ICYMI: The Kelly Group in the Community in January
As January comes to a close, The Kelly Group is embracing the winter season and stepping into the year with renewed focus and a continued commitment to serving our community.
With the holiday season behind us, we’re excited to build on our momentum and embrace new opportunities at our firm. This month was particularly exciting, as we celebrated multiple milestones and accomplishments within our Kelly Group family. Continuing into the new year, we look forward to strengthening our connections with our community and remaining committed to giving back.
Here’s a look at our highlights from this January!
Exciting Promotions at The Kelly Group
Join us in congratulating Michael J. Bertrand, FPQP® on his promotion to Principal at The Kelly Group! This role embodies the core values of our firm: wisdom, strength, integrity, and authenticity. Over the past two decades, Michael has demonstrated an unwavering commitment to our mission, excelling in roles from leading trading operations to mentoring team members. His empathy, dedication, and ability to inspire trust set him apart, making him a cornerstone of our team. Michael serves as a steward of our culture, not only in deed but also in title now, ensuring that the values we hold dear continue to guide us forward.
Congratulations Michael on your well-deserved achievement!
We are also proud to announce four additional promotions within our Kelly Group family!
Jacob P. Adkins, CFP® (pictured top left), was promoted to Associate Advisor. Jacob’s commitment to personal growth and his client-first mentality makes him a great asset to our team, and we're excited to see the impact he will continue to make in his new role. Congratulations, Jacob!
Jordan L. Heaps, CFP® (pictured top right), also earned his well-deserved promotion to Senior Financial Planner. Known for his thoughtful and innovative approach to financial planning, Jordan has been instrumental in crafting tailored solutions for clients and furthering our firm’s mission. Congratulations, Jordan!
Zachary Smith, CFP® (pictured bottom left), has recently been promoted to Senior Financial Planner. Zach's dedication to exceptional service has played a key role in strengthening our client relationships, and we are fortunate to have his expertise on our team. Congratulations, Zach!
Lauren Madison, CFP® (pictured bottom right), was promoted to Financial Planner. After passing the Certified Financial Planner exam in November of last year, Lauren has continued to grow and demonstrate her expertise in financial planning, providing invaluable support to our community. Congratulations, Lauren!
Interested in being part of our team? Check out our career page for openings!
Long-Term Investment Strategy with Partner Tom Cusick, CFP®
This January we had the opportunity to hear from Tom Cusick, CFP®, on the importance of staying disciplined and focused while investing. He encourages clients to focus on what's within their control: their decisions and commitment to a long-term approach. At The Kelly Group, we're here to support you through every market shift, ensuring you stay aligned with your goals and maintain a clear perspective. Listen at The Kelly Group's LinkedIn page.
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