Client Service Associate
McKenzie 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. McKenzie graduated from Santa Clara University with a B.S. in Finance and currently resides in Newport Beach, CA. She is originally from Minneapolis, Minnesota and likes to play tennis, golf and spend time with family in her free time.