Personal Bio

Kelcie has ten years of experience in the financial services industry and recently joined the Bury Financial Group 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.

Personal Stats

Hometown Name

 Columbiana, Ohio

education

Graduate of South Range High School and earned a Bachelor’s degree from Youngstown State University

profession

Financial Advisor

industry

Finance

what are you passionate about

I love educating people about how to manage their finances and be good stewards of what has been entrusted to them.

fun fact

I have three sisters (one of them is my twin) and three daughters so my life is full of girls, and I wouldn’t have it any other way! 

“Each day feed your soul, feed your mind, feed your body well and you will have a good day.”