Emily McKenzie

Emily McKenzie

Client Experience Director

(301) 798-7669 – Email

EDUCATION:
Frostburg State University

LICENSE(S):
Series 7

As Boggs & Company’s Client Concierge, Emily McKenzie brings more than seven years of financial industry experience and a warm, service‑oriented approach to every client interaction. She thrives in her role on the client services side of the business, where she can build meaningful relationships, anticipate needs, and create a welcoming, seamless experience for every person who walks through the door.

Emily is passionate about making a genuine difference in clients’ lives. Whether she is coordinating details, guiding clients through next steps, or simply offering a friendly conversation at the right moment, she brings a thoughtful and attentive presence to her work. Clients value her dependability, her empathy, and her commitment to ensuring they feel supported through every stage of their financial journey.

A strong advocate for community involvement, Emily serves as Secretary of the Western Maryland Jaycees and has been an active member for three years. She loves the impact the organization has locally and takes pride in contributing to the many service initiatives that support families and organizations throughout the region.

Outside the office, Emily enjoys spending time with her fiancé, Adam, as well as with her family and friends. She loves to travel, explore new places, and embrace opportunities to experience something new

OUR TEAM

Offering our clients sophisticated wealth management strategies to grow, preserve and transfer generational wealth.

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OUR SERVICE

We offer objective advice for every phase of your life and guide you as you navigate your financial roadmap.

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Contact Us Today

Contact Us Today

Wealth management strategies to grow, preserve and transfer wealth.