Mackie Chaudhry

I am blessed to have found my true calling in life. Finance intrigued me even as a child – how to control it rather than having it control us. My family saw times of both prosperity and struggle. Eventually, my parents divorced, and soon after, my father passed away. Our struggle is what makes me passionate about what I do now. My goal is to help our clients live their best lives by helping them make sound financial decisions.

You can expect a comprehensive financial strategy tailored to your unique goals and situation through our established process. I will work tirelessly on your behalf to help ensure you are on track to achieve your financial goals. Helping you reduce your taxes, ensuring your investment mix is appropriate, evaluating your portfolio returns versus the risk you are taking, and identifying additional risk mitigation strategies are examples of the high-level service you can expect from me. Not to mention taking into consideration the financial legacy you may have.

In addition, I welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise.

To help serve, I have earned the Chartered Retirement Planning Counselor™ designation from the College for Financial Planning.

Outside the office, I enjoy spending time with my 10-year-old daughter, Maryam. We enjoy cooking, game nights, swimming, hiking, picnics and traveling.

Together, we can help build and protect a future for your family.