About Us

OUR CULTURE

The Kelly Group

In the business world, one is taught that an organization must follow a mission, believe in a vision, and hold onto core values. That sounds all well and good, but in the real world, mission, vision, and values too often remain mere words and fail to come alive. What is it that can translate an organization’s noble aspirations into reality? We believe it is the organization’s culture.

Yes, we provide below our own mission, vision, and value statements. But they would be meaningless without the culture that has organically developed inside of The Kelly Group since its inception in 1997. Our founders, Bryan and Bill Kelly, have made clear their commitment to:

Develop deep and meaningful client relationships reminiscent of those special relationships the best small town doctors once developed with their patients;
Unfailingly deliver state-of-the-art service; and
Provide unwavering support to our community.

Every member of The Kelly Group Team understands, believes in, and dedicates themselves to fulfilling these commitments. That is what we call The Kelly Group culture. And that is what breathes life into the words below.

OUR MISSION

To counsel and guide clients with wisdom and empathy, resulting in client behavior most conducive to achieving financial and life goals.

OUR VISION

Our clients tell their loved ones, “If something happens to me, your first call should be to The Kelly Group.”

OUR VALUES

What We Believe In

Stewardship

Rewarding trust by utilizing all our resources to help our clients define and achieve their financial and life goals.

Honesty

Saying what we mean and meaning what we say.

Empathy

Listening to our clients, with our minds and our hearts.

Wisdom

Providing prudent, thoughtful advice based on extensive experience and expertise across multiple disciplines.

Team

Working together for one common purpose: To provide unparalleled client service.

Stability

Maintaining deep roots in the community and a commitment to serve our clients and future generations.

Community

Standing as a pillar of support for our vital institutions and for people in need.

When we founded the firm in 1997, we envisioned a practice different from others, a firm that would reflect the best of family and small town values—diligence, a facility to listen, a commitment to community, and a dedication to stewardship.

OUR FAMILY

The Kelly Group Team

Bryan E. Kelly

CFP®
Founding Partner

Chad T. Arrington

CFP®
Partner

Rick A. Fletcher

CFP®
Executive Vice President, Financial Advisor

Michele M. Wolbert

FPQP
Vice President, Administration

Jodi M. Davis

Principal
Financial Advisor

Chuck Wienckowski

Principal, CPA®/PFS, CDFA®, AEP®
Financial Advisor

Charles R. Wolpoff

CFP®, JD, LLM
Director of Financial Planning and Research

Michael J. Bertrand

FPQP
Director of Operations

H. Nicole Bengel

FPQP
Director of Client Services

Kathi A. Morlock

Operations Manager

Joseph P. Henninger

Financial Planning Associate

Jordan L. Heaps

Financial Planning Associate

Thomas J. Cusick

CFP®
Financial Planner

Jacob P. Adkins

Financial Planning Associate

Jacqueline A. Reep

Client Service Associate

Betty L. Lam

Bookkeeper

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How Can We Help You?

We look forward to establishing a long and rewarding relationship with you, built on mutual respect and earned trust, and for the purpose of working together to create positive outcomes for Every Branch of Life.

Upcoming Events

The Kelly Group provides empowering education and information to clients and the community. At client events throughout the year, we address topical issues in casual settings that are interactive, energizing, and engaging. Members of our team also speak on a variety of important financial matters throughout the community, and teach adult continuing education courses at Harford Community College.