As Financial Planning Coordinator, Makenzie Phillips serves our clients well with her exceptional customer service skills, organization, and attention to detail. Makenzie is experienced in banking and wealth management and has a passion for working with clients as they pursue their dreams and goals. She aims to help ensure clients have an effortless experience at Fi Plan Partners.
Makenzie graduated from Auburn University with a Bachelor of Science in Business Administration with a concentration in Finance. Her favorite class was Financial Markets and Institutions. Also, while at Auburn University, Makenzie was involved in many campus organizations, such as Kappa Delta Sorority.
As a native of Hoover, Alabama, Makenzie moved back to Birmingham after college. In her free time, she enjoys spending time with family and friends, traveling, and shopping. Makenzie is engaged to be married to her college sweetheart, Scott. The two met through their love of the Auburn Tigers. War Eagle! Together they enjoy going to cookoffs, sporting events, and snowboarding.