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.



Our advisors

Advisor photo for Heather Kendra

Heather Kendra

CFP®, CRPC

Private Wealth Advisor

Business Financial Advisor
Learn more about Heather Kendra Visit Heather Kendra's website


Our team

Sarah Kendra

Sarah Kendra

Client Service Manager

Mike Kendra, CFP®

Mike Kendra, CFP®

Financial Planning Specialist

Erin Corbett

Erin Corbett

Client Service Specialist

Daniel Kendra

Daniel Kendra

Financial Planning Specialist