Mackenzie Kellermeyer focuses her practice on helping individuals utilize comprehensive strategic planning to preserve their assets. She assists clients in preparing for the future by using a variety of planning techniques including wills, irrevocable and revocable trusts, powers of attorney, living wills, and health care proxies, amongst other planning tools.
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She also advises clients on preparing for long term care costs in the event of future incapacity, while simultaneously considering the numerous tax and charitable factors involved. Mackenzie counsels executors, administrators, and trustees during the trust and estate administration to guide clients through the process from start to finish.

In her professional practice, Mackenzie understands the importance of establishing relationships with her clients, as well as with their financial advisors, in order for her to craft estate plans tailored to her client’s needs. She ensures that her clients understand and are comfortable with each decision they make.