional Sales Director for Midland National Life, supporting financial professionals in the state of New Jersey with comprehensive life insurance solutions for the past 10 years. He has 33 years in the financial services industry and is a frequent speaker and presenter on the multiple uses of life insurance. 

Mike got his start in the business in 1985, right out of college.  He worked for Northwestern Mutual for 20 years and two other carriers before joining Midland National.  He has experience as an Investment Advisor Rep (IAR)* and a Registered Principal.   His depth of experience includes financial planning, investments and life insurance.

Mike graduated from Eastern Connecticut State University in 1985 with a degree in Business Administration where he competed in men’s Baseball, winning the National Championship in 1982.  He holds his FINRA SERIES 6, 63, 66, 7 and 8 licenses through LPL Financial and his license in Life and Health Insurance.