McKenzie Kruse-Pillsbury, ABFP®, ChFEBC ℠
Investment Advisor Representative
McKenzie Kruse-Pillsbury is a Financial Coach at LifeTyme Financial, where she provides education and guidance to help clients better understand their financial decisions and available planning options. She joined the firm in January 2023 and works with individuals and families to support informed, intentional financial decision-making.
McKenzie brings over a decade of professional experience from the healthcare industry, including 11 years in clinical settings with 10 years specializing in complex heart and vascular procedures. This background informs her detailed-oriented and client-focused approach, emphasizing clear communication, risk awareness, and thoughtful planning.
She graduated with honors from Ottawa University in 2019 and is currently pursuing a Master's degree in Financial Planning. McKenzie holds the Accredited Behavioral Finance Professional ® (ABFP®) designation, which focuses on the behavioral aspects of financial decision-making, and the Chartered Federal Employee Benefits ConsultantSM (ChFEBCSM) designation, which provides education related to federal employee benefits and retirement systems.
McKenzie is Series 65 licensed and holds Life and Health Insurance licenses. Her role emphasizes education and planning support within the scope of her licenses and firm affiliation.
Outside of work, McKenzie enjoys camping, hiking, and international travel with her husband.