McKenzie R Keith

While it may be true that money cannot buy happiness, it can be a source of pride, accomplishment and fuel for our aspirations. Empowering my clients to reach their financial goals is my passion, and my focus is to help people become confident in the financial decisions they make. We do that by creating personalized financial strategies to meet their unique financial goals, and we partner with our clients throughout their lifetimes to help them stay on track.

I collaborate with my clients in a way that is approachable and open for people to ask questions and learn. I focus on explaining the investment world in terms you can understand, and there are three things I want my clients to walk away knowing: why I'm suggesting a specific investment/strategy, what to expect from it and how much it's going to cost.

You could definitely say that Edward Jones is in my blood. My parents have a combined 45 years of experience not only with Edward Jones, but in the Algona area as well. My father, Bruce Keith, is a financial advisor. He helped my love for finance flourish. My mother, Mary Jane Keith, is a branch office administrator, and you could say she is the one to thank for introducing me to Edward Jones as she started with the firm in 1990.

On a personal note, being born and raised in Algona led me to meet my fiancé, Peter Jorgenson. We love spending time with family and friends, playing card games (Euchre, especially) and watching the Chicago Bears. Most recently, we took up the long-lost sport of pickle ball.

I genuinely enjoy helping people and serving the Algona community. If you are looking for a financial advisor, I invite you to experience the Edward Jones difference: face-to-face meetings, convenient scheduling and one-on-one relationships. No more 1-800 numbers!

Call or stop in the office to schedule your appointment. I would love to chat!

Health, Wealth and Happiness,
McKenzie