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.
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 June 6th, The Kelly Group joined Executive Vice President Rick Fletcher as he graduated as a member of the Harford Leadership Academy class of 2019. The HLA program, co-sponsored by Harford Community College and the Harford County Chamber of Commerce, is designed to promote the development of existing and emerging leaders in the community.