Content for Kendall Acheson
Background
As a lead advisor, Kendall helps clients articulate their vision for the future then crafts a plan to make their vision a reality. With over 15 years of experience, Kendall has developed a deep expertise in working with high-net-worth families helping them align their wealth with what matters to them most.
Outside the office
When not in the office, Kendall enjoys spending time in the great outdoors, playing tennis and traveling with his wife, Jeana and son, Carter.
Education, Designation & Credentials
- B.A. International Affairs
- CERTIFIED FINANCIAL PLANNER™ Certificate
- Certified Private Wealth Advisor®
Insights from Kendall
A Beginner's Guide to Nike's Investment Plans
Whether you’ve been at Nike since the waffle iron days, or have recently joined the team, you’ve undoubtedly come across the many savings and benefit plans offered.
Retire in Your 50's- A Three Step Guide for Nike VP's
It’s no secret that the traditional plan to work until you’re 65 isn’t the norm at Nike. The more common sequence is working your way up the ladder until your mid 50’s, at which point you realize you’re the oldest person in the room. What if you could make work optional in your 50’s and retire at the end of your Nike career?
Retirement Plan Times Newsletter: Advice At A Higher Level, Q2 2021
Learn how to increase participation and engage employees in their financial wellness, as well as learn the benefits of having a retirement plan committee and the different tax tips for approaching retirement.
