Kenneth Kendall, CLU© , CFP©
President & Founder
Ken is President and Founder of Kendall Financial LLC, and has over 50 years experience in financial services. He specializes in financial and retirement planning. He is a Chartered Life Underwriter (CLU), a Certified Financial Planner (CFP(TM)), and an Investment Advisor Representative in the state of Texas.
A graduate of Spring Arbor University and The American College, he has qualified for the Million Dollar Round Table, Court Of The Table, National Quality Award, National Sales Achievement Award, and many other industry awards throughout his years of service.
Ken has taught financial planning seminars at local colleges, as well as for several business, churches and community organizations. He is an affiliate of the Wealth and Wisdom Institute, a national organization of financial professionals who are deeply concerned about the path we are traveling as a nation, and the impact it will have on everyone’s financial future. Wealth and Wisdom Institute affiliates conduct financial education classes in locales around the nation.
He has been married to Lana for over 50 years, has 2 children, 6 grandchildren and 2 great grandchildren. He believes in paying his "civic rent" by being active in community activities, and is a member of Crossroads Bible Church.
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Brian Hesler
Financial Advisor / Investment Consultant
Brian is a financial advisor that focuses on retirement and investment planning for individuals and their businesses. He has a passion for helping new investors build a foundation to build their envisioned financial future.
Brian grew up in greater the Dallas area and graduated from Rockwall High School. He began his career at Fidelity Investments after graduating from North Texas University with a BBA in Economics. He and his wife moved to the area early 2014, became members of Valley Creek Church and are proud to call Flower Mound their home.
Brian is a very active member in the Dallas Ice Hockey community for the last 15 years. He usually spends Sunday evenings as goaltender for two separate teams in the Integrity Hockey League (MCHA).
David Brian Hesler is a registered representative in the state of Texas holding the series 7 and 63 securities licenses and is a current CFP candidate.
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Eustace "Ace" Fernandes
Financial Advisor / Insurance Agent
Ace has been licensed and in the Securities and Insurance industry since 1999. Born in Pune, India, he has lived and worked in India, Bahrain and the UAE. He has a Bachelors in Commerce and a Masters Diploma in Business Administration. Ace has a passion to help clients make the right financial decisions and succeed. He specializes in helping businesses select the right employee benefits and helps the Business Owners and their Key employees in achieving their personal financial goals. Ace prefers to work in teams with other financial experts to help his clients get the best advice and solutions.
Since 1999, Ace has focused on helping first generation Business Owners who are originally from India and own Software Businesses or are Doctors.
Ace is a registered representative in the state of Texas holding the series 7, Series 65 and Series 63, securities licenses He has completed all the prerequisites courses for the CFP designation but has not yet made the time to attempt the final exam. He also has his General Lines License – that include – Life, Accident, Health, HMO and Property and Casualty Insurance. He has been an active Member of the National Association of Insurance and Financial Advisors (NAIFA) since 1999.
Ace considers himself to be a lifelong student and is always learning new ideas which could benefit his clients. He attributes this to the fact that he is the son of a teacher and he loves to teach and educate his clients at every opportunity he gets.
Ace speaks English, Hindi, Marathi and Konkani.
Ace has been married to Patricia since 1994. They immigrated to the USA in 1995. They have 2 lovely daughters Ruth and AnnaMarie. They live in Coppell. They are parishioners of St. Ann Catholic Church – where Ace has been an Usher for over 15 years and is a 4th Degree Knight of Columbus. Patricia has been working at Southwest Airlines since 1999. They love to travel all over the world and enjoy spending quality time with Patti’s family in Toronto, Canada.
Ace can also be reached at a direct line 214-LIONKING
Bonny Sharp
Client Service Manager
Bonny is the office manager and director of client services. She has over 20 years of experience in helping to keep clients and customers happy. She works closely with our clients to manage the implementation of new accounts, making sure any service issues are taken care of as quickly as possible, and making sure the records are always correct and up to date with the investment and or insurance companies. After accounts are opened and funded, she manages the day to day service issues. Bonny attended the University of Texas at Arlington, majoring in Business Administration. She loves spending her spare time with her children, Jarron, Samantha and Jansen. She also enjoys reading and playing tennis.
