Nora, daughter of financial planner Zach and his wife, Lauren, recently celebrated her first birthday! With a vibrant personality and a delightful mix of curiosity and independence, Nora is the quintessential “look but please don’t touch” child! Some of her favorite things in life right now are her Mama and Dada, watching her dogs play, eating cheese, and reading books—especially ones that mention ducks, which is also her favorite word.

Please join us in wishing Nora a very Happy Birthday!

From day one, Michele Wolbert has poured her heart and soul into The Kelly Group, and it's been amazing to witness her journey. Here's to a quarter-century of achievements, growth, and unwavering commitment.

Your hard work and passion are truly inspiring, and your contributions have made a significant impact. Thank you for your dedication, and here’s to many more years of success and fulfillment ahead!

In the wake of the recent gas explosion, our hearts go out to the families impacted by this tragic event. We understand that this is an incredibly challenging time, and we want you to know that you are not alone. The strength and resilience of our Bel Air community will help us endure this difficult period, and together we will begin the process of healing and rebuilding.

Please remember that it’s okay to lean on each other and seek support. Whether through friends, family, or community resources, there are people who care deeply about your well-being and are here to help.

Stay strong, and know that our thoughts are with you.

With deepest sympathy and support,

The Kelly Group

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.

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!

The Kelly Group was pleased to sponsor the Longest Putt contest at the 2024 Harford Community College Foundation’s Summer Swing golf tournament

Our former summer interns Hunter Sauserman and Claudia Bruce have passed the Certified Financial Planner (CFP®) exam!

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.

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.

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.

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, 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 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.

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!

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, 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.

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.

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.

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.