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Financial planning doesn’t have to be boring. Clients depend on Mackenzie’s financial planning expertise, strong work ethic and practical approach, but they also love her enthusiasm. She strives to make financial planning as fun, educational and painless as possible while giving her clients the benchmarks and insight they need to understand their own financial health.
Mackenzie is a lifelong resident of the Pacific Northwest. She grew up in the Seattle area, and she now lives in the Portland area. She graduated from Oregon State University.
Before establishing her own firm, Mackenzie worked at Medical Professionals Financial Group and North Star Resource Group. She has worked with a diverse group of clients, but her love of animals has led her to specialize in financial planning for the veterinary industry.
Check the background of this investment professional on FINRA’s BrokerCheck.
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