The Kelly Group News

The Highland School’s Big Event

The Kelly Group was once again the premier sponsor of The Highlands School’s “Big Event”, a day long fundraising event including golf, tennis, a 5k and pickle ball.  The money raised will go a long way towards the Highlands School’s mission to empower children with...

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The Kelly Group attends the Harford Awards

The Kelly Group’s Nicole Bengel and Rick Fletcher attended the annual Harford County Chamber of Commerce "Harford Awards" on Monday, September 17th at Water’s Edge Event Center.  Nicole sits on the board of directors of the Humane Society of Harford County.  The...

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Chuck swims for charity

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...

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Annual Premier Wealth Management conference

From September 12 – 14, Bryan Kelly, Michael Bertrand and Kathi Morlock attended the annual Premier Wealth Management conference in Hershey, PA.  The conference, attended by our peers in the mid-Atlantic region, included sessions on compliance, practice management,...

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Kelly CPAs supports Harford Family House

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...

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The Kelly Group welcomes Rick Fletcher

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...

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