Jodi Davis was selected as one of the featured speakers at the Army Community Service (ACS) Military Saves Conference located at Aberdeen Proving Ground this week. ACS offers a wealth of resources for Soldiers, Families, Reservists, Retirees, and DoD Civilians. The conference was part of their Financial Fitness Series to address important financial literacy topics. Jodi provided two presentations, and on Tuesday, February 26 she spoke to attendees on Retirement Strategies for Baby Boomers, and the next day shared her expertise on Social Security Strategies for Retirement Planning.
University of Maryland Upper Chesapeake Health (UM UCH) has elected Bryan E. Kelly, CFP®, chair of the board. James M. Harkins has been elected vice-chair; Franklin J. Hajek, CPA, treasurer; and Richard P. Streett, Jr. V.M.D., secretary. They will serve two-year terms.
Kelly is a Certified Financial Planner™ and founding partner of The Kelly Group, a Bel Air-based firm that provides financial planning, wealth management and asset management services.
He serves on the board of directors for Harford Bank and the PIMCO Independent Advisory Council. He is past chair and vice chair of Harford Community College; a past board member of the Harford Community College Foundation and past chair of the Academy of Finance. He also served on the Financial Planning Association of Maryland and served as past co-chair of the University of Maryland Baltimore County (UMBC) Economics Advisory Council and past president and treasurer of the Maryland Association of Community Colleges.
A Darlington resident, Kelly has been involved with University of Maryland Upper Chesapeake Health for several years. He was appointed to the UM UCH, Hospital, Venture and UCH Foundation boards in 2013. He has served as treasurer of UM UCH and its hospitals’ boards of directors and chair of the Finance Committee. He is a former member of the University of Maryland Medical System’s Financial Affairs Committee. To read the rest of the article click here.
Lesley Lookingbill of Kelly CPAs attended the Harford Family House leadership breakfast on Giving Tuesday, November 27th. Lesley, pictured with fellow board members, serves as the treasurer on the HFH Board.
On Saturday, November 17th, Nicole Bengel and her husband Nick attending the Third Annual Soiree for the Phoenix Fund at the Harford County Humane Society. The Phoenix Fund helps fund procedures and tests that the shelter cannot perform in their facility. The event raised over $31,000 for the Phoenix Fund. Nicole serves on Board of the Humane Society.
These Kelly Group “Olympians” grabbed the second place trophy at the annual Harford County Chamber Olympics held at The Arena Club on November 8th. Our competing athletes were Tom Cusick, Jordan Heaps, Michael Bertrand and Jacob Adkins. Chad Arrington, who sits on the Chamber’s Board of Directors, served as an event volunteer (and Kelly Group Team fan!) Great job guys!
The Kelly Group was the lead sponsor of the 7th annual “Stir up the Dust” fundraiser and 15th anniversary celebration of Chesapeake Therapeutic Riding. The organization, located in Street, Maryland, brings healing and learning to individuals and groups whose minds, bodies and spirits will benefit from the transformative connection between people and horses. Attending from The Kelly Group were Jodi Davis and husband Mark, Michael Bertrand and wife Denise and Nicole Bengel and husband Nick. Jodi served on the anniversary planning committee.