Mackenzie likes to collaborate with clients to identify their long-term goals. Then help them make sense of their finances that puts them in a better position to realize their goals. He believes in ongoing two-way communication as financial goals and external factors can necessitate updating a financial plan. Mackenzie is a resident of North Kingston. A veteran of the U.S. Marine Corps as a mortarman and dog handler, Mackenzie was deployed to Iraq in 2008 and to Afghanistan in 2011. He is a CERTIFIED FINANCIAL PLANNER™ professional and has earned a bachelor's degree in business administration from the University of Rhode Island, a MS in business administration from San Diego State University, and an Executive Financial Planner Certificate from San Diego State University.
View Personal Bio