On Friday, September 7th, Kelly CPAs and Consultants was a proud sponsor of the Boots & Bow Ties Fundraiser for Harford Family House. CPA Lesley Lookingbill attended on behalf of the firm. Lesley serves as treasurer of HFH, a non-profit providing shelter to local families with children.
On August 18th, Chuck Wienckowski participated in the Mermaid Swim, an annual fundraising swim across the Bush River to raise money for the treatment of breast cancer patients at the Kaufman Cancer Center. The event has raised over $60,000 for the cause with no advertising. Thank you, Chuck, for supporting such a worthy cause!
The Kelly Group is pleased to welcome to our firm our new Executive Vice President, Rick Fletcher. Rick, who joined The Kelly Group on August 1, 2018, has more than 25 years of experience in the financial services industry, including roles as Regional Director for Edelman Financial Services and as Vice President Regional Planning Consultant for Fidelity Investments. More significantly, he also brings to The Kelly Group, a Bel Air-based financial services firm, the same passion for client service, community involvement, and stewardship of clients’ wealth exhibited by every TKG team member since our founding in 1997.
“We are thrilled by this addition,” says Bryan Kelly, co-founder and managing partner of The Kelly Group. “A leader in this industry and a long-time friend, he will be a trusted mentor to all of us, particularly our younger planners. As we continue to grow, Rick will play a vital role in helping us maintain the effectiveness of our processes and our laser-like focus on guiding clients toward their financial goals. Welcome, Rick!”
Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor. The Kelly Group and Cambridge are not affiliated. 54 East Gordon Street, Bel Air, MD 21014.
On August 9th, The Kelly Group attended the 210th Anniversary Celebration of McComas Funeral Homes, a 6th generation family owned and operated community firm. Our two firms have been collaborating for several years in bringing our Family Love Letter presentations to the local community. Pictured from left to right: Chad Arrington, Howard McComas IV, Michele Wolbert and Holly McComas.
Benjamin Kelly shows his pigs again this year at the Harford County Farm Fair.