Kelcie has twelve 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, CERTIFIED FINANCIAL PLANNER® professional and Certified Exit Planning Advisor 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, CFP® and CEPA™ certifications, she currently holds the Series 7 and 66 securities registrations as well as active state Life and Health Insurance licenses.