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.

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.

Congrats and we’ll miss you, Jackie!

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 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!!!

 

Kelly and Morlock attend PWM Conference

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 management, technology and leadership.