The Kelly Group places second in “Olympics”

The Kelly Group places second in “Olympics”

These Kelly Group “Olympians” grabbed the second place trophy at the annual Harford County Chamber Olympics held at The Arena Club on November 8th.   Our competing athletes were Tom Cusick, Jordan Heaps, Michael Bertrand and Jacob Adkins.  Chad Arrington, who sits on the Chamber’s Board of Directors, served as an event volunteer (and Kelly Group Team fan!)  Great job guys!

“Stirring Up The Dust!”

“Stirring Up The Dust!”

The Kelly Group was the lead sponsor of the 7th annual “Stir up the Dust” fundraiser and 15th anniversary celebration of Chesapeake Therapeutic Riding.  The organization, located in Street, Maryland, brings healing and learning to individuals and groups whose minds, bodies and spirits will benefit from the transformative connection between people and horses. Attending from The Kelly Group were Jodi Davis and husband Mark, Michael Bertrand and wife Denise and Nicole Bengel and husband Nick.  Jodi served on the anniversary planning committee.

Supporting Upper Chesapeake Health Foundation

Supporting Upper Chesapeake Health Foundation

     

On November 3rd, The Kelly Group sponsored and attended the 2018 Upper Chesapeake Health Foundation Starnight Gala at the Baltimore Marriott Waterfront Hotel.  The annual fundraising event helps the Foundation in its mission to support Upper Chesapeake Health (UM UCH) as it strives to provide our community with the finest healthcare and ancillary services around.

 

The Kelly Group & Key Title, Inc. hosted a dinner for Financial Internships

The Kelly Group & Key Title, Inc. hosted a dinner for Financial Internships

Four local businesses, Freedom Federal Credit Union, Harford Mutual Insurance Company, The Kelly Group, and Key Title, Inc., hosted a celebratory welcome dinner on September 19 at the Maryland Golf and Country Clubs in Bel Air for four Harford Community College (HCC) graduates who were selected as 4Financial interns.

Kristen Butler, Amy Glab, Jennifer Koscinski, and Damian Mancuso were awarded full year, paid internships through the new 4Financial Internship Program at HCC. They will be spending 12 months gaining marketable experience while learning about the financial services industry. At the dinner, the students learned the location of their first assignment. Kristen will begin a rotation at Freedom Federal; Amy, Key Title; Jennifer, Harford Mutual; and Damian, The Kelly Group. Students will begin their internships in October. Learn more

Cusick earns CFP designation

Cusick earns CFP designation

Congratulations to Tom Cusick, a Financial Planner with The Kelly Group, who officially became a CERTIFIED FINANCIAL PLANNER™ professional on October 28, 2018. He obtained this designation when he completed the third of three requirements—i.e., completing two years of related experience. He had finished the required course work in May 2016 and passed the rigorous exam November 14, 2017.

The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination covering the following areas:  the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.  CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.

 There are currently five CERTIFIED FINANCIAL PLANNER™ professionals on The Kelly Group team.