Anne Kendall joined Aldrich in 2024 and brings a dynamic background in finance, banking, and tax strategy to her role serving high-net-worth individuals, S-corporations, C-corporations, and partnerships. With over 15 years in finance, including experience in investment banking in New York City, and nearly a decade focused on tax, she blends analytical depth with strategic insight to support clients in navigating complex financial landscapes.

Anne holds a Bachelor of Science in Marketing from Kansas State University, an MBA in Finance from Southern Methodist University, and a Master of Science in Accounting from the University of Wisconsin, Milwaukee. She is also a Certified Public Accountant (CPA).

Outside of work, Anne enjoys staying active through pickleball, golf, skiing, hiking, and gym workouts. She also values time spent traveling and visiting her grown sons in Los Angeles and New York City.