Kendall is an experienced insurance client service professional and joined Concentric Wealth Partners in 2016 after serving in a similar role for a personal lines insurance agency. Driven by integrity and responsibility, she brings an unmatched attention to detail, guiding our clients through the insurance underwriting process.
As the marketing and client service associate for Concentric Wealth, her goal is to provide a smooth, seamless process for clients going through insurance underwriting and to assist clients with any insurance-related service needs.
Kendall has degrees in management and hospitality/tourism management from Virginia Tech. Outside of her time supporting our clients, Kendall enjoys antique shopping, camping or any other number of adventures with her husband, Brett, and adorable sons, Tucker and Grayden.
License, certifications, and courses completed:
- Virginia State Corporation Commission – Producer: Health, Life and Annuities