about
Kendall is a seasoned financial professional with a strong background in wealth management and investment strategy. A graduate of Indiana University Fort Wayne, Kendall holds a Bachelor of Science in Finance and began a career at Charles Schwab, where foundational experience in client service and investment solutions was developed.
Building on that foundation, Kendall advanced to serve as Vice President of Investments at J.P. Morgan. In this role, he provided comprehensive wealth management guidance to a diverse clientele, specializing in tailored investment strategies and financial planning. During this time, Kendall earned the prestigious Wealth Management Certified Professional (WMCP®) designation, further deepening his expertise in delivering holistic financial advice with emphasis on a goals-based approach.
With a commitment to client success and a track record of trusted financial stewardship, Kendall continues to bring strategic insight and integrity to every client relationship.