Managing Over
$200,000,000
Years of Experience
30+
CFP® Professionals
3
Collaborative Team
1
McKenzie Kleinhenz
CFP®
Title Here
Mckenzie is a CFP® with over 15 years of industry experience in a wide variety of roles. These positions include wealth management, sales, relationship management and operational trade support at some of the largest broker-dealers and asset management companies in the financial services industry. As a 1099 contractor for ClientFirst, she has a passion for financial planning and loves to help our clients.
McKenzie earned a degree from James Madison University where she majored in International Business and Finance. She currently lives in Nashville, TN with her husband and two daughters. When she is not working, you can find her traveling and enjoying the outdoors with her family.