Kendal oversees the daily operations of our office, he is specifically tasked with opening new accounts, processing distributions, moving money when clients need it, and managing the legal compliance of our office. He provides our clients with first-class service and prides himself on being as efficient and effective for clients as possible. He understands the importance of knowing both a client’s investment goals and their transactional needs . Our firm offers a wide variety of banking tools that many of our clients utilize regularly. As Operations Manager, Kendal oversees those features to ensure they are executed properly.Kendal oversees the daily operations of our office, he is specifically tasked with opening new accounts, processing distributions, moving money when clients need it, and managing the legal compliance of our office. He provides our clients with first-class service and prides himself on being as efficient and effective for clients as possible. He understands the importance of knowing both a client’s investment goals and their transactional needs . Our firm offers a wide variety of banking tools that many of our clients utilize regularly. As Operations Manager, Kendal oversees those features to ensure they are executed properly.
Kendal is a graduate of the University of Indianapolis and lives in the Greenwood area.