Makenna works closely with individuals and families to build customized financial strategies. She is passionate about providing clients with the information, tools, and resources needed to make confident financial decisions. Her approach emphasizes strategic planning, education, and personalized service.
Makenna brings valuable professional experience from her previous role as a Finance Team Specialist at FuelPositive Corporation. There, she supported financial operations and corporate planning initiatives, building a strong foundation for her current role in financial consulting.
She earned her Bachelor of Commerce degree in Economics and Finance from the University of Guelph and became a registered financial representative in 2025. Makenna lives in San Diego with her husband, Matt. Outside of work, she enjoys traveling, staying active, and spending time with friends and family.