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 View All | Professional | Community

Susquehannock Wildlife Society Turtle Derby 5K
Community Michele Wolbert 4/24/26 Community Michele Wolbert 4/24/26

Susquehannock Wildlife Society Turtle Derby 5K

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.

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The Kelly Group Team Learns Self-Defense at Martin’s American Kenpo Karate School
Community Michele Wolbert 4/23/26 Community Michele Wolbert 4/23/26

The Kelly Group Team Learns Self-Defense at Martin’s American Kenpo Karate School

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

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Harford County Arbor Day Celebration
Community Michele Wolbert 4/13/26 Community Michele Wolbert 4/13/26

Harford County Arbor Day Celebration

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.

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The Kelly Group Spotlight: Anika S. Jones, Esq., Partner
Professional Michele Wolbert 3/23/26 Professional Michele Wolbert 3/23/26

The Kelly Group Spotlight: Anika S. Jones, Esq., Partner

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.

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Sponsoring the Harford County Farm Bureau Bull & Shrimp Roast
Community Michele Wolbert 3/23/26 Community Michele Wolbert 3/23/26

Sponsoring the Harford County Farm Bureau Bull & Shrimp Roast

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

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The Kelly Group Attends the 2026 Athena Leadership Awards
Community Michele Wolbert 3/20/26 Community Michele Wolbert 3/20/26

The Kelly Group Attends the 2026 Athena Leadership Awards

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

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The Kelly Group Team Welcomes Samantha Perrone
Professional Michele Wolbert 3/10/26 Professional Michele Wolbert 3/10/26

The Kelly Group Team Welcomes Samantha Perrone

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

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Lessons in Long-Term Investing from Dodge & Cox
Professional Michele Wolbert 2/25/26 Professional Michele Wolbert 2/25/26

Lessons in Long-Term Investing from Dodge & Cox

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.

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Supporting Community Literacy at the Harford County Public Library Festival
Community Michele Wolbert 2/19/26 Community Michele Wolbert 2/19/26

Supporting Community Literacy at the Harford County Public Library Festival

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.

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Chad Arrington and Zachary Smith Speak at Virginia Tech FPA Event
Community Michele Wolbert 2/17/26 Community Michele Wolbert 2/17/26

Chad Arrington and Zachary Smith Speak at Virginia Tech FPA Event

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.

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Harford County Chamber of Commerce “State of Harford County Address”
Community Michele Wolbert 2/6/26 Community Michele Wolbert 2/6/26

Harford County Chamber of Commerce “State of Harford County Address”

The Kelly Group was proud to sponsor the Harford County Chamber of Commerce’s State of Harford County Address, joining local leaders and partners in supporting the continued growth of our community.

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Welcoming The Kelly Group’s Newest Partner, Anika Jones, Esq.
Professional Michele Wolbert 2/5/26 Professional Michele Wolbert 2/5/26

Welcoming The Kelly Group’s Newest Partner, Anika Jones, Esq.

Anika S. Jones, Esq. has been named Partner at The Kelly Group, recognizing more than 20 years of industry experience and her commitment to stewardship, client care, and helping guide the firm’s long-term vision.

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The Kelly Group Announces Three Team Promotions
Professional Michele Wolbert 1/29/26 Professional Michele Wolbert 1/29/26

The Kelly Group Announces Three Team Promotions

The Kelly Group is proud to announce three well-deserved team promotions! Join us in congratulating Zachary Smith, Lauren Madison, and Kara Gier.

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The Kelly Group Sponsors the LPGA Foundation 75th Pro-Am
Community Michele Wolbert 1/26/26 Community Michele Wolbert 1/26/26

The Kelly Group Sponsors the LPGA Foundation 75th Pro-Am

The Kelly Group team was proud to sponsor and attend the LPGA Foundation 75th Anniversary Pro-Am at Pebble Beach, a record-setting event advancing opportunity, confidence, and leadership for women.

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Darlington Elementary Community Partners Breakfast
Community Michele Wolbert 1/5/26 Community Michele Wolbert 1/5/26

Darlington Elementary Community Partners Breakfast

The Kelly Group team members were honored to join the staff and students of Darlington Elementary School for their Community Partners Breakfast on December 19th.

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The Kelly Group Attends Empower 4 Life’s Annual Holiday Drive
Community Michele Wolbert 1/2/26 Community Michele Wolbert 1/2/26

The Kelly Group Attends Empower 4 Life’s Annual Holiday Drive

The Kelly Group team recently attended the Empower 4 Life Annual Holiday Drive in Perry Hall on Friday, December 19th.

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 Now Available On-Demand: The One Big Beautiful Bill Act Webinar
Professional Michele Wolbert 12/18/25 Professional Michele Wolbert 12/18/25

Now Available On-Demand: The One Big Beautiful Bill Act Webinar

If you missed our December 2 webinar with advisors Chad Arrington, CFP®, and Tom Cusick, CFP®, the full recording is now available to watch on demand.

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Ebenezer Scrooge Shares A Holiday Reflection In I95 Business Magazine
Community Michele Wolbert 12/16/25 Community Michele Wolbert 12/16/25

Ebenezer Scrooge Shares A Holiday Reflection In I95 Business Magazine

Ebenezer made his return in this year’s I95 article, “The Gift of Time”. His reflection invites us to pause, step away from the noise, and reconsider the true value of time.

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Freedom Federal Credit Union’s Freedom Rocks: 2nd Annual Bull & Shrimp Roast
Community Michele Wolbert 12/12/25 Community Michele Wolbert 12/12/25

Freedom Federal Credit Union’s Freedom Rocks: 2nd Annual Bull & Shrimp Roast

The Kelly Group team had a wonderful time attending and supporting Freedom Federal Credit Union’s 2nd Annual Bull & Shrimp Roast at Boumi Shriners.

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Supporting The Highlands School Annual Big Event Golf Tournament
Community Michele Wolbert 12/11/25 Community Michele Wolbert 12/11/25

Supporting The Highlands School Annual Big Event Golf Tournament

The Kelly Group was proud to support The Highlands School at their Annual Big Event Golf Tournament on November 10th.

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