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Kristin H. McKenzie

Kristin H. McKenzie

Data Management Specialist

Kristin McKenzie acts as a Data Management Specialist for the Expanse Wealth Management team. Kristin has a bachelor’s degree in accounting from Northwest Missouri State University and an M.B.A, with an emphasis in Management Information Systems, from the University of Missouri.  Kristin had 9 years of work experience in accounting and finance as a staff accountant, systems analyst in accounts payable and payroll, and as an accounting manager before becoming a stay at home mother for 16 and a half years. 

When Kris isn't at work, she is enjoying her four children and loves to meditate and read. Kris also stays active by running and doing yoga and is an avid fan of watching standup comedy.  She loves to spend time with family and friends whenever she can. 

 

Kristin acts as a non-registered associated person of Waddell & Reed, Inc.  She is authorized to assist Advisors with Waddell & Reed with approved activities.  She is prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services.  These activities are the sole responsibility of the Advisor(s) she supports.  In addition, she is not authorized to enter into any contractual obligations on behalf of Waddell & Reed, Inc. or otherwise bind the firm.  02/20