With over twelve years in the financial services industry, Kelcie brings a wealth of expertise as a Certified Public Accountant, Wealth Manager, CERTIFIED FINANCIAL PLANNER® professional, and Certified Exit Planning Advisor. Her comprehensive approach to financial planning helped to ensure that each client receives a tailored and holistic strategy that aligns with their unique goals and needs. Her expertise in exit planning specifically enables her to guide business owners through the complex process of preparing for a successful sale or transition of their business.
Kelcie earned her bachelor's degree in accounting from Youngstown State University and has since achieved several certifications, including CPA/PFS, CFP® and CEPA™. She also holds Series 7 and 66 registrations through LPL Financial and maintains active state Life and Health Insurance licenses.
Beyond her professional achievements, Kelcie has a passion for gardening. Her bouquets often adorn the office, adding a touch of natural beauty to the workspace.
Kelcie and her husband, Anthony live in Columbiana, Ohio, with their four children, Lena, Maria, Ava and Si. They are a licensed foster family and have opened their home to many children in need, leading to the adoption of two of their children. They actively serve as members of Old North Church in Canfield.