Watching my (much) older siblings ambitiously head off to college and start careers over the years inspired my eagerness to eventually follow their lead and create my own version of success and value. Once at the university, I discovered the world of finance, with all its intricacies, and was quickly drawn to the details. Organization, order, and attention are among my favorite terms!
Finances are complex. It brings me much satisfaction to pull together the various pieces into a cohesive plan, which in turn provides a stronger sense of control and confidence to those with whom I work. Along the way are the many interesting stories and conversations shared that go into building our relationship and creating the important component of trust that my clients have both with me and with Cornerstone.
As an owner of Cornerstone, I am dedicated not only to the field of financial planning but also to supporting our local community. Additionally, we strive to maintain a healthy workplace that fosters personal and professional development.
When I’m not working, in the summer, you’ll find me on the water in a boat of some kind—any kind of water and any kind of boat! I own a John Alden Explorer, a wooden sailboat built in 1946. It requires much grit, sweat, and commitment to get her ready every year, but it has become a labor of love. I also welcome the opportunity to discuss oysters and their merroir. My husband Brendan owns a restaurant—The Shuck Station in Newcastle, Maine, and an oyster farm on the pristine Damariscotta River, Blackstone Point Oysters Co. I’m a winter skier, whether locally at Sugarloaf or other high peaks around the globe.
Mackenzie is a CERTIFIED FINANCIAL PLANNER® practitioner. She's also a member of the National Association of Personal Financial Advisors (NAPFA) and participates in the CFP Board's Women's Initiative, which works to address the under-representation of women among financial planners.
Prior to joining Cornerstone, Mackenzie worked at UBS Private Wealth Management in Boston. Before that, she was a portfolio manager at SMI Management and Research in Damariscotta, Maine. She completed her Financial Planning coursework at Boston University and received her certification in 2013. Mackenzie graduated Magna Cum Laude from Roger Williams University with a Bachelor of Science in Financial Services.
