Kendall Maccagnan (CFP®, CPA)

Additional Information

As a fiduciary, I am committed to acting in my clients’ best interests and helping them build financial lives around what is truly meaningful to them. That’s ultimately why I do this work. No two people have the same goals, priorities, or definition of success, and I find it incredibly rewarding to help clients bring clarity to those ideas and create a plan for moving forward. My path here wasn’t perfectly linear. I spent over nine years in accounting, beginning my career as an auditor and later moving into accounting leadership roles at both a Fortune 100 company and a privately held mid-sized organization. Those experiences gave me a strong technical foundation in financial reporting, analysis, and business decision-making. Over time, though, I realized I wanted to use that experience in a more personal way by working directly with people and helping them make better decisions about both their businesses and their lives. Today, I get to combine the parts of my background I enjoy most: numbers, strategy, problem solving, and turning a well thought out plan into meaningful progress. I also genuinely value the relationships I build with my clients. I learn from their experiences and perspectives just as much as I hope they learn from me. My own journey has also taught me that progress isn’t always about moving faster. Sometimes the best decisions come from slowing down, understanding what you’re working toward, and being intentional about the path you take to get there. That’s a perspective I try to bring to both my own life and the work I do with my clients.