The Kelly Group Team “wins silver medal”!

The Kelly Group Team “wins silver medal”!

 

On Thursday, November 14th, The Kelly Group sponsored and participated in the annual Harford County Chamber of Commerce Olympics.  Our team, Michael Bertrand, Jacob Adkins, Tom Cusick and Jordan Heaps claimed second place in the “grueling” physical and mental activities while volunteers Joe Henninger and Chad Arrington cheered them on.  Chad serves on the Chamber board of directors.

 

Welcome Baby Boy Reep!

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.

The Kelly Group spends an Evening in the Stacks!

The Kelly Group spends an Evening in the Stacks!

On November 2nd, The Kelly Group was proud to sponsor and attend the 15th Annual “Evening in the Stacks” Harford County Library Gala.  Attending on behalf of The Kelly Group were Katherine Kelly (right) and guest Alicia Palmere, along with (left to right) Rick and Vanessa Fletcher, Chad and Daria Arrington, Tom Cusick and fiancée Meredith Slavin.  Katherine Kelly serves on the Harford County Public Library Foundation Board of Directors.

Davis speaks at MACPA PFP Conference

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 financial professionals with information on assisting baby boomer clients with Social Security decisions.