Kendra serves as an Financial Services Assistant / Tax Preparer since joining the firm in 2018. She works out of our Celina office and is part of the financial services and tax teams. She specializes in providing the following services:
- Customer service to our Financial Services clients
- Preparation of applications for new and existing Financial Services clients
- Customer service for life insurance, long term care, and disability insurance clients
- Delegation of incoming financial services work
- Preparation of individual tax returns
Kendra is a graduate of Jay County High School and Ft. Wayne International Business College. She participates in professional development seminars and continuing education courses to ensure the highest level of service and expertise for our clients. Kendra resides in Coldwater, Ohio with her husband Nick and they have one child.
“I enjoy reaching out to our clients needs in every way possible by assisting them to reach their goals.”