Jennifer MacKenzie

Jennifer is a well-rounded financial professional who transitioned to the Financial Services team in 2018 after joining the agency in 2014. Jennifer’s experience in financial planning, insurance, and banking has allowed her to build long-standing relationships with both individuals and businesses. Jennifer focuses on working closely with individuals in businesses throughout all stages of their financial lives whether it is planning for today’s financial concerns to developing long-term strategies for achieving their financial objectives. She believes that each individual, family and business have unique financial goals that require individually tailored solutions. Jennifer demonstrates a passion for helping her clients work toward their financial goals and dreams. She holds her FINRA Series 6, 7, 63 & 66 securities registrations, as well as her Life and Health Insurance and Variable Insurance Products licenses. She has earned the Chartered Retirement Plan Specialist designation.™ Jennifer earned her Bachelors degree in Business Administration from Lake Superior State University in 2008 and is a 2006 graduate of Leadership Little Traverse.