Kendra Proffitt

Client Relationship Specialist


Kendra is a Client Relationship Specialist with over five years of experience in the professional services industry. Kendra is essential to the team’s client service model and prides herself on building meaningful relationships with each family and individual. Kendra works closely with our managing director of wealth management and assists with holistic financial planning, risk mitigation and insurance, retirement plan administration, and exit valuation for businesses.

Kendra received her Bachelor of Science degree in Political Science from Bridgewater College.

In her free time, Kendra enjoys spending time with her nephews and attending live music events.