With a passion for numbers, and a desire to help others, Kenzie assists our planners with day-to-day client operations and planning. Kenzie also oversees routine maintenance on client investment accounts and evaluates client portfolio transactions.

Kenzie is originally from Wisconsin, but moved to Indianapolis in 2016 to attend Butler University, where she earned a Bachelor of Science in Finance and Marketing. These degrees led Kenzie to personal financial planning, where she is able to combine both her analytical and interpersonal skills to help clients achieve financial success.

Kenzie resides in downtown Indianapolis, where she enjoys spending time with friends and exploring the city. You may also find her curled up on the couch reading a book, attending a concert, or cheering on her favorite teams – the Wisconsin Badgers & Packers.