Team
Kelcie Daniels, CFP®
CERTIFIED FINANCIAL PLANNER™
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.
Kathy Morris
Office Manager
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...
Tyler Redmon
Intern
Tyler Redmon is currently studying to attain his Masters of Business Administration at Belmont University. In the office, he works as a go-between for clients and companies to help ensure the best service possible. He also manages...
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