Broker Check

Team

Kelcie Daniels, CFP®

CERTIFIED FINANCIAL PLANNER™

615-930-0033

kelcie@ontrackfinancially.com

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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Kathy Morris

Office Manager

615-930-0033

admin@ontrackfinancially.com

Kathy Morris spent the early part of her career in accounting, working for Deloitte and Vanderbilt University. Her passion for analyzing and reporting accounting transactions eventually transitioned to banking, where she built strong...

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