Kendall, a Casper native, joined Lincoln Financial Advisors in Wyoming in 2013. As a Private Wealth Advisor, he focuses on understanding his client’s complete financial situation, providing comprehensive financial planning, and building customized solutions tailored towards achieving their individual goals and objectives. The process focuses on analyzing clients’ current investment and estate planning needs with a focus toward achieving their goals while eliminating unnecessary risk and complexity.
With a thorough understanding of qualified plans and individual investment planning, Kendall received the CRPC designation (Chartered Retirement Planning Counselor). His focus is to bring comprehensive financial planning to affluent individuals across Wyoming. Armed with a broad knowledge of everything from complex investment products to ever-evolving tax laws, he would love to help you and your family towards achieving financial independence. Following a proven process is the best way to plan for your financial future, a process that Lincoln has been successfully using for years.
At Lincoln Financial Advisors, you’ll find the best of both worlds: the resources of a large company with a dedicated planning department and the personal attention you need to establish your financial plan towards success.