Welcome to the team Mackenzie

by | Nov 4, 2019 | News & Announcements

We are thrilled to introduce you today to the newest addition to the SRP team! Mackenzie Palmer has just joined SRP in September as a Client Relationship Associate after spending the last twelve years in the banking world. As a banker, Mackenzie enjoyed helping people in their day-to-day finances while reaching their long-term financial goals, and she looks forward to doing the same for SRP’s clients too. Mackenzie will assist in the day to day operations of Strategic Retirement Plans, providing support to Gabe and Ryan, and assisting clients. 

Mackenzie is recently engaged to her fiancé, Dan. They plan to get married somewhere sunny and warm at the beginning of next year! Mackenzie loves living her Montana lifestyle on 5 acres of land, surrounded by 10 head of cattle and her golden retriever, Charlie, who she loves to spoil. She enjoys spending time with her family and friends, and volunteering in the community.  

We are thrilled to add Mackenzie to our team here at SRP and we think you’ll love working with her too. We believe she is going to be a big part of our future success! Stop by anytime to say hello and welcome her to the SRP family.

Ready to Get Acquainted?

We offer a complimentary initial phone consultation with an advisor where we can tell you about our services and hear about your goals to see if our services are right for you. buttons_phone_call