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Team

Kelcie Daniels, CFP®

CERTIFIED FINANCIAL PLANNERâ„¢

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.

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Kari VanHeulen

Office Manager

615-930-0033

kvanheulen@woodburyfinancial.com

Kari joined On Track Financial in 2018. She is married to Kevin and lives in Murfreesboro with her two chihuahua's. She has three grown children.
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Doug Towery

Financial Advisor

770-486-8454

dtowery@woodburyfinancial.net

Doug Towery, for whom Kelcie served an internship early in her career, has joined On Track Financial as our Atlanta-based financial advisor.

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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.
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