Gratitude Financial Group

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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Team photo for Gratitude Financial Group
Team photo for Gratitude Financial Group

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Advisors

Heather Kendra

CFP®, CRPC

Private Wealth Advisor

Business Financial Advisor
Visit Heather Kendra's website

Michael Doherty

Financial Advisor

Visit Michael Doherty's website


Team

Sarah Kendra

Sarah Kendra

Client Service Manager

Qualifications

  • 14 years in finance and insurance industry

Roles & Responsibilities

  • Office Manager
  • Client Concierge
  • Financial planning specialist
  • Scheduler of client meetings
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Sally Allison

Sally Allison

Client Relationship Manager

Jon Pelletier

Jon Pelletier

Client Relationship Manager

Erin Corbett

Erin Corbett

Client Service Specialist

Qualifications

  • Bachelor of Business Adminstration, University of Rhode Island
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Mike Kendra, CFP®

Mike Kendra, CFP®

Financial Planning Specialist

Qualifications

  • MBA, University of Rhode Island
  • BS, Civil Engineering, United States Military Academy at West Point
  • Certified Financial Planner practitioner™
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Daniel Kendra

Daniel Kendra

Financial Planning Specialist

Qualifications

  • Associate Degree, New England Tech
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