On Monday, July 22, The Kelly Group sponsored and participated in the Harford Community College Foundation’s Summer Swing Golf Tournament which raises funds to provide much needed scholarships to our local youth. We are proud to have supported the event since 2008. Participating this year from The Kelly Group were (from left to right): Jordan Heaps, Bryan Kelly, Chad Arrington, Tom Cusick, Jacob Adkins and Hunter Sauserman (intern).
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 clients. The Brown Donaldson Mansion, located in Port Deposit and built in the 1930’s, is currently owned by the University of Maryland and serves as a conference center and event venue.
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 is an open admission shelter that serves the citizens and animals of Harford County. It takes in approximately 4,500 animals each year. The animals that HSHC cares for are typically lost, abandoned, abused, neglected, or surrendered by their owners. The shelter’s services include providing housing and care to homeless animals, public education and outreach, and tracking lost and found pets. HSHC also provides families the opportunity to adopt a companion animal that is in need of a permanent loving home.
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!
On Wednesday June 12th, 2019, Michael Bertrand was elected to the Foundation Board of The Arc Northern Chesapeake Region at their Annual Meeting at Water’s Edge Event Center. The Arc Northern Chesapeake Region works to empower people with differing abilities to live, work, and thrive in our community by providing support services for children, adults, and their families in Harford and Cecil Counties.