Our Team

Terrell W. Tipton, FLMI©

Financial Advisor

972-874-8757
214-223-7062

Terrell is a financial advisor and focuses on retirement and insurance planning for both individuals and businesses. He has a passion for helping young people get a “jump start” on their financial future, as well as assisting individuals in career transition navigate the road ahead of them. As a former business owner, he works to help companies make the best financial decisions and protect their organization.

Terrell is a very active member of the Southlake Chamber of Commerce, serving on various committees and planning annual events like Oktoberfest and the Golf Shootout. He is also the leader of the Southlake Relationship Networking Group.

Terrell grew up in Lewisville and Flower Mound and graduated from Marcus High School. He began his career in Waco after graduating from Baylor University, but was excited to return to the area in 2004. Terrell and his family are proud to call Flower Mound their home. 

Terrell W. Tipton is not registered with The O.N. Equity Sales Company or O.N. Investment Management Company. 

Brian Hesler

Financial Advisor / Investment Consultant

972-874-8757
214-693-6180

Brian is a financial advisor that focuses on retirement and investment planning for individuals and their businesses. He has a passion for helping new investors build a foundation to build their envisioned financial future.

Brian grew up in greater the Dallas area and graduated from Rockwall High School. He began his career at Fidelity Investments after graduating from North Texas University with a BBA in Economics. He and his wife moved to the area early 2014, became members of Valley Creek Church and are proud to call Flower Mound their home. 

Brian is a very active member in the Dallas Ice Hockey community for the last 15 years. He usually spends Sunday evenings as goaltender for two separate teams in the Integrity Hockey League (MCHA).

David Brian Hesler is a registered representative in the state of Texas holding the series 7 and 63 securities licenses and is a current CFP candidate.

Jack Kendall, CFP®, ChFC®, CLU®

Financial Advisor

972-874-8757
903-519-4021
972-874-8785
1-800-342-4698

Jack joined Kendall Financial, LLC., in 2015 as a financial advisor and assistant to the President.  He is a Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Certified Fund Specialist (CFS®), and Registered Health Underwriter (RHU®).  He is an Investment Advisor Representative in the State of Texas.

Jack has lived in Texas his entire life and is a graduate of Sam Houston State University.  He began his career in the financial profession in 1979 in Houston, TX and continued in the financial business until 1999 when he began providing accounting and consulting services to nonprofit organizations.

He has owned five small businesses and has served as a Securities Principal and an Options Principal.  He is a life-time learner and is currently writing his capstone paper for a Masters of Management degree with a non-profit concentration.  His passion is having the knowledge to provide the right solutions to his client’s financial needs.  He is constantly asking the “what if?” questions to provide multiple strategies for his clients, because the future is always uncertain.

Bonny Sharp

Client Service Manager

Bonny is the office manager and director of client services. She has over 20 years of experience in helping to keep clients and customers happy.  She works closely with our clients to manage the implementation of new accounts, making sure any service issues are taken care of as quickly as possible, and making sure the records are always correct and up to date with the investment and or insurance companies.  After accounts are opened and funded, she manages the day to day service issues.  Bonny attended the University of Texas at Arlington, majoring in Business Administration.   She loves spending her spare time with her children, Jarron, Samantha and Jansen. She also enjoys reading and playing tennis.

 

Cydney Sullivan

Marketing and Events Manager

Cydney Sullivan heads up marketing and public relations initiatives. Her primary responsibilities include: managing Kendall Financials’ involvement in networking, training and workshop events; on- and off-line marketing communications and campaigns; collateral design and enhancements; and marketing campaigns directly related to generating business and enhancing customer awareness in the local community. She holds a BBA in Marketing from Texas State University.

Prior to joining Kendall Financial, Cydney worked for Fortune 100 companies including Verizon and Fidelity Investments. She also owned and operated her own local retail business. As a result, Cydney brings tremendous creative talents and a wide network of business experience and contacts to the Kendall Financial team.

In her spare time, Cydney likes to spend quality time with her family including her husband Terry and 2 wonderful teenagers, Shane and Tara. She also enjoys planting, reading and hanging out with her good friends. If you would like to contact Cydney, head over to the Linking Together Group at www.linkedin.com/in/cydneysullivan or the Kendall Financial website at www.kendallfinancial.net.

 

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