Kendra has been employed by Summit Investment Management, Ltd since May 2001, and has many years experience working in the Investment management business.
She handles all of the daily operations and administrative needs of the office.
She also works with our clients on a variety of issues from account set up to funds distributions and beyond.
Prior to joining Summit, Kendra gained her initial experience in the investment industry while working at Ellenbecker Investment Group as an Administrative Assistant.
Summit Investment Management, Ltd. (2001 – Present)
- Operations and Client Service Manager
Ellenbecker Investment Group (1999 – 2000)
- Administrative Assistant
- B.S. (Early Childhood Education) – University of Wisconsin – Milwaukee