Financial planning and beyond

Three generations in the front yard

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Robert-Kendall

    Rob Kendall

    Senior Vice President–Wealth Management

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    • AL
    • AZ
    • CA
    • CO
    • DC
    • FL
    • GA
    • ID
    • IL
    • IN
    • KY
    • MA
    • ME
    • MI
    • MN
    • MO
    • MT
    • NC
    • NH
    • NM
    • NV
    • OH
    • PA
    • SC
    • SD
    • TN
    • TX
    • VA
    • WI

    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, 2023The 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
      945 West Norton Avenue
      Muskegon, MI 49441
    • Sandra-Bantien

      Sandra Bantien

      Wealth Strategy Associate

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      • AZ
      • FL
      • GA
      • IL
      • IN
      • MI

      Sandra has over 23 years of experience in our industry and currently holds the Chartered Retirement Planning Counselor (CRPC®) designation. 

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

          • Chartered Retirement Planning Counselor
          945 West Norton Avenue
          Muskegon, MI 49441
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          Amy Lynn Kaiser

          Client Associate

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            Amy joined UBS in 2018 after working over 30+ years at a major financial services firm. Amy is an integral part of the Kendall team covering numerous tasks such as opening & maintaining client accounts, assisting with online services, banking services, and other administrative items.


            Amy and her husband Frank live in Grand Haven, MI and enjoy traveling, camping and spending time with family.

                  945 West Norton Avenue
                  Muskegon, MI 49441

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