Mackenzie Martin

Founder and Financial Advisor at Catalyst Advisory Group

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Experience financial resources directed by your values and toward your goals.

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Check the background of this investment professional on FINRA’s BrokerCheck.

Mackenzie Martin

Founder and Financial Advisor at Catalyst Advisory Group

Handshake

Experience financial resources directed by your values and toward your goals.

About

Financial planning doesn’t have to be boring. Clients depend on Mackenzie’s financial planning expertise, strong work ethic, and practical approach, but they also love her enthusiasm. She strives to make financial planning as fun, educational, and painless as possible while giving her clients the benchmarks and insight they need to understand their own financial health.

Mackenzie is a lifelong resident of the Pacific Northwest. She grew up in the Seattle area, and she now lives in the Portland area. She graduated from Oregon State University.

Before establishing her own firm, Mackenzie worked at Medical Professionals Financial Group and North Star Resource Group, which her practice re-joined in 2023. She has worked with a diverse group of clients, but her love of animals has led her to specialize in financial planning for the veterinary industry.

Services

  • Comprehensive financial planning
  • Investment portfolio design
  • College funding
  • Retirement funding
  • Disability, life, and long-term care insurance
  • Estate planning
  • Business protection and succession strategies

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Team

Jill Shirley
Jill Shirley

Administrative Assistant

Kenny Jonga
Kenny Jonga

Client Services Assistant

Carrie Hancock, ChFC®, CLU®
Carrie Hancock, ChFC®, CLU®

Vice President, Financial Planning Resource Center

Steven Vacinek, CIMA
Steven Vacinek, CIMA

Director of Investments

Chase Brakke, DIA, DIF, CEPA®
Chase Brakke, DIA, DIF, CEPA®

Vice President of Business Owner Solutions

Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®
Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®

Vice President Life and Long-Term Care

Max Miller
Max Miller

Disability Insurance Consultant

Contact Mackenzie

    West Linn, OR

    1800 Blankenship Road Suite #215
    West Linn, OR 97068

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    Investment advisor representative of Cetera Advisor Networks, LLC. Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.