Inspiring and equipping doers with the financial knowledge needed to seize upon their opportunities is my passion. While there are many curves and forks in the road that we are building our lives upon, we inherently want to live each day with purpose and enjoyment. It is critical to work with the right financial advisor who wants to illuminate the possibilities and walk in life with you to forge the path forward.

Throughout my life, I have embraced the idea that we don't have to fit into a mold; we were born to stand out in our own unique way. What is "boring" to one person can be "life changing" to someone else. I find true joy in helping seekers of opportunity to live richly.

I chose Edward Jones because we are a privately-owned partnership that positions me to put the client's needs first and we live in the communities we serve which allows us to be accessible to our clients and invest in where we live.

Giving back is important to me. In my personal time, I am an advocate for children, deeply involved in growing the reach and impact of non-profits, a trusted thought partner with fellow entrepreneurs and business owners, and a keynote speaker. My focus areas are:

Career Builders and Changers
The modern worker changes careers multiple times, for various reasons. Let's look at what this means for you.

Entrepreneur Minded (Owners, Employees, Consultants)
Being an entrepreneur is a mindset, not a job title. Let’s talk about how to leverage that.

Socially Conscious Investing
Diversity, inclusion and equity are important values to me. Let’s leave the world a better place.

Non-profit Impact and Outreach
Leading a non-profit is business just the same, but with a big heart and mission. I understand and have walked in your shoes; Let me help you.

Connect with me here or on Facebook at www.facebook.com/EJAdvisorCarrieMcKenzie

Focus areas

  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Socially Conscious Investing
  • Wealth Strategies
  • Business Retirement Plans
  • Portfolio Reviews

Office Information

Office Address

18920 Bothell Way NE Suite 208 Bothell, WA 98011

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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