McKenzie Ebbesen, CFP®
McKenzie Ebbesen is a CERTIFIED FINANCIAL PLANNER® professional who provides holistic financial planning for her clients. Her role includes investment advice and retirement planning; cash flow management; and comprehensive tax planning. McKenzie’s passion is helping people live their best life possible by planning for the expected and unexpected, and preparing them financially to accomplish their goals during and after life. Her approach is education based. Because McKenzie is able to live out her passion and focus on what matters most in life, it’s her mission to give the same gift to her clients.
In addition to the CFP® professional designation, McKenzie Ebbesen is a graduate of Mesa State College, with a Bachelor of Business Administration degree, including a dual major in Finance and Business/Economics.She has previously instructed classes for the CFP® curriculum, volunteered in teaching high school students how to be good stewards of money, and presented multiple seminars about financial planning.
McKenzie spends her free time with her husband, Pierce, their two children, and two Labrador Retrievers in Valparaiso, Indiana. She also enjoys coaching and playing volleyball, being with friends, and volunteering.