Kelcie Weller

Client Experience Facilitator

 Kelcie is a client experience facilitator with Cypress Private Wealth dedicated to upholding the mission and values of the organization. She has a passion for building strong relationships and trust with clients and is committed to providing superior service.

  Kelcie is currently studying for FINRA exams and pursuing her bachelor’s degree in finance. Additionally, she is passionate about motorcycles and cars, which has honed her skills in time management, problem-solving, and patience – all qualities that contribute to her success in the financial services industry.

Phone 626-710-3130
Fax 858-412-1322