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Kendall Maltby
Associate, Compliance and Operations
Kendall serves as liaison between compliance and wealth management operations. She is responsible for supporting the firm’s compliance program by assisting Travis McKinney, Chief Compliance Officer, with helping to ensure all activities meet the requirements of state and federal legal and regulatory agencies. Additionally, she supports the operations team by conducting audits, maintaining accurate client data and recordkeeping, and running reports.

Outside the office, she enjoys hiking, cooking, spending time with family and friends, and attending concerts.

Education:

  • Kennesaw State University – Bachelor of Business Administration in Management