Managing partner: Strategies and implementation
Kendall is a managing partner for The PSO Group and leads our team’s client strategies and implementation practice.
He has more than 20 years of experience in the financial services industry, including running a trading desk for a large institutional firm which allowed him to understand the technical side of building and managing investment portfolios. He also served in a compliance role, where he learned to better assess risk and operational efficiencies for the firm, our team, and most importantly, our clients. By applying this lens to the development of our investment strategies, we can deliver a consistent risk managed process for the families we serve.
Kendall holds the following designations which enable him to better serve families across all areas of their financial lives.
- ChFC® — Chartered Financial Consultant®
- CRPC® — Chartered Retirement Planning CounselorSM
A graduate of the University of South Dakota, Kendall now resides in Prosper with his wife, Colleen, and their three children.