William McKenzie joined Sentinel Asset Management in 2022 taking on the role of Head Paraplanner. After graduating from Whittier College in 2016 he jumped into private wealth management under Advisor Group in Los Angeles. There, he worked with 7 advisors directly and 2 branch managers focusing on efficiency in the office. Through the 5 years he spent in Southern California, he learned and gained a deep understanding of financial planning, estate planning, and legacy planning. He focused on compliance and was on track to become a branch manager before he decided to return the East Coast.
Through the time William spent in California, he learned how impactful educating clients on financial matters can be and just how grateful and rewarding an experience this is. When life events happen like the death of a loved one or a sudden illness, being able to tell clients “we planned for this” and seeing immediate relief is a very special moment to be part of.
On the weekends, William enjoys taking camping and hiking trips to the local mountains with his fiancée, Ally, and dog, Spencer. When given the chance, you’ll find him headed back to California to enjoy the mountains, deserts and National Parks. Will also enjoys brewing beer, a craft he learned during a yearlong course taught through Sacred Heart University.