Makenzie Moon in

Makenzie Moon

Evaluator · DISC type dsc
Financial Representative at Northwestern Mutual
📍 College Station, Texas, United States

Makenzie Moon is a Financial Representative at Northwestern Mutual, where she helps individuals and families build financial security. A graduate of Texas A&M University with a Master of Science, she focuses on personalized strategies for wealth building and risk management, leveraging her Life and Health Insurance license.

Guided by her faith, Makenzie is passionate about building strong relationships. Her background working at an equestrian center and as an assistant preschool teacher reflects her interests in horses and community involvement. She values integrity and helping others make confident financial choices.

Unique fact: After excelling as an employee at an equestrian center, she was invited back to be a guest judge for a horse show.

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Experience
2 Years
Current Role
Financial Representative
Job Level
Junior
Location
College Station, Texas, United States
Personality Overview

How Makenzie shows up

Thorough Evaluator
Quality Focused
Hard To Convince

They are not very likely to become strong advocates of your product or service They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They focus on the results, but can still be quite procedural and analytical about how to get there

Priorities

Topics Makenzie cares about

Financial Planning
Her core mission is helping individuals, families, and business owners build lasting financial security through personalized strategies aligned with their goals.
Wealth Management
She employs a comprehensive approach to wealth building and risk management, aiming to secure her clients' financial futures against uncertainties.
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Career

Work history

1-2025
Financial Representative
Northwestern Mutual
9-2022 - 4-2023
Training Specialist
rokrbox
9-2022 - 4-2023
Recruiter
rokrbox
9-2022 - 4-2023
Floor Manager
rokrbox
6-2021 - 8-2021
Assistant Preschool Teacher
A&M United Methodist Weekday School
In the press

Media appearances

Makenzie Elizabeth Moon, Financial Representative. Featured in Northwestern Mutual
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Education
8-2023 - 5-2025
Master of Science - MS
Texas A&M University
5-2021 - 2023
Ag Economics
Texas A&M University
Social presence
in
Behavioral profile

DISC profile (public)

d

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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