Kelcie Daniels, CFP®
CERTIFIED FINANCIAL PLANNER™
She is especially gifted at connecting with her clients as well as explaining complicated concepts in easy-to-understand language to help them get on track financially.
A graduate of DePaul University’s Driehaus College of Business where she studied finance and graduated with honors, Kelcie has earned her Series 7 and Series 66 licenses and is a CERTIFIED FINANCIAL PLANNER™. She has ten years’ experience as an independent financial advisor.
In addition to having taken a keen interest in math and money matters from a young age, Kelcie competed in NCAA Division I Track and Field as a 400-meter hurdler and served her team as a captain. Running at this level, like financial planning, takes daily commitment to achieve success.
In her free time, Kelcie enjoys running, traveling, cooking, and spending time with her friends, family and pets (Cash and Sage).