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Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through, Private Advisor Group, a registered investment advisor. Private Advisor Group and EPM Financial are separate entities from LPL Financial.  EPM Financial is not affiliated with Southern Bank of Tennessee. Products offered are not FDIC insured. There is no bank guarantee. 


Virtual Office Assistant 

Mackenzie is a recent graduate of Belmont University with a Bachelor of Science in Business Administration.  She joined EPM Financial in 2019 as an Executive Assistant.  She works with our advisors, helping to ensure a great customer service experience for our clients and will be the first person to greet you when visiting our office.


Mackenzie grew up in Pleasant View, TN, and moved to Portland, TN her senior year of high school. She now lives in Old Hickory to be close to work, but still travels home to spend time with friends and family on the weekends.


Her interests include music, reading, and being outdoors, while staying devoted to her spirituality and self-growth. She finds making connections and building relationships to be very important because “no man is an island.”

Want to get to know the rest of the team?