MacKenzie joined our team in April 2019 and brings nearly 15 years of investment experience helping both individuals and businesses meet their unique investment goals. He focuses on empowering clients to make informed tax-smart wealth management decisions while preparing for life’s most important moments:
- Retirement Income Planning
- Social Security Decision Making
- Highly Concentrated Stock in your Retirement Plan before Retiring
MacKenzie holds various professional designations including Certified Financial Planner CFP® and Financial Advisor and is licensed to help with life insurance, long-term care planning and annuities.
Growing up on a farm in Northern Wisconsin, MacKenzie learned the importance of being prepared for every season and having a plan to weather any financial situation.
Outside of work, MacKenzie is an avid outdoors man and enjoys canoeing, fishing, farming, hunting, archery, catching sunrises and sunsets.