Kendall is best identified as a follower of Jesus, husband to Courtney and father of Austin and Tanner. At Castlepoint, he is primarily responsible for the strategic direction and vision of the firm.
Kendall founded Castlepoint Wealth Advisors in 2015 based on his belief in the importance of fee-only, client-centered investment advisors as well as creating a culture where caring and talented people can thrive in their lives and careers.
With 21 years experience in advising clients on a wide range of business and wealth management topics, Kendall possesses extensive expertise and specialized knowledge regarding entrepreneurial strategies and family wealth transfer topics.
Kendall is the author of Abundance—Your Path Starts Here. He received his BS in finance with a minor in accounting from The University of Oklahoma, and in 2005 attained the CERTIFIED FINANCIAL PLANNER™ designation. Additionally, Kendall holds an Accredited Estate Planner® (AEP®) designation, and The Chartered Advisor in Philanthropy® (CAP®) designation.
Kendall has the privilege of serving on several advisory boards, including Search Ministries Oklahoma City and FCA Oklahoma. He also enjoys serving as a volunteer coach for his kids’ athletic teams.