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.
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.
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!
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 husband Jason all the best and will miss her smiling face and bubbly and positive personality. Meanwhile, the team had some fun playing the baby bottle drinking contest while two year old Ruby Arrington showed them how a real pro does it!!!
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 management, technology and leadership.
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 process, but the meetings Davis Advisors holds every year are of particular value. At these forums, select advisors from across the country are given access to the top decision makers in the company—most significantly, Chris Davis, chairman and managing partner, and Danton Goei, co-managing partner. The forum also provides an opportunity to witness first-hand the depth and breadth of the Davis team’s investment talent and expertise, and to receive a thorough explanation and reaffirmation of Davis Advisors’ time tested and disciplined investment process. In addition, Chris shared insights he learned over the 50 years Davis Advisors has managed mutual funds along with investment lessons learned by his father and grandfather—highly successful and renowned investors in their own right–since 1949. Chris and Danton also discussed the processes they use and philosophies they adhere to in uncovering investment opportunities. The highlight of the forum every year—and this year was no exception—is an interactive Q&A session during which Chris and Danton field all questions raised, no holds barred. Topping off this year’s event, Rick and Charlie each had an opportunity to speak with Chris one on one to ask follow up questions of interest to The Kelly Group and our clients.