Brock Mackenzie
Financial Planning Associate
Credentials & Achievements
Series 65
“I’m passionate about helping clients achieve their financial goals. Whether it’s purchasing a new home, paying off debt, transitioning into retirement, or reaching any other major milestone, I’m grateful for the opportunity to work alongside them, offering support and celebrating their progress through life’s transitions.”
Brock strives for excellence and integrity in everything he does. Brock’s background is well-suited to MarsJewett’s purpose in helping people to plan and protect their financial future. Upon receiving full-ride basketball scholarships for both his undergraduate and graduate degrees, he earned a business degree from Point Loma Nazarene University followed by a Master of Business Administration (MBA) with an emphasis in Finance from Idaho State University. He was an intern with Cetera Advisor Networks and MarsJewett Financial Group. In 2023, he moved abroad with his wife to play professional basketball in Germany before returning home to join MarsJewett Financial Group. Brock has successfully passed the both his CFP® and Series 65 exams.
Brock has a passion for understanding people’s aspirations and values. Because of his goal-driven nature, he gains satisfaction in helping others brainstorm, create, and accomplish their own goals, too. With his background in finance, he enjoys helping people understand financial markets and imparting peace of mind, knowing they are cared for by a great team.
With varied interests, Brock enjoys many endeavors. As a person of faith, his relationship with God is of utmost importance, and he gains motivation from Colossians 3:17. He enjoys spending time with his wife, Bailey, and adorable son, Beckham. Having traveled to sixteen different countries, he aspires ever more adventure, hoping to see Spain and Portugal next.
