With more than five years of public accounting experience, Makenzie brings a well-rounded perspective shaped by her work in audit and advisory.

Starting her accounting career in audit, she expanded into consulting with a focus on ownership strategies and transitions. Today, she successfully leads advisory and succession planning engagements, specializing in transactional advisory and Employee Stock Ownership Plans (ESOPs). To that end, she co-hosts the “Journey to an ESOP & Beyond” podcast, helping business owners navigate the ESOP transaction process while highlighting its simplicity and dispelling common misconceptions. 

Makenzie combines a natural talent for translating complex financial concepts into actionable insights with exceptional client engagement skills to deliver meaningful results for her clients.