Kendra Smith | Office Manager in Alabama | Wealth Strategies

Kendra Smith

Office Manager
205-397-3333

Since 2008, Kendra Smith has served as the Office Manager for Wealth Strategies, LLC. Kendra is skilled at keeping things orderly and systematized, and she enjoys helping fellow administrative assistants do the same.

Kendra believes the sweet spot of success in an advisory office exists where advisors are freed to advise by administrators who are freed to administrate. She feels this is key to providing clients with a stellar service experience. Kendra holds a Bachelor of Business Administration from University of Montevallo and has worked in financial services since 2005.

She is actively involved with The Church at Shelby Crossings where she has served on the Stewardship Team and works with the Firehouse Shelter cooking ministry. She and her husband, Jonathan, enjoy working on home projects together and spending time with their kids and grandkids.