Professional
As part of our client support team, McKenna works diligently to ensure our clients receive timely, precise service. With her attentive and personable approach, she helps our team develop and maintain strong client partnerships, building a foundation of trust and open communication. Whether she is responding to a client request or following through on an action item, her goal is for clients to feel informed, supported, and confident at each step of the financial planning process.
History & Education
McKenna earned her bachelor’s degree in health science from California State University Channel Islands. Prior to joining our team at The Sum in 2026, she spent three years at Fidelity Investments as a relationship manager. In this role, she worked directly with clients to understand their financial needs, provide responsive support, and build long-term relationships that fostered a seamless experience.
Personal Life
Outside of work, McKenna enjoys spending quality time with her husband, daughter, and their two dogs. Some of their favorite activities include going on walks together and exploring new places to eat.