Tom Cusick, Cfp®
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Tom Cusick, Cfp® Email & Phone Number

Partner at The Kelly Group- Financial Planning and Wealth Management Services
Location: Harford County, Maryland, United States 8 work roles 3 schools
1 work email found @kellygrouponline.com 2 phones found area 848 and 212 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email t****@kellygrouponline.com
Direct phone (848) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
The Kelly Group- Financial Planning and Wealth Management Services
Role
Partner
Location
Harford County, Maryland, United States
Company size
23 employees

Who is Tom Cusick, Cfp®? Overview

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Quick answer

Tom Cusick, Cfp® is listed as Partner at The Kelly Group- Financial Planning and Wealth Management Services, a with 23 employees, based in Harford County, Maryland, United States. AeroLeads shows a work email signal at kellygrouponline.com, phone signal with area code 848, 212, and a matched LinkedIn profile for Tom Cusick, Cfp®.

Tom Cusick, Cfp® previously worked as Financial Advisor at The Kelly Group- Financial Planning And Wealth Management Services and Financial Planning Associate at The Kelly Group. Tom Cusick, Cfp® holds Master'S Degree, Advanced Financial Planning from Kansas State University.

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Email format at The Kelly Group- Financial Planning and Wealth Management Services

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*@kellygrouponline.com
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AeroLeads found 1 current-domain work email signal for Tom Cusick, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Tom Cusick, Cfp®

Have you tried taking a road trip recently without the aid of Google Maps or Waze? Sure, there are road signs meant to guide the way, but there is always that feeling of second guessing the turn you just made. And what happens when you leave the highway and start along backroads? It is not easy to navigate in life without some level of assistance. Too many families try to navigate their financial lives without any sort of road map or guidance. I strive to provide guidance and create a financial roadmap for families to follow to help them achieve their financial goals and objectives. Whether a family is saving for a far-off retirement and college education for their young ones, or a couple who is planning their retirement, I am there every step of the way to assist and adapt recommendations as their lives change. My love for financial planning is not just in the numbers (while I do enjoy math), but in the relationships, personal connections and trust I build with clients. I am humbled to share in the most intimate moments of clients’ lives. The excitement of a client finally given that promotion they have long deserved and helping them navigate the best use of their increased income. The heartbreak of a widow who lost her husband of 50+ years and holding her hand through the estate process. The joy in new parents trying to make sure they will have enough set aside when their newborn grows up and heads to college. And, as a Partner of The Kelly Group, I am fortunate to be a part of a diverse, deep, and experienced team just as dedicated to helping clients fulfill their most cherished goals and dreams.The Kelly Group provides professional customized financial planning and wealth management services, based on personalized attention, honesty, integrity, knowledge and experience. Our offices are located in Bel Air, Maryland, and we also meet virtually with clients via teleconference, video conference and webinar.To contact me, you can send me a personalized connection, email me at tom@kellyria.com, or check out kellyria.com.

Listed skills include Leadership, Microsoft Office, Teamwork, Microsoft Word, and 13 others.

Current workplace

Tom Cusick, Cfp®'s current company

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The Kelly Group- Financial Planning and Wealth Management Services
The Kelly Group- Financial Planning And Wealth Management Services
Partner
Maryland, United States
Website
kellygrouponline.com
Employees
23
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Company profile
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8 roles

Tom Cusick, Cfp® work experience

A career timeline built from the work history available for this profile.

Partner

The Kelly Group- Financial Planning And Wealth Management Services

Bel Air, Maryland, United States

At The Kelly Group, we aim to build a better community, individual by individual.We see ourselves in the same light as Norman Rockwell’s small-town doctor — helping to take care of our neighbors and community through the chapters of their lives, from the first years to the golden years and lots in between.Combining everyday values and today’s technology, we provide you and your family with guidance, perspectives and solutions to support you in reaching your goals.

Financial Advisor

The Kelly Group- Financial Planning And Wealth Management Services

Bel Air, Maryland

- Provide clients with a concierge-type experience for their wealth management and personal financial planning- Help families to achieve their goals and objectives while also maximizing their wealth- Areas covered by our holistic financial planning approach include: retirement planning, insurance planning, college planning, estate planning, charitable giving, legacy planning, employee benefits, business succession- Work closely with our deep and experienced team of financial planners, operations and client service professionals

Financial Planning Associate

The Kelly Group

Bel Air, Maryland

- Assist lead-advisor in data-gathering with clients, writing personal financial plans, presenting plans and monitor ongoing planning- Manage projects spanning Client Services, Operations and Financial Planning departments.

