Kelcie has 10 years of experience in the financial services industry and joined the Bury Financial team in 2021. 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.
Whether you are looking for help with a company retirement plan or individual investment management, Kelcie’s experience and knowledge will serve you well.
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 holds the Series 7 and 66 securities registrations as well as active state Life and Health Insurance licenses. Kelcie lives in Columbiana with her husband Anthony and daughters Lena, Maria and Ava. The family attends Old North Church.