Mckenzie Frankel, CFP®


Mckenzie’s life-long passion is to help clients make good financial decisions, achieve their goals, and experience financial freedom. This passion was nurtured by her family, who taught her from an early age the value of saving and investing. When she realized that investment management was her true calling, she also recognized that her values and philosophy of partnering with clients could only be fulfilled by choosing to work as an independent advisor.

Perhaps because she grew up surrounded by a family business, Mckenzie was comfortable joining forces with Founding Principal, Joslyn G Ewart, in 2015, to establish Entrust Financial as an independent fee-only wealth management firm. She continues to take inspiration from her grandfather, a business owner who possessed a winning combination of intelligence, kindness, and determination.

Today, Mckenzie can proudly report that she and the Entrust team find great fulfillment in helping clients achieve all that is most important to them. Her caring, competence, and comfort with all stages of business development, in tandem with the steps essential for the enhancement of personal wealth, position her to be uniquely helpful to entrepreneurs and business owners.