We are a family team of financial professionals who bring passion, precision, and purpose to everything we do. We combine our diverse strengths and deep expertise to deliver personalized strategies that help you move forward with clarity and confidence. Every client is treated like family, and every plan is built to support long-term goals and lasting peace of mind.

close

Team photo
Team photo

View Larger


Our advisors

Kiley Kendall

CFP®, AAMS®

Private Wealth Advisor

Founder of Kendall Wealth Management
Learn more about Kiley Kendall Visit Kiley Kendall's website


Our team

Jennifer Stewart

Jennifer Stewart

Operations Manager

Alexis Shaw

Alexis Shaw

Client Service Specialist