Kenzie L. Conway, CFP®, CWS

Kenzie brings more than 23 years of experience in wealth management and financial planning, including 16 years with Charles Schwab and experience with two Registered Investment Advisory firms. A CERTIFIED FINANCIAL PLANNER™ professional and Certified Wealth Strategist®, she brings a client-first approach grounded in integrity, transparency, and holistic advice.

Throughout her career, Kenzie has developed a passion for helping individuals and families make thoughtful financial decisions with greater clarity and confidence. She believes financial advice should begin with understanding the person behind the numbers, including the family, priorities, and experiences that shape what matters most to them. Her approach is personal, down to earth, and centered on doing the right thing for clients.

A native of Texas, Kenzie studied International Business and Economics at L' Institut Supérieur de Gestion in Paris, France. Her natural curiosity and commitment to continued learning later led her back to the classroom, where she earned a postgraduate certificate in Data Analytics and Machine Learning from UT Austin. Her international experiences have helped shape her perspective and appreciation for people and different cultures.

Family is an important part of Kenzie’s life. She and her husband, Heiko, have been married for nearly 18 years and have a son and daughter. Outside the office, Kenzie enjoys traveling, snow skiing, yoga, canoeing, gardening, and spending time in nature. She volunteers for M.I. Lewis and church, and she is particularly passionate about school safety.