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.
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.
On January 8 – 10, 2018, Chuck Wienckowski attended the 2018 AICPA Personal Financial Planning Summit in Rancho Palos Verdes, CA. The event is a gathering of industry leaders and experts providing an opportunity for learning and discussion concerning the ever-changing landscape of financial planning. Chuck observed, “One of the best features of the Summit is the intimacy, with roughly 125 planners all getting to know each other and form an instant community. With dedicated time to interact with each other, this collaboration of some of the most experienced minds in the financial planning profession allowed us to dive deep into practice issues, client opportunities and leadership.” Pictured with Chuck are author and presenter Judith Glaser; and facilitator, TV business host and blogger, Jill Schlesinger.
On December 5th, The Kelly Group held a meet and greet event for more than 100 clients of Roy Meyers and Associates, Ltd. at The Maryland Golf and Country Clubs. A long-time friend of Bryan and Bill Kelly, Roy has incorporated The Kelly Group into his succession strategy. As he transitions from his tax and accounting practice, and devotes a greater portion of his time to Wealth Management, The Kelly Group will help supplement his firm’s Wealth Management services. At the same time, we are honored that he has chosen Kelly CPAs and Consultants, LLC as the successor to his tax practice. Roy’s wife, Peggy, spoke on behalf of Roy (who did not attend due to illness). Thanking attendees for their steadfast loyalty, she looked back at the firm’s impressive history, and forward to this new relationship. Peggy conveyed Roy’s high degree of confidence in The Kelly Group, and his conviction that his clients will find that the Meyers and Kelly firms—both based in the heart of Bel Air—share a common commitment to maintaining a culture of high quality, client-first service. Bryan Kelly concluded the enjoyable evening by introducing to Roy’s clients the members of our deep, diversified, and talented Kelly team.
The Kelly Group would like to wish all of our clients and friends a very safe and Happy Thanksgiving holiday. We are grateful for your continued trust in our firm.
Our offices will be closed on Thursday and Friday, November 23rd and 24th so that our team can spend time with their loved ones.