Patrick Kendrick joined Henssler Financial in January 2020 as a Client Service Associate where he assisted Associates and Financial Planners with meeting preparation, ensuring all client data is current. Mr. Kendrick was promoted to Financial Planner in October 2021. His responsibilities include assisting Managing Associate Melanie Wells, CFP®, CWS®, and Senior Associate Michael Griffin, CFP®, with reviewing client asset allocation, and client cash flow projections, processing client information, and client services support duties.
Prior to joining the firm, Mr. Kendrick was a server and bartender at Marietta Country Club.
Mr. Kendrick earned his Bachelor of Business Administration in Finance from Kennesaw State University. He is a Registered as an Investment Advisor Representative (IAR) with Series 65 qualification.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
