Team profile

What you can expect when you work with us

Our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Request a consultation

Awards & recognition

  • Heather Kendra, Forbes Top Women Wealth Advisors, 2020
  • Heather Kendra, Forbes Best-in-State Women Wealth Advisors, 2022, 2023
  • Heather Kendra, Forbes Best-in-State Wealth Advisors, 2021
  • Heather Kendra, Working Mother Top Wealth Advisor Moms, 2020
  • Heather Kendra, Five Star Wealth Manager, 2013-2023
  • Heather Kendra, Ameriprise Circle of Success, 2018, 2019, 2020, 2021, 2022