We can help you with:
Are you ready to make better financial decisions? Schedule an appointment!
We normally book appointments three to four weeks in advance. Let us know if you need to discuss something urgently. Also let us know if you would prefer an in-person or remote appointment.
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.
Copyright © 2023 Catalyst Advisory Group - All Rights Reserved.
Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. CA Insurance License # 0F61406.
Check the background of this investment professional on FINRA’s BrokerCheck.
Content provided for information & education only. It is not meant to be a recommendation to buy or to sell securities nor an offer to buy or sell securities. No investment process is free of risk; no strategy or risk management technique can guarantee returns or eliminate risk in any market environment. There is no guarantee that our investment strategies will be profitable.
Licensed to sell securities in the following states: AK, CA, CT, IL, MI, NE, OH, OR, PA, TX, WA.
Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.