Through a partnership with our financial solutions firm, Cambridge Investment Research, Inc., we have access to a team of administrative support professionals who are familiar with our clients and our business. At times, we may leverage this team to provide reception or administrative support on a virtual basis. As Cambridge associates, these assistants are comprehensively trained to ensure their familiarity with the various aspects of our industry. You can rest assured any messages will be delivered and we will get back to you promptly.
Mackenzi Harwood joined Cambridge in 2021 and has nearly 2.5 years of experience in the financial services industry. In her current role, Mackenzi assists financial professionals with administrative responsibilities including account management, reporting and planning, communication, and client management. Mackenzi currently lives in Southeast Iowa, where she enjoys being with her family and her dog Archie. Some of her hobbies include practicing yoga, working out, and walking the trails.