Meet Makenna
Makenna is passionate about building meaningful relationships and providing an exceptional client experience. She believes the foundation of great service is listening first, communicating clearly, and helping clients feel confident and supported throughout their financial journey.
Originally from Upstate New York, Makenna earned her Bachelor of Science in Business Administration with a specialization in Finance from The Ohio State University. She holds both the Series 7 and Series 66 licenses and is dedicated to making financial planning approachable while delivering thoughtful, detail-oriented service.
Outside of work, Makenna enjoys staying active, traveling, spending time outdoors, and making memories with family and friends. She believes financial planning is ultimately about creating the freedom to enjoy the people and experiences that matter most.