Your financial needs are continuously changing.
Count on Mackenzie Martin to help you make smart, informed decisions.

Services include:

  • Complimentary financial planning session
  • Cash flow and debt management
  • Investment portfolio design
  • Insurance for disability, life and long-term care
  • College and retirement funding strategies
  • Estate planning strategies
  • Business protection and succession strategies

► Download New Client Paperwork >

► To reach Mackenzie, call 503-697-0817 or email mmartin@medicalpfg.com.

► Meeting with Mackenzie martin? Please make sure to print our Directions to Medical Professionals Financial Group >

mackenie-martinMackenzie Martin

Financial Advisor

New clients come to Mackenzie for her expertise and knowledge. They stay because they love her enthusiasm, work ethic and practical, real-world approach.

“Financial planning doesn’t have to be boring.” Mackenzie says. “I try to make it fun, educational and painless.” Prior to joining Medical Professionals Financial Group, Mackenzie spent several years developing her career with North Star Resource Group. Although Mackenzie works with clients of all types, she’s established a niche in the veterinary industry, combining her love of animals and the outdoors with her career.

“More than anything, clients want insight and benchmarks. They want to know how their experiences compare to those of others,” Mackenzie says. “I enjoy helping my clients gain perspective about how their finances are performing.”

Mackenzie is a northwest native. She grew up in the Seattle area, graduated from Oregon State University and now resides in the Portland area. She looks forward to instilling a sense of energy and excitement into your financial planning experience.

Schedule an Appointment with Mackenzie >

We are normally booked 3-4 weeks out for appointments. If you urgently need to come in, please contact our office and we will do our best to accommodate.

 

CONTACT US

Phone: 503-697-0817
Fax: 503-697-1526

Email: tcaudle@prmnorthwest.com

310 N. State Street, Suite 206, Lake Oswego, OR 97034