The Kelly Group attends CCSEFCU Members Dinner

The Kelly Group attends CCSEFCU Members Dinner

On January 30th, Rick Fletcher and Michele Wolbert attended the annual Cecil County School Employees Federal Credit Union member dinner.  The Kelly Group is proud to serve as trusted financial advisors for the credit union’s members for over 20 years.  Pictured with Rick and Michele is Kim Wyre, the credit union’s CEO.

The Kelly Group hosts 11th Annual View from the Top

The Kelly Group hosts 11th Annual View from the Top

On January 16, The Kelly Group held its 11th annual Economic Forum at Maryland Golf and Country Club. With an attendance of more than 230, including clients and guests, the event was once again highlighted—as it has been for all 11 years—by keynote speaker Anirban Basu. Basu, one of this region’s most recognizable economists, again delivered an insightful and entertaining review of the local, national, and global economies and significant economic trends. Partners Bryan Kelly and Chad Arrington also shared their perspectives on The Kelly Group’s culture of service to clients and community.

 

The Kelly Group team travels to Cambridge, Maryland

The Kelly Group team travels to Cambridge, Maryland

On January 5-7, The Kelly Group traveled to Cambridge, Maryland for a semi-annual strategic planning session.  The two-day meeting allowed the team time to focus and discuss areas such as new technologies, streamlining processes and efficiencies, leadership, and ways to improve our client services.  Cambridge, a small town located in Maryland’s eastern shore region in Dorchester County, holds family history and great memories for Bryan Kelly who wanted to share its quaintness with the Team.

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.