Client Advisory

Biography

Kendra is a Senior Associate in the Louisville office, where she supports two advisory teams in the Wealth Management Department. She is responsible for onboarding new clients, supporting current clients, and assisting in the daily needs of advisors. Kendra also serves as the liaison between departments for clients engaging in multiple service lines.

Prior to joining Cerity Partners, Kendra served as a Business Services Administrative Manager at ARGI Financial Group, initially in a client service supporting role for one of the founding partners. She eventually moved into an Administrative Manager position within the Business Tax and CFO & Accounting Departments. In this role, she employed her advanced administrative skills to improve efficiency of the departments’ day-to-day needs and client-facing advisors as well as performed data management and data maintenance tasks.

In her free time, Kendra loves trail running and boating.

Highlights

  • Volunteer at Dare to Care Food Bank preparing food boxes for families in need

Connect with Kendra

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Meet Our  Client Advisory Colleagues

Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.