Makenna joined the Legacy Financial team in September of 2020, bringing enthusiasm and passion for servicing clients. One of her favorite things about working at Legacy Financial is building lasting relationships and hearing from clients about how they are reaching their financial dreams. Makenna provides direct support to our financial advisors and is responsible for establishing, maintaining, and building relationships while providing first-class personalized services.
Makenna earned a bachelor’s degree from Roger Williams University in Bristol, Rhode Island while competing on the varsity equestrian team. Although Rhode Island will always hold a sweet spot in Makenna’s heart, she always knew that she wanted to return to her home state of Vermont.
Some of Makenna’s favorite things to do outside the office include horseback riding, downhill skiing, boating, and golfing.