Mackenzie Mertz

03/31/2026

Hot Take: Most people aren’t bad with money… they’re just operating without a plan.

I see it all the time
Good savers. Solid incomes. Still feeling stuck.

Because without direction, even good habits can only take you so far.

That’s where everything changes.

If you’re ready to stop guessing and start building with purpose DM me and we can get to work together!

03/12/2026

Honored to be inducted into the Italian American Chamber of Commerce last week! 🇮🇹

Grateful to be surrounded by such an incredible community of professionals and excited to continue building relationships, supporting local businesses, and growing in my career as a financial advisor. Cheers to what’s ahead! ✨

02/13/2026

12/23/2025

Merry Christmas and happy holidays 🎄✨ So thankful for an amazing year and looking forward to helping more people feel confident about their financial future in the New Year.

12/03/2025

It’s so easy to feel behind financially in your 20s/30s - but the truth is, most people don’t need complicated strategies. Just a few small changes can make a huge difference over time.

Save this for later if you want to build better habits in 2026!