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Patrio Mckenzie

Agency Owner

  • Oversee Investment Operations
  • Fiduciary with over 18 years Retirement Planning Experience
  • Specializes in creating growth and income strategies during retirement, risk management and wealth transfers.

Meet Patrio McKenzie, a Navy Veteran whose journey has led him to become the President and Founder of Proper Money Management and PM Financial Group. As a Fiduciary With a background in comprehensive wealth management, Patrio’s military experience has instilled in him a keen eye for detail and a knack for collaborative problem-solving.

He firmly believes in the power of teamwork and the importance of surrounding oneself with the right advisors for making sound decisions. For Patrio, collaboration isn’t just a method—it’s the cornerstone of safety and effectiveness in financial planning.

Whether it’s managing assets, planning for business succession, or implementing wealth and income strategies, Patrio is committed to providing sound financial solutions tailored to each client’s unique needs.

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Customer Reviews
5/5

Jessica Dunn was the consummate professional!

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Daniel M
5/5

Jessica was a tremendous help in guiding us to select a health insurance plan!

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Trang T
5/5

I never knew how easy it is to work with an insurance broker!

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Eric S
5/5

I was well taken care of!

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Catherine A
5/5

5 Stars!

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Danny S