The Kelly Group Professional Happenings

Rick Fletcher graduates HLA

On June 6th, The Kelly Group joined Executive Vice President Rick Fletcher as he graduated as a member of the Harford Leadership Academy class of 2019.  The HLA program, co-sponsored by Harford Community College and the Harford County Chamber of Commerce, is designed...

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Bertrand twins graduate

Michael Bertrand and his wife Denise celebrated two-fold last week as their twins Allison and Jason graduated from high school.  Allison graduated from Eastern Technical High School and Jason from Calvert Hall College High School.  Congrats to Allison and Jason!!!

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The Kelly Group supports The Close Foundation

On Friday, May 17th, The Kelly Group sponsored and attended the Close Foundation’s annual “Black Eyed Susan” fundraiser at Rockfield Manor.  The event attracted a record number of attendees who came out to support the Foundation’s mission of providing support to local...

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Luke Fletcher graduates from Liberty University

Executive Vice President Rick Fletcher and his wife Vanessa celebrated their son Luke as he graduated cum laude from Liberty University in Lynchburg, Virginia.  Luke received special recognition for entrepreneurship in Cinematic Arts for producing 12 commercial videos...

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Welcome Ava and Harper Arrington!

A very heartfelt congratulations to partner Chad Arrington and his wife Daria who welcomed twin girls Ava James (6lbs 1.5 oz) and Harper Elise (6lbs 12 oz) into this world on Saturday April 20th.  Mom and babies are doing well and Dad and big sister Ruby Leigh are...

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The Kelly Group welcomes 4FIN intern, Kristen Butler

The Kelly Group is pleased to welcome 4FIN intern, Kristen Butler.   Kristen is one of four Harford Community College students awarded a full year paid internship at four local financial services firms.  Each intern rotates quarterly to gain hands-on business...

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The Kelly Group hosts Town Hall

On Thursday, March 21, The Kelly Group held a Town Hall event for our clients on “An Investment Process for All Markets” at Maryland Golf and Country Clubs. The event featured Bryan Kelly, Founding and Managing Partner, who took attendees “behind the scenes” of how we...

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The Kelly Group hosts 10th Annual Economic Forum

On January 17, The Kelly Group held its 10th annual Economic Forum at the Maryland Golf and Country Clubs. Attended by more than 220 clients and other guests, the event was highlighted by keynote speaker and leading economist Anirban Basu. As he has done for our...

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TKG participates in 4FIN Internship program

Learning By Doing HCC 4Financial Internships Quadruple Student Work Experience I95 BUSINESS By Lisa Baldino Dec 12, 2018 Education + Research | Workforce Development Dianna G. Phillips, Ph.D., (right) president of Harford Community College, visits with...

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Henninger becomes CFP®

Congratulations to Joe Henninger, a Financial Planner with The Kelly Group, who passed his CFP® Certification Examination in November and is now authorized by the Certified Financial Planner Board of Standards to use the CERTIFIED FINANCIAL PLANNER™ and CFP®...

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Cusick earns CFP designation

Congratulations to Tom Cusick, a Financial Planner with The Kelly Group, who officially became a CERTIFIED FINANCIAL PLANNER™ professional on October 28, 2018. He obtained this designation when he completed the third of three requirements—i.e., completing two years of...

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Wolpoff speaks at MACPA conference

On Tuesday, October 23, The Kelly Group’s Charlie Wolpoff spoke on Legacy Planning at the MACPA’s annual Personal Financial Conference in Towson. Charlie discussed the significance of moving beyond basic estate planning with a Legacy Planning process. Legacy Planning...

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Kelly, Davis and Arrington attend FPA conference

From October 3rd through October 5th, Bryan Kelly, Jodi Davis, and Chad Arrington attended the annual Financial Planning Association conference in Chicago. The informative and educational conference included a talented line up of industry professionals. The...

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Annual Premier Wealth Management conference

From September 12 – 14, Bryan Kelly, Michael Bertrand and Kathi Morlock attended the annual Premier Wealth Management conference in Hershey, PA.  The conference, attended by our peers in the mid-Atlantic region, included sessions on compliance, practice management,...

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The Kelly Group welcomes Rick Fletcher

The Kelly Group is pleased to welcome to our firm our new Executive Vice President, Rick Fletcher. Rick, who joined The Kelly Group on August 1, 2018,  has more than 25 years of experience in the financial services industry, including roles as Regional Director for...

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TKG team travels to NJ for strategist visit

On Wednesday, July 11, ten members of The Kelly Group drove to Short Hills, NJ to meet with leading decision makers of Franklin Templeton, the parent company of certain of our strategists. The agenda—created specifically for The Kelly Group--included discussions with:...

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Tax reform seminar heavily attended

On June 27, The Kelly Group and Kelly CPAs and Consultants hosted an educational seminar for more than 100 clients and their guests on the tax changes resulting from the Tax Cuts and Jobs Act. Presenter Chuck Wienckowski addressed the new change law provisions that...

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The Kelly Group Breaks Ground

     On June 27, The Kelly Group broke ground for the upcoming addition to our 48 East Gordon Street building. One of two renovated historic buildings that house our firm (the other located next door at 54 East Gordon Street), it was formerly known as “Doc Hopkins’...

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