Kenzie assists planners with day-to-day client support operations, and is involved in the financial plan writing process. Her degrees in finance and marketing led her to financial planning, where she looks forward to continuing her education and working closely with clients to help them achieve financial success. She will sit for the Certified Financial Planner exam in November 2021.
- Butler University Lacy School of Business (B.S. Finance and Marketing, 2020)
- College for Financial Planning (Degree in Paraplanning, 2020)
- Financial Planning Associate, Elser Financial Planning, Inc. (Since June 2020)