The Kelly Group Professional Happenings

The Coronavirus and Your Portfolio

At a time when we are being inundated with information about the Wuhan coronavirus and its effects on world economies and markets, I thought you might be curious about The Kelly Group’s take on all of this from an investment standpoint. Actually, if you’re a long-time...

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The Kelly Group attends CCSEFCU Members Dinner

On January 30th, Rick Fletcher and Michele Wolbert attended the annual Cecil County School Employees Federal Credit Union member dinner.  The Kelly Group is proud to serve as trusted financial advisors for the credit union's members for over 20 years.  Pictured with...

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The Kelly Group hosts 11th Annual View from the Top

On January 16, The Kelly Group held its 11th annual Economic Forum at Maryland Golf and Country Club. With an attendance of more than 230, including clients and guests, the event was once again highlighted—as it has been for all 11 years—by keynote speaker Anirban...

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The Kelly Group team travels to Cambridge, Maryland

On January 5-7, The Kelly Group traveled to Cambridge, Maryland for a semi-annual strategic planning session.  The two-day meeting allowed the team time to focus and discuss areas such as new technologies, streamlining processes and efficiencies, leadership, and ways...

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Rick and Vanessa Fletcher welcome their first grandchild

Congratulations to Rick Fletcher and his wife Vanessa as they became first time grandparents to beautiful Rosie Louise Fletcher.  Born to the Fletcher’s son Luke and daughter in law Annie, Rosie arrived on Saturday, November 30th at 4:30pm,  She is 19.5 inches long...

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Welcome Baby Boy Reep!

Congratulations to former Client Service Associate Jackie Reep and her husband Jason as they welcomed their baby boy Lucas Scott Reep (7lb, 12oz) into the world on Tuesday, November 5th.   We wish them and their entire family a lifetime of joy.

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Davis speaks at MACPA PFP Conference

On Tuesday, October 29th, Financial Advisor Jodi Davis gave a Social Security Planning presentation to 80 CPA financial planners at the annual MACPA Advanced Personal Financial Planning Conference held at Loyola University in Timonium.  The session provided the...

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Trick or Treat at The Kelly Group

  Our trick or treaters came early this morning.  Plaid Chad, Jake from State Farm, Tourist Tom and Joe "Scotty" Henninger all showed up at our door looking for candy!  We put them to work instead. HAPPY HALLOWEEN!

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Congrats and we’ll miss you, Jackie!

    On October 23rd, the entire Kelly Group team and family members gathered for a baby shower/farewell party for Client Service Associate, Jacqueline Reep, who is expecting a baby boy any day now and has elected to stay home and raise her family.   We wish her and...

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Kelly and Morlock attend PWM Conference

From October 2 - 4, Bryan Kelly (not pictured) and Kathi Morlock (above, right) 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...

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Kelly advisors attend Davis Forum in NYC

     On September 13, Rick Fletcher and Charlie Wolpoff attended an Investment Forum in New York hosted by Davis Advisors, one of the strategists The Kelly Group uses in its investment portfolios. Attending forums such as this is a vital part of our due diligence...

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The Kelly Group meets for team planning session

On Friday, July 19th, The Kelly Group met at the historic Brown Donaldson Mansion for our semi-annual offsite strategic planning session.  These sessions allow our team quality time to present on relevant financial planning topics and discuss how to better serve our...

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Bengel elected as board VP of Humane Society

  Nicole Bengel, Director of Client Service, was recently elected for a two year term as Vice President of the Humane Society of Harford County Board of Directors.  Her term begins July 1st.  Nicole has been on the Humane Society board since November 2017.  HSHC...

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A Kelly Group family wedding!

On May 26th, Operations Manager, Kathi Morlock and her husband Mike, walked their daughter Amy down the aisle as she married her fiance, Evan Klumpp.  The Kelly Group family wishes Amy and Evan many, many years of happiness together!

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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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