Bryce McKenzie

Bryce serves as a Financial Planning Administrative Specialist, supporting the firm’s advisors in delivering thoughtful, organized, and client-focused financial planning. He plays an important role in preparing financial analyses, coordinating planning deliverables, and ensuring clients receive clear, timely information as they work toward their goals. Bryce is detail-oriented and brings a strong sense of follow-through to every client relationship, helping translate complex financial concepts into practical next steps.
Bryce is a Shippensburg university graduate with a degree in financial planning. He is working towards his Certified Financial Planner designation. 

 

He is committed to developing his technical knowledge and industry expertise as part of the firm’s collaborative advisory team.

 

Outside of work, Bryce enjoys watching sports, spending time with friends, playing basketball, and attending car shows.