The Kelly Group News

The Kelly Group Team “wins silver medal”!

Nov 18, 2019 | Community

On Thursday, November 14th, The Kelly Group sponsored and participated in the annual Harford County Chamber of Commerce Olympics. Our team, Michael Bertrand, Jacob Adkins, Tom Cusick and Jordan Heaps claimed second place in the “grueling” physical and mental...

The Kelly Group spends an Evening in the Stacks!

Nov 4, 2019 | Community

On November 2nd, The Kelly Group was proud to sponsor and attend the 15th Annual “Evening in the Stacks” Harford County Library Gala. Attending on behalf of The Kelly Group were Katherine Kelly (right) and guest Alicia Palmere, along with (left to right) Rick and...

Trick or Treat at The Kelly Group

Oct 31, 2019 | Happenings

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!

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Welcome Baby Boy Reep!

Nov 6, 2019 | Happenings

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

Nov 4, 2019 | Happenings

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...

Congrats and we’ll miss you, Jackie!

Oct 28, 2019 | Happenings

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...