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. So, settle in, grab some of your Thanksgiving leftovers, and check out what The Kelly Group has been up to this November.

Join us in congratulating Lauren Madison for passing the Certified Financial Planner (CFP®) exam! 

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.

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.

The Kelly Group congratulates financial advisor Joe Henninger, CFP®, for obtaining his Master’s of Science in Personal Financial Planning.

The Kelly Group proudly sponsored and attended the Harford County Public Library's 20th Annual Gala, Cirque de Magie, on October 26 at the Abingdon Library, helping raise essential funds to support the Library's mission.

Michele Wolbert and Joe Henninger from The Kelly Group attended the Bel Air Annual Awards, which recognize excellence in design, construction, business impact, and community service.

On October 22nd, The Kelly Group attended the 2024 Harford Awards, hosted by the Harford County Chamber of Commerce, celebrating local businesses' achievements. As a past recipient in the service category, The Kelly Group exemplifies excellence in service and community engagement.

The Kelly Group participated in the Annual Bel Air Haunts and History Tour, showcasing the eerie charm of Bel Air. Docents Kara Gier and Tom Cusick shared captivating tales from the haunted history of the 54 East Gordon Street building!

The Kelly Group sponsored and participated in The Highlands School's "Big Event," which included a 5K race, a 1-mile walk, and tournaments in golf, pickleball, and tennis.

The Kelly Group was proud to sponsor and participate in the Greater Bel Air Community Foundation’s Annual Golf Classic on October 7th at Maryland Golf & Country Clubs.

Bryan and Katherine Kelly were beyond proud as they celebrated the marriage of their daughter, Georgia, to James Salter. The wedding took place on the Kellys’ picturesque West Acre Farm in Darlington on Saturday, October 12. After a honeymoon in Hawaii, the Salters will be living in Darlington.

The Kelly Group proudly sponsored and attended the Fourth Annual Harford Land Trust Party to Preserve on October 5th at Historic Swansbury in Aberdeen, supporting the trust’s conservation efforts in Harford County.

The Kelly Group proudly attended the inaugural CFP Board Connections Conference, held in Washington, DC, which brought together financial planning professionals, educators, students, and industry leaders.

Katherine Kelly and Michele Wolbert attended the 2024 Harford Community College President’s Circle Dinner, where The Kelly Group was inducted into the O’Connell Society for lifetime donations exceeding $50,000, supporting scholarships for students through the HCC Foundation.

In September, The Kelly Group supported local events such as the Albert P. Close Foundation fundraiser, the Harford County Public Library's Game Changers series, and the Historical Society's Annual Dinner. Our team also attended the Financial Planning Association Annual Conference. Read on for highlights of our community engagement and upcoming plans for the season.

Rick and Vanessa Fletcher represented The Kelly Group at The Historical Society of Harford County’s Annual Dinner, where they celebrated community engagement and heritage.

The Kelly Group is excited to welcome Candace Clipper as a Financial Planning Associate, bringing ten years of experience in the financial services industry. A graduate of West Virginia University, Candace is passionate about the company's community values and looks forward to contributing to both the office and the broader Harford County community. She resides in Kingsville with her husband, two sons, and rescue dog.

To learn more about our team click the link here:

https://www.kellyria.com/team

Several Financial Planners and Advisors from The Kelly Group recently returned from the 2024 Financial Planning Association Annual Conference in Columbus, Ohio, where they gained valuable insights on retirement planning, tax optimization, estate planning, and the latest technology tools.

The Kelly Group proudly attended the Retiree Appreciation Day at Aberdeen Proving Ground, supporting military families with financial planning and retirement resources.