Describes her role as a part-time financial advisor, counselor, problem-solver, storyteller, quarterback, mentor, and friend.
Joined Lido: 2024
Homebase: Dallas, TX
Professional Focus: From retirement to large purchases to charitable endeavors, she believes there is nothing more rewarding than watching someone's plans click into place. Her role is all about finding solutions to people's most sensitive, personal problems.
Education: B.B.A., Finance & Entrepreneurial Management, Texas Christian University
Previous Work Highlights: Began her career in Client Relations at Fidelity Investments, before moving on to serve as a Client Service Advisor for Sage Private Wealth Services.
Personal Facts: Despite being a proud Texan, Mckenzie lives for the mountains. In grade school, she was offered a spot on a ski team and may have spent the better part of a weekend attempting to convince her parents to fly her back-and-forth to Colorado.
