Kendall Bregenzer

I believe the starting point of any financial conversation should be with you—your life, your family, and your goals. I'll listen to what's important to you and design a financial plan to take you from where you are to where you want to be. My vision is to live in a world where the gender wealth gap has closed. I'm committed and passionate about working with women to ensure they feel educated and empowered around their finances. As a wife, a sister, and a friend, I'm dedicated to helping individuals feel comfortable and excited about what lies ahead. My husband Jordan supports my vision and we strive to live by design and lead by example for the clients that we serve. As an advisor, I value honesty and authenticity in my financial practice when working with clients.