Libby McKay, CFP®

Financial Advisor, Partner

Libby’s greatest satisfaction in working with clients is providing a clear picture of where they stand today and creating a roadmap of next steps for how to reach their goals. The uniqueness of each client’s situation and story is what keeps the job so invigorating to Libby. She enjoys getting to know her clients one-on-one as she works with them through the financial planning process. Whether it’s with young folks just getting started or career veterans nearing retirement, there is nothing more rewarding to Libby than hearing from clients that her work has improved their outlook on their future.

Libby grew up in Kentucky and saw from an early age the value in hard work and diligent savings. Her family ran a pumpkin farm as a side business to save up for their first home, and she bought her first dream car, a Jeep Wrangler, with earnings from summer mowing jobs. When Libby was ready to buy her first house, a lifetime of gifted savings bonds from her grandmother (a single working mother of four kids!) made the down payment possible. These examples of small actions adding up over time instilled in Libby a sense that anything was possible with good financial planning.

As a lover of the outdoors and sciences, Libby studied Biology at Clemson University, but found that a career in research lacked an important social component for her. Her lifelong interest in personal finance led Libby to seek out the CFP designation in 2017, but her continued enthusiasm for research and complex problem solving still serves her clients well today.

Libby enjoys collaborating with her teammates in the Financial Planning and Investment Committees, and engaging with like-minded fiduciary advisors in NAPFA. Outside the office, Libby enjoys exploring the Maine wilderness with her family… hiking in Baxter and Downeast, enjoying the beaches near her home in Phippsburg, and checking out all the great breweries across the state.