Kelcie has ten years of experience in the financial services industry and recently joined the Bury Financial team. She combines her experience as a Certified Public Accountant, Financial Advisor and CERTIFIED FINANCIAL PLANNER® professional to provide clients with a professional, tailored wealth management experience.
Kelcie is a proud graduate of Youngstown State University where she obtained a bachelor's degree in accounting. In addition to the CPA/PFS and CFP® certifications, she currently holds the Series 7 and 66 securities registrations as well as active state Life and Health Insurance licenses.
Kelcie lives in Columbiana, Ohio with her husband Anthony and daughters Lena, Maria and Ava. As a family, they attend Old North Church.