Associate Director, Investment Property Wealth Management®
The past is behind, learn from it. The future is ahead, prepare for it. The present is here, live it.Thomas S Monson
As an Associate Director of Investment Property Wealth Management® at Realized, Mckenna assists clients in creating real estate portfolios to manage and defer their taxes, while maximizing their return given a certain level of risk.
Mckenna has experience in both Real Estate and the Financial Services Industries. She has spent the past several years in the role of a Financial Consultant for Equitable Advisors.
In her prior role, McKenna worked directly with clients in creating custom, comprehensive wealth management strategies that focused on protection, accumulation, and distribution of assets. In addition to working with clients in support of their wealth management needs, McKenna is also a Property Manager for commercial real estate owned by Tillman Enterprises in Austin. Mckenna has a Bachelor of Arts degree in Communications from Texas Tech University as well as her FINRA Series 7, 63, and 65 licenses.
In her free time, she enjoys exploring local Austin restaurants, walking her dogs on Town Lake, and traveling. Her happy place is spending time on Lake Travis with friends and family where she grew up.
Fun Facts About Mckenna
- My dream vacation is to travel to the Maldives
My favorite Realized value is “Transparency”. This value is very important to me because I truly believe transparency builds trust and is the basis of building relationships in life.