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Kendall Financial is an independent, full service financial planning and investment advisory firm. Our independence allows us to provide products and services that are best for you, our client. Our mission is to help our clients make smart decisions regarding their money.
Ken Kendall, CLU, CFPKen is President and Founder of Kendall Financial, and has more than 30 years experience in financial services. He specializes in financial and retirement planning. He is a Chartered Life Underwriter (CLU), A Certified Financial Planner (CFP(TM)), and a Registered Investment Advisor in the state of Texas.A graduate of Spring Arbor University and The American College, he has qualified for the Million Dollar Round Table, Court Of The Table, National Quality Award, National Sales Achievement Award, and many other industry awards throughout his years of service.
Ken has taught financial planning seminars at local colleges, as well as for several business and community organizations. He also owns an affiliated company, Shepherd's Star Family Financial Seminars, and teaches Bible Based Money Management Seminars for area churches.
He has been married to Lana for over 30 years, has 2 children and 2 grandchildren. He believes in paying his "civic rent" by being active in community activities, and is a member of Crossroads Bible Church.
Staff
Dick KendallMarketing and Seminars Tel: 972-874-8757Email: dick@kendallfinancial.net
Dick assists with marketing, and sets up the Bible Based Money Management Seminars in local churchs. He has a wealth of experience in the financial services field, serving in sales and administration for more than 40 years.
He has been married for more than 50 years to Evelyn, and they have been blessed to have 7 children, 20 grandchildren, and 6 great grandchildren. He is an active member of the First Nazarene Church in Denton.
Peggy HarlowClient Service ManagerTel: 972-874-8757Email: peggy@kendallfinancial.net
Peggy has over 15 years of experience in the financial services and customer service support arenas. She is responsible for customer service, and clients know their service issues will be handled promptly, accurately and with a friendly attitude.
Abby HellmanComputer OperatorAbby Helman is a graduate of The University of Tulsa. She graduated with a BA in Psychology and Religion and is currently attending Dallas Theological Seminary pursuing a Masters in Counseling. She keeps our computer database current, and is responsible for the written communications we send from our office. She enjoys photography, reading, and spending time with friends and family. She hopes to work in the mission field using her counseling degree post graduation.
Jennifer Zeller Director of Marketing
Jennifer is a 2002 graduate of Tarleton State University in Stephenville, TX. She holds a degree in marketing. While in college she competed for the university in the Southwest Region of the National Intercollegiate Rodeo Association in breakaway roping, barrel racing, and goat tying. In May of 2003 she joined the financial services industry and holds securities Series 7 and 63 licenses, as well as Group 1 Insurance license. She still enjoys competing on her horses, running, camping, hunting, as well as spending time with her family and numerous pets. Jennifer is responsible for our marketing efforts, and our seminar schedule.
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