Mckenzie Frankel

Principal

My life-long passion is to help clients make good financial decisions, achieve their goals, and experience financial freedom.

This passion was nurtured by my mother and grandfather, who taught me the value of saving and investing from an early age. My grandfather was a business owner and true inspiration to me; he possessed a winning combination of intelligence, kindness and determination.

When I realized that investment management was not simply a childhood interest but my true calling, I interviewed with a large brokerage house, was hired and began my training. Before long it was clear that our values were not aligned. I wanted to help clients make good financial decisions in all aspects of their lives and the brokerage firm wanted me to sell products.

To fulfill my values and philosophy of partnering with clients, I took two steps. First, I learned that Joslyn Ewart was seeking a partner to join her in her boutique investment advising firm, Entrust Financial LLC®. It was clear from our first meeting together that our professional values and philosophy of creating a better experience for clients were beautifully aligned. Second, I completed my Certified Financial Planning™ credential.

Perhaps because I grew up surrounded by a family business and became a business owner myself early in my career, I developed a unique expertise and enthusiasm for assisting other business owners and entrepreneurs. Today, my Entrust team and I find great fulfillment in helping clients achieve all that is most important to them.