The Mackin's have pledged a minimum of 2% of revenue every year to causes that support our environment.
Yes, we have a fiduciary responsibility to put your needs first, but we're just engineered that way. Our family-first approach relies on transparency, one-on-one attention, and putting your interests ahead of our own.
Time to Brag: I started my career right out of college, at AXA Advisors in 2005. It was a great way to enter the financial services industry, being exposed to a corporate structure and a wide talent range of advisors. I learned that by operating as an independent Registered Investment Advisor, I could provide better/more transparent solutions, with more efficiency and confidence knowing I was able to do what was suitable for our clients. Our clients are fun, have values that are aligned with ours, and are confident they are on a path towards financial freedom.
What I do in my spare time: Yoga, golf, fish, sail, and travel the world.
A personal goal: To learn the saxophone.
Where I've been praised: Named Forbes/SHOOK "Best-In-State Next-Gen Advisors" August 2019 & "America's Top Next-Generation Wealth Advisors List" July 2017 & 2018.
Time to brag: As a double major in Psychology and Communications, I have always had a passion for working with people. Always looking up to Christopher as my older brother, I was intrigued with the life he had built for himself since he started his career, professionally and personally. I teamed up with Christopher in 2016. Embracing the Wealth Management Process we offer our clients, I understand all the ways we can help and provide value to people. It is beyond gratifying to know that our clients confide and put their trust in us to guide them in working towards smart decisions for their future.
What I do in my spare time: Traveling: exploring, beach days, boat trips, walks with my pup, spending time with our family, out-fishing Christopher, and living a healthy lifestyle.
A personal goal: To become fluent in a new language.
Our practice is comprised of successful individuals, like yourself, for whom we believe we can make a significant impact. When you choose to explore your financial goals in a conversation with us, we can together determine whether we're the appropriate team to help you work towards these goals. Please complete and submit the form below, so that we may become acquainted.