The Kelly Group News

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....

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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...

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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...

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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...

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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...

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Wienckowski attends PFP Summit

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...

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