The Kelly Group at the Farm Fair!

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The Kelly Group would like to thank Bryan Kilby of Jones Junction and Henry Holloway of The Mill of Bel Air for purchasing Benjamin Kelly’s pigs at this year’s Farm Fair. The Kelly Group is proud of our long term commitment to the local 4-H and our support of our agricultural community. We send best wishes to all of those young people showing their livestock this year at the Fair!

The Kelly Group sponsors Blues Festival


The Kelly Group sponsored and attended the Annual Blues Festival on Saturday, July 23rd at the Steppingstone Farm Museum in Havre de Grace.  Steppingstone is a private, not for profit museum which preserves and interprets the rural heritage of Harford County.  Attending from the Kelly Group were (pictured) Terri Dukes, Chad Arrington, Michele Wolbert (with guest Lyn Reeves).

The Kelly Group supports Homeruns for the Homeless

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The Kelly Group was a sponsor of the 8th Annual Homeruns for the Homeless on Wednesday, July 20th at Ripken Stadium.  Proceeds from the event went to Harford Family House, the largest provider of transitional housing for homeless families in Harford County.  Pictured with Lesley Lookingbill, CPA, are former Oriole Al Bumbry and the Aberdeen Ironbirds mascot, Ripcord.  Lesley serves as the Treasurer of Harford Family House.

Bryan Attends PIMCO Advisory Council

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For three days beginning June 22, Bryan Kelly visited the Newport Beach, CA headquarters of PIMCO, one of the world’s largest investment managers. Bryan was there to attend both PIMCO’s Advisory Council meeting and their annual due diligence conference. Bryan is one of a select number of advisors nationwide serving a two-year commitment on PIMCO’s Advisory Council. The purpose of the Council is to encourage candid conversations about its strategies and addressing client needs.

Michele attends Cambridge Investment Research, Inc. conference

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Michele Wolbert traveled to Fairfield, Iowa to attend the Cambridge Investment Research Office Solutions Workshop. The three day conference was an intense overview of the practice management tools and industry related resources available to Cambridge advisors and team members to better serve and assist our clients. Pictured with Michele is Luann Morton, Cambridge Operations Manager.