Kelcie Crawford

As a Personal Assistant to Andrew Herpich, I specialize in fostering meaningful relationships between clients and their financial planners. With over seven years of experience in service industries and a background as a former financial service professional, I've transitioned into this role to promote a family-like atmosphere while ensuring our clients receive timely and organized support. My aim is to be a friendly liaison that helps clients navigate their financial journeys with confidence.

I pride myself on being relatable and attentive, ensuring that each client feels valued and understood. I am deeply committed to seeing our clients' long-term goals fulfilled, making consistency and care the cornerstones of my approach. Outside of work, I enjoy homesteading with my foster children and new baby, as well as sewing quilts and creating lasting handmade pieces that others can cherish.