About Us


The Kelly Group

In the business world, one is taught that an organization must follow a mission, believe in a vision, and hold onto core values. That sounds all well and good, but in the real world, mission, vision, and values too often remain mere words and fail to come alive. What is it that can translate an organization’s noble aspirations into reality? We believe it is the organization’s culture.

Yes, we provide below our own mission, vision, and value statements. But they would be meaningless without the culture that has organically developed inside of The Kelly Group since its inception in 1997. Our founders, Bryan and Bill Kelly, have made clear their commitment to:

Develop deep and meaningful client relationships reminiscent of those special relationships the best small town doctors once developed with their patients;
Unfailingly deliver state-of-the-art service; and
Provide unwavering support to our community.

Every member of The Kelly Group Team understands, believes in, and dedicates themselves to fulfilling these commitments. That is what we call The Kelly Group culture. And that is what breathes life into the words below.


To counsel and guide clients with wisdom and empathy, resulting in client behavior most conducive to achieving financial and life goals.


Our clients tell their loved ones, “If something happens to me, your first call should be to The Kelly Group.”


What We Believe In


Rewarding trust by utilizing all our resources to help our clients define and achieve their financial and life goals.


Saying what we mean and meaning what we say.


Listening to our clients, with our minds and our hearts.


Providing prudent, thoughtful advice based on extensive experience and expertise across multiple disciplines.


Working together for one common purpose: To provide unparalleled client service.


Maintaining deep roots in the community and a commitment to serve our clients and future generations.


Standing as a pillar of support for our vital institutions and for people in need.


Taking every opportunity to offer a helping hand, a receptive ear, a shoulder to lean on, or just a friendly smile.

When we founded the firm in 1997, we envisioned a practice different from others, a firm that would reflect the best of family and small town values—diligence, a facility to listen, a commitment to community, and a dedication to stewardship.


The Kelly Group Team

Bryan E. Kelly

Founding Partner

Chad T. Arrington


Rick A. Fletcher

Executive Vice President, Financial Advisor

Michele M. Wolbert

Vice President, Administration

Jodi M. Davis

Principal, ChFEBC℠
Financial Advisor

Chuck Wienckowski

Principal, CPA®/PFS, CDFA®, AEP®
Financial Advisor

Charles R. Wolpoff

Principal, CFP®, JD, LL.M, AIF®, ChFEBC
Director of Financial Planning and Research

Thomas J. Cusick

Financial Planner

Michael J. Bertrand

Director of Operations

Nicole Bengel

Director of Client Services

Joseph P. Henninger

Financial Planner

Jordan L. Heaps

Financial Planning Associate

Jacob P. Adkins

Financial Planning Associate

How Can We Help You?

We look forward to establishing a long and rewarding relationship with you, built on mutual respect and earned trust, and for the purpose of working together to create positive outcomes for Every Branch of Life.

Upcoming Events

The Kelly Group provides empowering education and information to clients and the community. At client events throughout the year, we address topical issues in casual settings that are interactive, energizing, and engaging. Members of our team also speak on a variety of important financial matters throughout the community, and teach adult continuing education courses at Harford Community College.