MacKenzie delivers quality level of administrative and operational service to our clients. Always helpful and highly knowledgeable, her ongoing priority is to build strong and trusting relationships with our clients and to ensure they enjoy a dedicated and focused client experience.

MacKenzie also supports the business operations of our team, rebalances accounts and aids the financial advisors in reviewing accounts. She holds Series 7, 63, 9 and 10 securities licenses, and South Carolina life and health insurance licenses.

Her duties also include daily account trading, overseeing staff and office workflow, monitoring daily cash flow and incoming funds, and assisting clients with account-related questions.

Originally from Greenville, South Carolina, she lives in Greer with her husband Jake and their two dogs.