Kendall Sean Koens

When Kendall was in first grade, his father had a stroke at age 46 and was permanently disabled. Ever since then he has had a conviction on the need for personal financial planning. He saw first-hand how a strong financial plan, with Northwestern Mutual, allowed his family to continue to live a “Life Worth Living".

Kendall began his career as a financial advisor September 12^th, 2001. He is fully licensed holding the Series 6,7,63, 65 and SIE as well as Life and Health Licenses. He holds his Chartered Life Underwriter designation®, one of the most well regarded and well-known designations in our industry. Per the American College of Financial Services, a financial professional with a CLU® has extensive knowledge of life insurance and has obtained a level of life insurance expertise that exceeds basic life insurance underwriting requirements.

In addition, Kendall also holds his Retirement Income Certified Professional® designation. The RICP® program empowers financial professionals with the knowledge they need to become experts in today's fast-growing retirement planning market. This accredited program teaches skills necessary to build sustainable retirement plans using industry approved strategies for tax sensitive income planning, estate planning, portfolio assessment, health expense budgeting, and home equity distributions.