The Kelly Group Professional Happenings

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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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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