Kendall’s primary role is to deliver exemplary service and support to our clients and advisors during each step of the wealth management process. She acts as the liaison with our custodians and works directly with our advisors to provide seamless transitions for new clients and continued support throughout their relationship.

Outside of the office, Kendall is a member of Daughters of the American Revolution and enjoys trying new recipes, traveling, spoiling her two cats, and spending time with her fiancé and family.