Meet Our Financial Planning Team in Bel Air, Maryland
At The Kelly Group, financial planning is a team effort. From our home in Bel Air, Maryland, our financial advisors, planners, and client service professionals bring together different areas of experience to help individuals, families, and business owners make thoughtful financial decisions.
Teamwork is not work to us. It is a way of life. Our collaborative approach allows us to view your financial life from multiple perspectives. Depending on your needs, members of our team may provide guidance across retirement planning, investment management, estate and legacy planning, federal employee benefits, business succession planning, and other important financial decisions. We also collaborate with other professionals to make sure your financial plan is aligned with your goals.
Most importantly, we take the time to know the people behind the plan. The relationships we build with our clients, our colleagues, and the Harford County community are at the heart of how The Kelly Group has served clients since 1997.
Experience You Can Rely On
Experienced, Credentialed Professionals
Our team includes CFP® professionals and ChFEBC℠-certified advisors, bringing specialized knowledge to the financial decisions and opportunities our clients face throughout their lives.
Guidance for the Decisions That Matter
Whether you're preparing for retirement, navigating a major life transition, or planning for the next generation, our team brings experience across multiple areas of financial planning to help you make informed decisions.
Proud to Call Bel Air Home
Since 1997, The Kelly Group has been proud to call Bel Air home and serve those throughout Harford County. As we look toward becoming a 100-year firm, we’re committed to being here for the people we serve today, their families, and the generations that follow.
Meet Your Team
Bryan E. Kelly, CFP®
Founding Partner
Chad T. Arrington, CFP®
Partner
Tom Cusick, CFP®
Partner
Michele M. Wolbert, Principal, FPQP®
Executive Vice President, Administration
Anika S. Jones, Esq.
Partner
Michael J. Bertrand, Principal, FPQP®
Vice President of Trading, Operations & Portfolio Administration
Charles Wolpoff,
Principal, CFP®, JD, LLM, AIF®, ChFEBC℠
Director of Communications & Research
Rick Fletcher, CFP®, ChFEBC℠
Executive Vice President,
Financial Advisor
Jacob P. Adkins, CFP®
Associate Advisor
Jordan L. Heaps, CFP®
Associate Advisor
Zachary Smith, CFP®, ChFEBC℠
Associate Advisor
Lauren Madison, CFP®
Senior Financial Planner
Emily Smith
Financial Planning Associate
Candace Clipper, AIF®
Financial Planning Associate
Mike Pirolli, CFP®
Financial Planning Associate
Quinn Sutker
Financial Planning Associate
Caryn Ches, FPQP®
Financial Planning Associate
Will Ruff
Financial Planning Associate
Carrie Anderson, CES™
Senior Service and Operations Specialist
Julie Shearman, FPQP®
Service and Operations Specialist
Kara Gier
Client Service Specialist
Lauren Plakatoris
Client Service Associate
Isaiah Smith
Portfolio Analyst and Administrative Associate
Katherine V. Kelly
Community Relations Liaison
Samantha Perrone
Executive Support & Compliance Associate
A heartfelt thanks to our Kelly Emeritus team members.
We’re proud to recognize the lasting impact the Kelly Emeritus team members have had on The Kelly Group and the people we serve.
Start the Conversation
Choosing a financial advisor starts with finding people you feel comfortable talking to. If you'd like to learn more about The Kelly Group and how our team could support you, we'd be glad to get to know you.