ICYMI: The Kelly Group in the Community in November
It’s the season for gratitude, and we want to take a moment to say “thank you” to our community – both in our firm and in our community at large. We are so grateful for all the incredible people we’re fortunate enough to know and serve.
This month was full of excitement: not only did two of our team members achieve major career milestones, but we also participated in and sponsored multiple fundraisers and galas benefitting local nonprofits and programs.
So, settle in, grab some of your Thanksgiving leftovers, and check out what The Kelly Group has been up to this November.
Professional Updates for The Kelly Group
Congratulations to The Kelly Group team members Joe Henninger and Lauren Madison for achieving major career milestones this month!
Financial Planner Joe Henninger, CFP®, obtained his Master’s of Science in Personal Financial Planning through The College for Financial Planning, taking a Behavioral Finance pathway called “Client Psychology and Communication”! This pathway provides students with a more detailed understanding of behavioral finance, client psychology, and improved communication skills while also focusing on personal financial planning. Joe completed his coursework within 10 months.
In addition, Financial Planning Associate Lauren Madison passed the Certified Financial Planner (CFP®) exam! Lauren has a Bachelor of Arts in human communications with minors in business administration and psychology from Salisbury University, as well as a Masters of Business Administration. She also obtained her Master’s in Personal Financial Planning through Kansas State University.
Join us in congratulating them both for their achievements!
The Kelly Group danced the night away at the Upper Chesapeake Health Foundation’s biennial Starnight Gala
The Kelly Group proudly sponsored the Upper Chesapeake Health Foundation’s biennial Starnight Gala, which took place on November 2nd at the stunning Marriott Harbor East in Baltimore.
This remarkable event successfully raised essential funds for Cancer LifeNet, a vital program at the Patricia D. and M. Scot Kaufman Cancer Center in Bel Air. Representing The Kelly Group were Bryan and Katherine Kelly, Chad and Daria Arrington, Michele Wolbert with guest Jay Joyner, Michael and Denise Bertrand, and Jacob and Shannon Adkins. Notably, Bryan Kelly serves as the Chairman of the University of Maryland Upper Chesapeake Health Board of Directors.
The evening was not only a celebration of community spirit but also a significant milestone in fundraising efforts, contributing to the ongoing support for those affected by cancer in our region.
The Kelly Group’s Michele Wolbert and Anika Jones put on their detective caps at CASA of Harford County’s murder mystery fundraiser dinner
On Friday, November 8th, The Kelly Group proudly sponsored and participated in a captivating murder mystery fundraiser dinner organized by CASA (Court Appointed Special Advocates) of Harford County.
Hosted at Jarrettsville Gardens, the event attracted numerous aspiring detectives eager to unravel the mystery while supporting a vital cause. Anika Jones and Michele Wolbert from The Kelly Group, accompanied by guest Jay Joyner, enjoyed an evening filled with intrigue and entertainment.
The Kelly Group celebrates a Rockin’ Night with Freedom Federal Credit Union’s Freedom Rocks ‘24
The Kelly Group proudly served as the Headlining Sponsor for Freedom Federal Credit Union’s inaugural “Freedom Rocks ‘24” event, which took place on November 16th at the Boumi Shriners in Rosedale.
This exciting fundraiser was organized to benefit The Freedom to Help Foundation, a non-profit established by Freedom FCU in 2023, dedicated to supporting individuals and organizations within our community. Representing The Kelly Group at this “rockin” event were Bryan and Katherine Kelly, Jodi and Mark Davis, Michael and Denise Bertrand, Rick and Vanessa Fletcher, Anika Jones, along with guest Shaniqua Henry and Michele Wolbert, accompanied by guest Terri Wolbert.