Trust. Experience. Confidence.

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My name is Rob Kendall and I am Senior Vice President of the Kendall Investment Group in Muskegon, Michigan.

Prior to joining UBS, I was a Commercial Lender for Huntington Bank for 10 years.  A native of Muskegon, I earned a bachelor’s degree in Finance from Central Michigan University and an MBA from Grand Valley State University.  I also hold certifications as a Chartered Retirement Planning Counselor and in Portfolio Management.

Since 1998, and over several market cycles, I have been helping my clients manage their resources by developing a custom financial plan.  Through the consultative process, I will assist in developing that plan while saving for retirement and will also support you in managing your hard-earned dollars once in retirement.  I provide customized portfolio management, lending for short-term and long-term needs, as well as joint consultation on estate planning and charitable giving.  I work closely with your estate attorney and tax advisor to create a comprehensive team approach.

In addition to my career, my wife (Amy) and I enjoy traveling, golf, fishing and time with family.  We live in Spring Lake, Michigan and are the proud parents of two grown boys – Kyle and Kaden.

• Forbes Best-in-State Wealth Advisors, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

• Chartered Retirement Planning Counselor

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Kyle has navigated the financial services industry for almost 7 years, joining UBS in April of 2022. Since that time, he has provided advice and guidance to hundreds of clients across the country as part of the UBS Wealth Advice Center in Birmingham, MI. As of June 2024, Kyle returned to West Michigan to join the Kendall Investment Group as a Financial Advisor and help continue our team's tradition in Muskegon.

Prior to joining UBS, Kyle spent over 4 years with Deloitte in their Audit & Assurance practice serving both large SEC and privately held companies. He holds two degrees from Michigan State University, both a B.A. and M.S in Accounting. Kyle also maintains Series 7 and 66 securities licenses, and is currently pursuing his Certified Financial Planner (CFP) designation.

Kyle is a relationship builder and aims for long-term connections with people. He is aligned with our team's desire to provide excellent advice and service to clients over their lifetime, and for generations to come. Kyle is focused on understanding our clients' goals through a comprehensive financial planning process and guiding them to make informed decisions.

Outside of work, Kyle loves to be outdoors. This includes sunny days out on the water, sharing a camp fire with friends and family, and the endless pursuit to improve his golf game.

• Michigan State University, Master of Science in Accounting
• Michigan State University, Bachelor of Arts in Accounting

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Sandra Bantien is a seasoned Wealth Strategy Associate at UBS Financial Services with 25 years of experience within the firm, where she plays a pivotal role in supporting the Kendall Investment Group. With a Chartered Retirement Planning Counselor℠ (CRPC®) designation, Sandra brings deep expertise in retirement planning and wealth strategy, helping clients navigate complex financial decisions with confidence and clarity.

Based in Muskegon, Michigan, Sandra is known for her meticulous attention to detail and her commitment to delivering exceptional client service. She is actively involved in managing client accounts, coordinating investment proposals, and ensuring compliance with firm policies and procedures.

A lifelong resident of Norton Shores, Sandra enjoys going to amusement parks, hiking with her dogs and spending time at the beach.