McKenzie brings a wealth of experience and a client-first mindset to her new role with the CPB Capital Group, where she supports the team and clients with precision and care. In her day-to-day, she manages a broad range of responsibilities—from onboarding new client accounts and processing service requests to supporting internal operations and team initiatives. Her attention to detail and personable approach ensure that every client interaction is handled with professionalism and warmth.
Before joining this team, McKenzie served as a Financial Professional and a Registered Client Service Associate, where she played a key role in streamlining office operations and enhancing the client experience. She holds a bachelor’s degree in Economics and Entrepreneurship from The University of Oklahoma.
Originally from Texas, McKenzie returned home after college to be closer to family. She now resides in East Dallas with her husband, Bakker and their puppy, Okie. Outside of work, McKenzie enjoys staying active, traveling, and spending time with loved ones. She is also deeply committed to community service, having volunteered with women’s shelters, food drives, and charity races. Her passion for giving back has led her to support organizations like the Texas Advocacy Project and The Family Place. McKenzie is also an active member of Lake Pointe Church in Rockwall.