Team
Kelcie Daniels, CFP®
CERTIFIED FINANCIAL PLANNER™
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.
Elle Mears
Office Manager
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.
Oris Carballosa
Marketing
Oris loves technology. He manages our website and is responsible for all of our marketing materials.
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