Kendall Maccagnan (CFP®, CPA)

Additional Information

As a fiduciary, I am committed to acting in my clients’ best interests and strive to help them pursue what is truly meaningful in their lives. That’s ultimately why I’m here. Every day I get to wake up and do the work that I can honestly say energizes me. No two individuals have the same goals, dreams, or perspectives, and that’s what makes this work so rewarding. I have the opportunity to learn from my clients just as much as I guide them, and that mutual growth is something I truly value. My path to this point hasn’t been perfectly linear. I spent nearly nine years working as a CPA. I started my career as an auditor and later moved into accounting leadership roles at both a Fortune 500 company and a privately held mid-sized organization. Those experiences gave me a strong technical foundation and valuable leadership skills, but over time, I realized I wanted to pursue something more personal and meaningful. Today I feel deeply passionate about the work that I do and don't take a single day for granted. I find genuine fulfillment in helping my clients, and through my service, I personally strive to become 1% better every day. I am energized by numbers, strategy, executing a well thought out plan, and seeing meaningful progress over time. While this work can be analytical and fast paced, my own journey has taught me the importance of slowing down and appreciating the process along the way, and I also aim to carry that perspective into the work I do with my clients.