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Mackenzie Blomgren

Mackenzie Blomgren

Client & Advisor Operations Manager

(515) 273-5120 ext. 111

(515) 273-5128

Mackenzie@heartlandwealthgroup.com

Mackenzie is the Client & Advisor Operations Manager at Heartland Wealth Group. Mackenzie manages day-to-day internal operations including compliance, internal audits, contracting, licensing, customer relations, and business process improvement. She aids in planning and organizing client events and activities and schedules and organizes representative meetings with product wholesalers. She also assists Jason Blomgren, President and CEO, with business processing.

 Mackenzie earned her bachelor's degree in finance from Iowa State University. She began her career with a large insurance organization as a Financial Sales Specialist, where she worked directly with financial advisors, providing education and support on product offerings. After gaining valuable experience in the field, she chose to join Heartland Wealth Group and work alongside her father, Jason Blomgren, founder of Heartland Wealth Group (First Heartland Financial Group).

Outside of the office, Mackenzie enjoys discovering new local coffee shops, baking, and spending time traveling with her family.