

The Kelly Group Proudly Sponsored the Harford Land Trust’s Annual Kayak Poker Run
The Kelly Group proudly sponsored the Harford Land Trust’s Annual Kayak Poker Run—an event supporting land conservation and community connection.
Welcoming Summer Intern, Dylan Martinez, to The Kelly Group!
Join us in welcoming our summer intern, Dylan Martinez, to The Kelly Group!
Welcoming Summer Intern, Quinn Sutker, to The Kelly Group!
Please join us in welcoming our summer intern, Quinn Sutker, to The Kelly Group!
The Kelly Group Attends the Char Hope Foundation Surfing Recovery Corral
The Kelly Group proudly attended the Char Hope Foundations’ Surfing Recovery Corral on June 7th at The Vineyard Farm in Bel Air, MD.
Congratulating Jordan Heaps on His Graduation From the 2025 Harford Leadership Academy
The Kelly Group celebrated Jordan Heaps’ graduation from the Harford Leadership Academy, a program developing leaders across Harford County.
Welcoming Summer Intern William Ruff to The Kelly Group
Join us in welcoming the first of our summer interns, William Ruff.
The Kelly Group Attends the FPA of Maryland Symposium
The Kelly Group team joined fellow professionals for a day of insights and industry discussions at the FPA of Maryland Symposium.
Arc of Northern Chesapeake Region Annual After d’Arc Gala
The Kelly Group was a proud sponsor of the Arc NCR’s 20th Annual After d’Arc Gala—an evening of celebration and community at Water’s Edge.
Jacob Adkins, CFP®, Welcomes His Second Child, Adeline Louise Adkins!
Congratulations to Associate Advisor Jacob Adkins, CFP®, and his wife Shannon on the birth of their second child, Adeline.
The Kelly Group Proudly Sponsors the Harford County Chamber’s Annual Military Event
The Kelly Group was proud to sponsor the Harford County Chamber’s 48th Annual Military Appreciation Event at Aberdeen Proving Ground.
The Kelly Group Attends the Berkshire Hathaway Annual Meeting
Recently, eight members of The Kelly Group attended the 2025 Berkshire Hathaway Meeting, where Warren Buffett announced his retirement and shared enduring lessons on life and investing.
Welcoming Financial Planning Associate, Mike Pirolli to The Kelly Group
Join us in welcoming The Kelly Group’s newest Financial Planning Associate, Mike Pirolli!
The Kelly Group Attends the SARC Cinco de Mayo Bull, Oyster & Shrimp Roast Fundraiser
The Kelly Group was honored to support SARC at their Cinco de Mayo fundraiser, represented by Michele Wolbert and Mike Pirolli.
April ICYMI: The Kelly Group’s Financial Focus and Community Impact in Harford County
April was a month of growth and continued dedication to the values that guide our work. From helping clients navigate today’s complex financial landscape to celebrating team milestones, our focus remained on providing thoughtful guidance and giving back to the community with care.
Get to Know Lauren Madison, The Kelly Group’s First Female CFP®
Our recent i95 article details Lauren’s path and the impact she’s making on our community and our firm.
Congratulating Zachary Smith, CFP®, On His ChFEBC℠ Designation
Congratulations to Zach Smith, CFP® on earning his designation as a ChFEBC℠ Professional!
The Kelly Group Team Attends the Economic Outlook Event
The Kelly Group team proudly attended the exclusive presentation, during which Dr. Andy Bauer discussed current economic trends and Maryland-specific data.
Maryland Golf & Country Club ‘Coffee and Conversation’ Event
The Kelly Group proudly sponsored Harford Land Trust’s Coffee and Conservation, an event exploring how land conservation can support estate planning, cash flow, and lasting family legacies.
The Kelly Group Joins Maryland Money Power Day
Partner Tom Cusick, CFP®, and Associate Advisor Jacob Adkins, CFP®, recently attended Maryland Money Power Day on March 29th, providing pro bono financial planning to individuals and families in our community.
ICYMI: The Kelly Group in the Community in March
March was a meaningful month for The Kelly Group, marked by reflection, celebration, and community engagement. From honoring Maryland's rich history to supporting women leaders in our community, we remained grounded in our core mission: serving others with compassion, integrity, and dedication.