Growing up in Reston, Virginia, I learned the importance of community and connection. Today, I live in Lakeside, Virginia, and bring over 25 years of sales experience to helping clients protect their finances and prepare for the unexpected. My background includes working with business owners, helping people improve their quality of life with hearing devices, and even selling the dream of freedom through RV sales. These experiences taught me how to listen, understand unique needs, and deliver solutions that truly matter.
I believe everyone deserves financial security and peace of mind, and I carry integrity, empathy, and accountability into every client relationship.
Outside of work, I love animals and nature, enjoy gardening, and share my life with three adult children and my husky, Callie.
If you are ready to create a plan that protects what matters most and supports your long-term goals, let's connect and start your journey today.
Financial RepresentativeKatie Mckenzie
Growing up in Reston, Virginia, I learned the importance of community and connection. Today, I live in Lakeside, Virginia, and bring over 25 years of sales experience to helping clients protect their finances and prepare for the unexpected. My background includes working with business owners, helping people improve their quality of life with hearing devices, and even selling the dream of freedom through RV sales. These experiences taught me how to listen, understand unique needs, and deliver solutions that truly matter.
I believe everyone deserves financial security and peace of mind, and I carry integrity, empathy, and accountability into every client relationship.
Outside of work, I love animals and nature, enjoy gardening, and share my life with three adult children and my husky, Callie.
If you are ready to create a plan that protects what matters most and supports your long-term goals, let's connect and start your journey today.
Protect Your Kingdom
As a licensed insurance agent* with Mutual of Omaha Insurance Company (Mutual of Omaha), I work hard to:
- Help young families protect their family and property in case of an unexpected and potentially devastating disability or death.
- Help professionals plan for a long retirement, so they don't run out of money yet still have the lifestyle they desire.
- Help those close to retirement prepare for the effects of healthcare expenses including long-term care and unexpected illnesses.
- Help small business owners protect their life's work for their family and employees.
Learning Center
In a world of one-size-fits-all financial advice, Mutual of Omaha Advisors offers a fresh, personalized take with the "Make it Personal" podcast. Get practical insights to help you plan smarter, take control, and make your money work for you.
Choosing between term and whole life insurance depends on your goals, budget, and coverage needs. Know the key differences to make a confident choice for your financial future.
Timing matters when enrolling in a Medicare Supplement plan. Learn when you're eligible, what affects your options, and how to avoid higher premiums or coverage delays.
