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Kristen MacKenzie is a CERTIFIED FINANCIAL PLANNER ™ with an undergraduate degree from the University of Connecticut and an MBA from the University of Colorado.  With nearly 20 years of experience in the financial services industry, both as a financial planner and a financial educator, she is an invaluable addition to our team. 

 Kristen also holds the position of Associate Professor for the College of Financial Planning.  In this role, she is responsible for the College’s Chartered Retirement Planning Counselor (CRPC®) designation as well as the Retirement Planning and Employee Benefits course in the Certified Financial Planner (CFP®) professional education program. 

Outside of work, Kristen enjoys spending time with her family, reading, cooking, quilting and being outdoors.

The Advisor's Resource for Financial Plans

Kristen MacKenzie