Patrio Mckenzie is a financial advisor at Proper Money Management LLC with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked with Transamerica Financial Advisors, Inc. and Bankers Life. Outside of his advisory role, Mckenzie is an owner of PM Financial Group LLC, where he is involved in insurance sales. Proper Money Management LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, and businesses. The firm focuses on customized, long-term portfolios using low-cost, diversified mutual funds and ETFs, with ongoing client contact and continuous portfolio monitoring.

Michael Buster is a Series 65-licensed advisor at Proper Money Management LLC with one year of industry experience. He has prior experience in insurance sales and support, including roles at Medicare Mentors, B Good Insurance, and Bankers Life Insurance. Outside of his advisory role, he remains active in Medicare plan sales and implementation through Medicare Mentors. Proper Money Management LLC provides investment advisory and financial planning services to individuals and businesses, offering discretionary portfolio management, retirement-plan advisory, and comprehensive financial planning. The firm focuses on customized, long-term portfolios using low-cost mutual funds and ETFs, and maintains ongoing client contact with a combination of fundamental and technical analysis.