Senior Client Service Advisor
Associate Financial Advisor
Kendra joined the JGP Wealth Management in 2015, bringing with her 17 years of experience in the industry, and her FINRA Series 7, 63, and 66 registrations. Moreover, she is currently working toward becoming a Certified Financial Planner™. Her primary role is the development of our client relationships and making sure that our clients’ experiences with the Group are the best they can be every time. Toward that end, she supports all back-office administrative tasks; helps in the preparation of client reviews; and engages with clients in the investment planning process by collecting and processing data, reporting back results, and coordinating additional resources to fulfill our clients’ needs. The go-to person for any questions about online access or matters relating to statements and other mailed materials, she is also a member of the Development and Operations teams and helps to plan special events for our clients and our team.
A graduate of the University of Idaho, Kendra has spent most of her life in the Portland area. Married with one daughter, she is a strong supporter of the Oregon Humane Society and SOLVE, and she volunteers in her daughter’s classroom as often as possible. An avid runner and reader, she and her family enjoy travel, wine tasting in the Pacific NW, cooking at home and taking long walks in their neighborhood.