Makenna is a junior member of the financial planning team, supporting advisors in an administrative capacity. She also works directly for Pete Eliason, the firm’s senior advisor and founder, meeting client needs with a focus on day-to-day service, onboarding coordination, materials preparation and client communication. In addition, Makenna conducts research and analysis on evolving financial topics, including social security, pensions, college funding and retirement cash flow, adding value to every client Eliason Financial serves.
Prior to joining Eliason, Makenna was a bookkeeper for more than two years at Prime Rate Motors. Makenna earned a full-ride academic and athletic scholarship to University of Wyoming, where she recently completed her BS in business and BSB in marketing. As an honor roll student each semester, Makenna placed academics first, all while competing at a high level in college rodeo throughout her college career.
* Makenna Balkenbush is not registered with Osaic Wealth, Inc.