Our Newest Team Member: Kendall Seifert

We are delighted to share some exciting news today - we would like to introduce the newest member of our team, Kendall Seifert!

Currently in the process of registering as an Investment Advisor Representative of Blom & Howell, Kendall will be assuming the role of Client Service Advisor. In this capacity, she will work closely with our advisor team, providing comprehensive support across all aspects of financial planning and investment management for our clients.

Kendall's focus will encompass various areas including financial plan development, account service, investment planning, research, and managing incoming and outgoing client communications pertaining their financial planning needs.

To put it simply - she is our next financial advisor in training and we are beyond excited to formally welcome her to our team.

We have posted her bio to our Team Member page so you can become better acquainted with Kendall and her background. Please join us in extending a warm welcome to Kendall as she embarks on this exciting journey!

You are welcome to reach out to her directly at kendall@blomandhowell.com or through our office line at (209) 857-5207.

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Michael Howell, CFP®
‍Co-Owner | Blom & Howell Financial Planning, Inc.

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