The Highland School’s Derby Day Gala 2026
The Kelly Group was honored to support The Highlands School’s Derby Day Gala and celebrate three decades of transformation.
Celebrating Partner Anika S. Jones, Esq. on Her Well-Deserved Recognition
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.
Harford County Legislative Wrap-Up Breakfast
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 Attends Redtail University CRM Training In Atlanta
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.