We are proud to congratulate Lauren Madison, CFP®, Senior Financial Planner, on her graduation from the Harford Leadership Academy!

Join us in welcoming our Summer 2026 interns, Christopher Gaglione and Keegan Jensen to The Kelly Group!

We’re proud to honor a special milestone for the Anderson family as Carrie Anderson’s son, Doug, graduated from North Harford High School on May 29th.

The Kelly Group was proud to sponsor and attend the 2026 Harford County Good Scout Award Dinner, in recognition of this year’s honoree, Tamara Rush.

Members of The Kelly Group team recently attended the 49th Annual Military Appreciation Luncheon, and event created to honor the sacrifice of our military service members.

The Kelly Group was a proud sponsor of this year’s Taste of Harford event, held at Vignon Manor Farm on May 17th, 2026.

The Kelly Group was honored to support The Highlands School’s Derby Day Gala and celebrate three decades of transformation.

Anika S. Jones, Esq. has been named a 2026 Women of Influence by I95 Business Magazine, recognizing her leadership, integrity, and impact within our firm and community.

Rick Fletcher, CFP® and Jordan Heaps, CFP® recently attended Harford County’s Legislative Wrap-Up to hear directly from local leaders on key developments in Annapolis.

The Kelly Group’s Samantha Perrone and Julie Shearman recently attended Redtail University in Atlanta to learn more about how we can leverage our CRM to drive firm efficiency.

On April 11, The Kelly Group team members ran in the Susquehannock Wildlife Society Turtle Derby 5K at Hopkins Farm Brewery, raising funds for local conservation efforts.

The Kelly Group team participated in a self-defense class at Martin’s American Kenpo Karate School, building confidence and connection outside the office.

Rick Fletcher represented the Harford Land Trust at Harford County’s Arbor Day celebration, where more than 150 trees were planted at Swan Harbor Farm.

Featured in I95 Business, The Kelly Group announces Anika Jones as its newest partner, recognizing her leadership and supporting the firm’s long-term vision.

Our team was proud to sponsor the Harford County Farm Bureau Bull & Shrimp Roast and support the local agricultural community.

The Kelly Group was honored to support the 2026 Athena Leadership Awards and celebrate inspiring women making a meaningful impact in our community.

The Kelly Group welcomes Samantha Perrone as Executive Support and Compliance Associate, where she helps ensure a seamless experience for clients and the team.

Bryan Kelly, Tom Cusick, and Zach Smith attended the Dodge & Cox “Behind the Strategies” conference in San Francisco, reflecting on what nearly a century of disciplined investment stewardship can teach about building a lasting firm.

The Kelly Group was proud to support the Harford County Public Library festival, where Tom Cusick connected with families and helped promote literacy and community engagement.

Chad Arrington and Zachary Smith spoke with Virginia Tech financial planning students, sharing their career journeys, industry insight, and perspective on the planning process at The Kelly Group.