Advisor Profile

MacKenzie Veldman is a Senior Associate, Wealth Management at Choreo, working out of the Des Moines office. She brings over nine years of experience in the wealth management industry and holds a degree in Financial Counseling and Planning from Iowa State University. This specialized program provided MacKenzie with a unique and insightful perspective into wealth management and financial planning, and she often recommends it to those interested in combining finance and education. Her skills include financial planning, estate planning, tax planning, and of utmost importance, client relationship management.

Outside the office, MacKenzie enjoys golfing, staying current with the latest fashion trends, baking, and exploring new restaurants in the Des Moines area. She is also a dedicated volunteer, being a “big sis” with Big Brothers Big Sisters of Central Iowa for the past five years. MacKenzie’s dedication to helping others and her expertise in wealth management make her a trusted partner to her clients.

PROFESSIONAL AFFILIATIONS & CREDENTIALS

• Insurance Licenses- Life, Accident & Health

EDUCATION

• Bachelor's in Financial Counseling and Planning, Iowa State University