Lead Client Relationship Specialist
As our Lead Client Relationship Specialist, Kendra has over five years of experience in the professional services industry. She 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, she enjoys spending time with her nephews and attending live music events.