Dec 2016 - Oct 2018

Financial Professional

Axa Advisors, Llc

Columbia, Md

-Structure plans with individuals to manage risks, to retire, and to better manage the financial aspect of their lives.-Specialize in working with successful businesses to provide a unique personal advisor approach to corporate employee benefits.-Strategize with business owners in accumulating, protecting and distributing their wealth in a more tax efficient manner

Jul 2016 - Nov 2016

Summer Analyst

Citi

-Worked on the Process Engineering Project Management Team-Cataloged documents and built taxonomy for a Knowledge Management System for Electronic Banking -Created a timeline in Excel to track all 8 teams in Electronic Banking's projects -Communicating with senior managers to achieve these tasks

Jun 2015 - Aug 2015
Team & coworkers

Colleagues at The Kelly Group- Financial Planning and Wealth Management Services

Other employees you can reach at kellygrouponline.com. View company contacts for 23 employees →

CA Carrie Anderson, Ces™ Carrie Anderson, Ces™ Colleague at The Kelly Group- Financial Planning And Wealth Management ServicesJarrettsville, Maryland, United States View → MW Michele Wolbert Michele Wolbert Colleague at The Kelly Group- Financial Planning And Wealth Management ServicesHarford County, Maryland, United States View → JH Jordan Heaps, Cfp® Jordan Heaps, Cfp® Colleague at The Kelly Group- Financial Planning And Wealth Management ServicesBelcamp, Maryland, United States View → CA Chad Arrington, Cfp® Chad Arrington, Cfp® Colleague at The Kelly Group- Financial Planning And Wealth Management ServicesHarford County, Maryland, United States View → CW Charles Wolpoff Charles Wolpoff Colleague at The Kelly Group- Financial Planning And Wealth Management ServicesUnited States View → JA Jacob Adkins, Cfp® Jacob Adkins, Cfp® Colleague at The Kelly Group- Financial Planning And Wealth Management ServicesHarford County, Maryland, United States View → BE Bryan E. Kelly Bryan E. Kelly Colleague at The Kelly Group- Financial Planning And Wealth Management ServicesHarford County, Maryland, United States View → KS Keron Smith, Mba Keron Smith, Mba Colleague at The Kelly Group- Financial Planning And Wealth Management ServicesArlington, Virginia, United States View → CC Candace Clipper Candace Clipper Colleague at The Kelly Group- Financial Planning And Wealth Management ServicesKingsville, Maryland, United States View → KG Kara Gier Kara Gier Colleague at The Kelly Group- Financial Planning And Wealth Management ServicesUnited States View →
3 education records

Tom Cusick, Cfp® education

Education record

Calvert Hall College High School
FAQ

Frequently asked questions about Tom Cusick, Cfp®

Quick answers generated from the profile data available on this page.

What company does Tom Cusick, Cfp® work for?

Tom Cusick, Cfp® works for The Kelly Group- Financial Planning and Wealth Management Services.

What is Tom Cusick, Cfp®'s role at The Kelly Group- Financial Planning and Wealth Management Services?

Tom Cusick, Cfp® is listed as Partner at The Kelly Group- Financial Planning and Wealth Management Services.

What is Tom Cusick, Cfp®'s email address?

AeroLeads has found 1 work email signal at @kellygrouponline.com for Tom Cusick, Cfp® at The Kelly Group- Financial Planning and Wealth Management Services.

What is Tom Cusick, Cfp®'s phone number?

AeroLeads has found 2 phone signal(s) with area code 848, 212 for Tom Cusick, Cfp® at The Kelly Group- Financial Planning and Wealth Management Services.

Where is Tom Cusick, Cfp® based?

Tom Cusick, Cfp® is based in Harford County, Maryland, United States while working with The Kelly Group- Financial Planning and Wealth Management Services.

What companies has Tom Cusick, Cfp® worked for?

Tom Cusick, Cfp® has worked for The Kelly Group- Financial Planning And Wealth Management Services, The Kelly Group, Financial Planning Association (Fpa), Axa Advisors, Llc, and Citi.

Who are Tom Cusick, Cfp®'s colleagues at The Kelly Group- Financial Planning and Wealth Management Services?

Tom Cusick, Cfp®'s colleagues at The Kelly Group- Financial Planning and Wealth Management Services include Carrie Anderson, Ces™, Michele Wolbert, Jordan Heaps, Cfp®, Chad Arrington, Cfp®, and Charles Wolpoff.

How can I contact Tom Cusick, Cfp®?

You can use AeroLeads to view verified contact signals for Tom Cusick, Cfp® at The Kelly Group- Financial Planning and Wealth Management Services, including work email, phone, and LinkedIn data when available.

What schools did Tom Cusick, Cfp® attend?

Tom Cusick, Cfp® holds Master'S Degree, Advanced Financial Planning from Kansas State University.

What skills is Tom Cusick, Cfp® known for?

Tom Cusick, Cfp® is listed with skills including Leadership, Microsoft Office, Teamwork, Microsoft Word, Microsoft Access, Mobile Learning, Powerpoint, and Microsoft Excel.

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