Personal and Business Financial Consulting and Trust Services

McKechnie began her quest for knowledge of finance, both corporate and personal, in the Hankamer School of Business at Baylor University through obtaining a degree in Finance with a further concentration in Personal Financial Planning. This degree allowed her to gain  knowledge in the areas of Estate Planning, principals of Financial Planning, Tax Planning, Accounting, Economics, Finance, Investments and Real Estate.

Her attraction to business, management and operational issues, money and other related topics further grew as she obtained hands-on experience in summer internships at the then Nashville based company, Equicor. McKechnie was employed by Chase Manhattan Bank, N.A., New York, in their Management Development Program. Upon moving to New York City she was indoctrinated in many areas of banking including branch management, auto and lease financing, personal financial services, credit underwriting, telemarketing sales, brokerage services and customer relations.

It was during a quest to better understand and implement financial strategies for herself that McKechnie was introduced to Carlos Lara, founder and CEO of United Services and Trust Corporation.  McKechnie found refreshing accuracy and truthfulness in Lara’s strategic approach to wealth creation and preservation based predominately on economics. Her collegiate education and work experience had fostered plans for money creation and growth which were strictly based on mathematical principals and did not allow for the notion of money being an economic commodity.

After a complete assessment of her entire personal financial situation, Lara was able to advise and consult with Ms. McKechnie to implement several financial strategies to secure and protect her financial future. It was with this feeling of having been objectively advised and led to a place of financial confidence that McKechnie sought a position with the USTC team.