Broker Check

Working with a Female Advisor

Managing financials can be especially challenging during traumatic life events. Through several experiences working with clients who have been through divorce or the loss of a spouse, Kelcie Daniels has developed a passion for working with female clients.

Difficult life events often adversely affect a person’s financial situation. Kelcie’s ability to connect and empathize with her clients during their time of need has been personally rewarding. Whether clients are experiencing a difficult time and need financial guidance, or they are career women trying to juggle it all, On Track Financial is a place they can feel welcomed and empowered throughout the process.


Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.