

The Kelly Group Supporting Our Community at the 4-H Livestock Auction
The Kelly Group always looks forward to the 4-H livestock auction at the Harford County Farm Fair. It’s an exciting event that highlights the tremendous time and effort dedicated young adults invest in raising quality and marketable farm animals. The auction both encourages the youngsters’ agricultural pursuits and fosters a deep sense of community.
Congratulations, Kelly Sauserman!
Kelly Sauserman, a former intern at Kelly Group, recently graduated from Indiana University with a Master of Science in Accounting. We are thrilled to announce that she has secured a position with the prestigious global firm KPMG and has already passed the first part of the CPA exams. Congratulations, Kelly!
Proud Sponsor of the Longest Putt Contest
The Kelly Group was pleased to sponsor the Longest Putt contest at the 2024 Harford Community College Foundation’s Summer Swing golf tournament
Congratulations to Hunter Sauserman & Claudia Bruce on Passing the CFP® Exam!
Our former summer interns Hunter Sauserman and Claudia Bruce have passed the Certified Financial Planner (CFP®) exam!
Katherine Kelly Elected to the Board of Harford Community College Foundation, Inc.
The Kelly Group is pleased to announce that Katherine Kelly has been elected to the Board of the Harford Community College Foundation, Inc. Her board position is for a three-year term through June 2027.
Collaborating with the Fidelity Investments Team
On June 17 – 18, The Kelly Group’s Service and Operations Team traveled to Providence, R.I. to collaborate with our designated service team at Fidelity Investments.
2024 Coaches vs. Cancer Golf Tournament
Kelly Group’s Founding Partner Bryan Kelly was pleased to participate in the 2024 Coaches vs. Cancer Golf Tournament on June 9th and 10th at Oak Hill Country Club in Rochester, NY.
Partner Chad Arrington attends PIMCO's Annual Due Diligence Meeting
The Kelly Group Partner Chad Arrington, CFP® recently attended PIMCO's June annual due diligence meeting at their headquarters in Newport Beach, California. PIMCO shared their optimistic outlook on bonds/fixed income and how they approach active management in this space.
Partner Chad Arrington Recognized at Harford County Chamber of Commerce’s Annual Dinner & Gavel Exchange
Partner Chad Arrington, CFP® attended the Harford County Chamber of Commerce's Annual Dinner & Gavel Exchange on Thursday, June 20th. He was recognized for completing two consecutive 3-year terms on the Board of Directors.
The Kelly Group Sponsors the 2nd Annual Freedom 5K, hosted by the Harford NAACP
The Kelly Group was proud to sponsor and participate in the 2nd Annual Freedom 5K hosted by the Harford NAACP. The event was held on Saturday, June 15th at the Ma & Pa Trail beginning at Annie’s Playground in Fallston. The funds raised will assist the organization in their mission of equity and fairness in Harford County. Representing The Kelly Group were Anika Jones and Michele Wolbert.
The Future is Bright with Another Kelly Group Family Graduation
On June 12th, financial advisor Jodi Davis and her husband Mark celebrated with their grandson Drew as he graduated from 5th grade. Drew and his classmates all donned sunglasses at the end of the event to show the world that “their future is bright”. Congratulations Drew!
Harford Sports Hall of Fame Induction Ceremony
On Wednesday, June 12th, Bryan Kelly attended the Inaugural Induction Ceremony of the Harford Sports Hall of Fame hosted by the Historical Society of Harford County. The event honored an incredible list of accomplished local Olympians, World Champions, world record holders, professional and collegiate athletes, coaches, and more.
Rick Fletcher Volunteers for the Harford Land Trust’s Kayak Poker Run
Rick Fletcher, who sits on the board of directors of the Harford Land Trust, had a rewarding weekend starting on Friday, June 7th, by honoring the retirement of Bill Amoss, a respected Harford County resident renowned for his contributions to our county and its land preservation.
Congratulations to Jacob Adkins, Graduate of the 2024 Harford Leadership Academy
On Thursday, June 6th, Financial Planner Jacob Adkins, CFP®, was joined by his family and several of his Kelly Group colleagues as he graduated from the 2024 Harford Leadership Academy. The Academy (HLA), co-sponsored by Harford Community College and Harford Country Chamber of Commerce, was created over thirty years ago to promote the development of emerging and existing leaders within Harford County.
The Kelly Group Sponsors the Golf Fore Africa 2024 Pennsylvania Pro-Am Fundraiser
Bryan Kelly and Chad Arrington participated in a second Golf Fore Africa fundraiser on Monday, June 3, 2024 at LedgeRock Golf Club in the 2024 Pennsylvania Pro-Am, sponsored by The Kelly Group. Their foursome was paired with LPGA pros Gina Kim and Ally Ewing. All monies raised from the event will help bring clean water to children and families in Africa.
The Kelly Group Sponsors the Char Hope Foundation’s “Rocking for Recovery”
On Saturday, June 1st, The Kelly Group was one of the lead sponsors of the Char Hope Foundation’s “Rocking for Recovery” event held at The Vineyard Farm in Bel Air.
Char Hope combines the 12 steps of addiction recovery with agricultural literacy, helping women get back on their feet while engaging in hands-on learning opportunities including homesteading, commodity marketing, gardening, equine therapy and exposure to general farm life.
Congratulations Jason Bertrand!
Congratulations to Jason Bertrand, son of Michael Bertrand and Denise Bertrand, on graduating from Towson University, earning a degree in Interdisciplinary Studies with a concentration in Animal Behavior.
2024 Harford County Good Scout Awards
On Wednesday, May 22, esteemed local attorney Albert J.A. “Jay” Young was honored with the 2024 Harford County Good Scout Award from the Boys Scouts of America Baltimore Area Council. The recognition is presented to those who consistently embody the fundamental principles of the Boy Scouts of America in their everyday lives, as articulated in the Scout Oath and Law.
Harford County Chamber of Commerce Mini-Golf Tournament
On Tuesday, May 21, members of The Kelly Group team participated in the Harford County Chamber of Commerce mini-golf tournament hosted by the Chamber’s Young Professionals Group. The event not only showcased our team's golfing prowess but also contributed to a noble cause, raising an impressive $3,000 to be awarded to Harford County students.