Kendra is passionate about helping clients define and build plans for their financial goals. This is more than math for Kendra – she often asks clients to paint a picture of what a goal looks like to them. Her kind demeanor and thoughtful approach makes her easy to talk to.
Kendra has been in finance since 2007 and brings experience from her role at Russell Investments, a global investment firm, as well as a consultant to financial advisors. Despite her high level background, Kendra easily scraps the investment jargon and describes things in real terms that investors understand.
Kendra is a Pacific Northwest native – she grew up in Lacey/Olympia area. Kendra and her husband, Alfonzo now live in Steilacoom with their two little ones, Amelia and Sawyer.