Kendrick Thiede is an experienced investment advisory professional with a strong background in customer service and financial guidance. Currently serving as an Investment Advisory Specialist at United Planners Financial Services since December 2022, Kendrick previously held positions at Charles Schwab as a Move Money Associate, where responsibilities included managing outgoing Federal bank wires and identifying fraud. Prior experience includes roles at Advisor Group focusing on advisor support and transition processing, as well as experience at Vanguard providing investment guidance. Kendrick has a Bachelor of Science in Exercise Science from Northern Arizona University and an Associate’s Degree from Scottsdale Community College, along with foundational education at the United States Air Force Academy.
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