The Kelly Group supports Boys & Girls Clubs

The Kelly Group supports Boys & Girls Clubs

The Kelly Group was once again a proud sponsor of the Boys & Girls Clubs of Harford & Cecil Counties’ Annual Youth Celebration held at the HCC Arena on Thursday, April 5th. Attending on behalf of the firm were Nicole Bengel, Michael Bertrand and Michele Wolbert. Michele serves on the board of directors of the B&GC and has co-chaired the event for the past 5 years.

The Kelly Group attends Annual Chamber Dinner

The Kelly Group attends Annual Chamber Dinner

 

On February 15th, members of the Kelly Group attended the Harford County Chamber of Commerce Annual Dinner. The keynote speaker was Maryland Lt. Governor, Boyd Rutherford, who spoke at length on the state’s accomplishments in reducing unemployment, incentives to bring new businesses to Maryland and their focus on increasing spending on education. Attending on behalf of our firm were Charlie Wolpoff, Michele Wolbert, Nicole Bengel and Chad Arrington.

Strategic Planning Session

Strategic Planning Session

On Tuesday, February 6, The Kelly Group team members gathered for one of our semi-annual “offsite” meetings in which we address our firm’s long-term strategy and vision. Held at the Maryland Golf and Country Clubs, this “offsite” included a motivating recap of our very successful 2017, and a team exercise in creating parameters for productive and interactive group discussions. Our Advisors and Financial Planning Associates also conducted a deep dive review into our investment process. We find these out-of-office meetings to be an excellent means of maintaining our edge and helping keep our laser-like focus where it always should be—providing our clients with the best possible service.

Arrington and Wolbert complete Cambridge CI Program

Arrington and Wolbert complete Cambridge CI Program

From January 29 – February 1, 2018, Chad Arrington and Michele Wolbert travelled to the home office of our Broker/Dealer, Cambridge Investment Research, Inc. in Fairfield, Iowa to participate in Cambridge’s Imbedded Leadership and Continuous Improvement programs. The Kelly Group is dedicated to our mission of seeking opportunities to better serve our clients’ needs.

Economic Forum

Economic Forum

On January 18, more than 250 guests—including clients and friends of the firm—joined The Kelly Group for its 9th Annual Economic Forum.  The keynote speaker, as he has been for all the previous forums, was local economist Anirban Basu. One of the most recognized and popular economists in the region, Basu once again entertained and informed in his inimitable, witty style. The event, which has grown in attendance every year, was held at the Maryland Golf & Country Clubs.