Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

Team

Kelcie Daniels, CFP®

CERTIFIED FINANCIAL PLANNER™

615-930-0033

kdaniels@woodburyfinancial.net

Kelcie Daniels is passionate not only about positioning her clients to achieve their financial goals, but also in developing enduring relationships to help with the financial events that occur throughout life.

Read more

Elle Mears

Office Manager

615-930-0033

lauren.mears@woodburyfinancial.net

Elle joined the team recently as our new office manager. She is a woman of many talents. She is a talented vocalist and working towards getting her MBA in Finance.

Read more

Oris Carballosa

Marketing

615-439-7561

designs@koredesigngroup.com

Oris loves technology. He manages our website and is responsible for all of our marketing materials.
Read more