MacKenzie brings nearly 18 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.