Investment Adviser Representative
At Phillips Financial, McKenna serves as a thought leader and trusted partner to high-income and high net worth clients. She brings a personalized approach to each relationship, helping clients navigate the complexities of wealth with clarity and confidence. With expertise in behavioral economics and advanced financial planning, McKenna works closely with executives, professionals, and families on strategies ranging from business succession and legacy planning to intergenerational wealth transfer.
Raised on a family farm in Auburn, Indiana, McKenna developed a strong work ethic and deep appreciation for community values early on. She holds a bachelor’s degree from Purdue University and a master’s degree in Agricultural Economics with a concentration in behavioral economics from Michigan State University. Her academic and professional background informs her ability to simplify complex financial decisions and align strategies with each client’s long-term goals.
Beyond her professional role, McKenna is deeply committed to service and leadership in her community. She serves as President of Image of Hope Ranch, Secretary of Auburn Main Street, board member of DeKalb Central Foundation and a Big Sister with Big Brothers Big Sisters. McKenna and her husband, Devin, are raising their daughters, Charlotte (Letty) and Stevie, with the same values that shaped her upbringing. Together, they enjoy time on the lake and staying active on the family farm. In her personal time, McKenna is passionate about fitness, loves a good podcast, and always has a project in motion to keep life engaging.