3913 West Prospect Avenue
The Zuleger Kendall Group
Our business is built on a foundation of personal, thoughtful relationships while putting our clients first every day.
Anyone can explain what they do; some can explain how they are different; but very few can clearly articulate why they do what they do.
We understand the importance of why and are excited to share our WHY with you!
We are faith-filled family advisors who approach every client interaction with humility and compassion.
We support multi-generational families through various stages of financial literacy and planning.
We lead with and from the heart to make a genuine difference in our clients’ lives.
Assistant Vice President, PWM Team Client Service Lead
Assistant Vice President, Senior Client Specialist
We work closely with clients to understand the “why” behind their financial goals, dreams and decisions. With that insight, we create individualized, detailed plans built with industry-leading expertise and we back it with our refined approach to service. We work passionately to deliver clear financial direction so our clients can approach life with confidence.