Kenzie serves as the Support Admin for the firm’s clients. She is located in Omaha, Nebraska and supports the team and our clients remotely.
Kenzie has always been interested in personal finance. Spending the last three years as a financial advisor, her goal is to always be thinking one step ahead. She graduated from University of Nebraska – Kearney with her MBA in 2019. She will graduate in May 2023 from Kansas State University with a Master’s Degree in Personal Financial Planning and Financial Therapy. She plans to sit for the CFP exam in July 2023. She loves to learn new things and is always looking for ways to streamline processes.
In her free time, she enjoys spending time with her dog, Meatball, spoiling her only nephew, completing puzzles, and being outside (when Nebraska weather permits it).