"Strive not to be a success, but rather to be of value." - Albert Einstein
Jason Kendall is passionate about helping clients navigate life's financial ups and downs to achieve their ultimate dreams. He understands that reaching long-term success requires patience, sharp focus, and steady determination.
Jason began his career in 1999 after graduating from Manchester University. He initially took on the challenge of managing an insurance book of business with Shelter Insurance®, where he helped clients protect themselves against risk. Driven to expand his expertise, he began coursework for the CFP® designation—a journey he successfully completed after partnering with William Snow at SFS Wealth Management.
Deeply committed to his community, Jason has held key leadership roles with the National Association of Insurance and Financial Advisors (at both state and local levels), the Greentown Lions Club, the National Greentown Glass Association, and Kokomo Zion Church. Outside of work, Jason is a proud father who loves supporting his children's milestones, cheering on his daughter who recently graduated from Ball State University and his son who is a student at Indiana Wesleyan University.