Senior Client Service Associate
Mikinzie is a member of the Beacon Pointe Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Her duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service. Prior to joining Beacon Pointe, Mikinzie worked at Madison Investment Advisors in Madison, Wisconsin and most recently was the Portfolio Operations Associate for Pacific Edge Advisors (which merged with Beacon Pointe in 2021). Mikinzie graduated from the University of Wisconsin-Whitewater with a bachelor’s degree in Finance. Outside of the office, Mikinzie enjoys hiking, practicing yoga and going to the beach.