Broker Check

Kate Kendall

Director,
Finance and HR


katelynn.kendall@ccgwealth.com

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I’m proud of our firm and the relationships we have with our clients. In 2006, I began working for Integrated Financial Partners (*Merged with Coastal Capital Group in 2012) while pursuing my BS in Finance at Salem State University. What started as a job quietly became a career for me. I learned how much I cared about our clients’ outcomes and developed a deep dedication to supporting their success. As a result, I am fanatical about upholding our service commitment and delivering a consistent client experience.

I am passionate about creating an environment that emphasizes efficiency and results as much as trust and respect. Above all, I love the focus that our entire team has on helping our clients pursue their goals.