Kendyl Roundtree, CFP^®, MBA, MSFP

Kendyl Roundtree is the Owner and Managing Partner of Roundtree Financial, where she leads a team dedicated to helping clients make confident, well-informed financial decisions. As a CERTIFIED FINANCIAL PLANNER™ professional with both an MBA and a Master of Science in Financial Planning, Kendyl specializes in comprehensive planning for individuals, families, and business owners. Her work spans retirement income strategies, multi-generational estate planning, investment oversight, tax-efficient planning, and business succession strategies.

In her partnership with David Schrempf, CPFA^®, founder of Kaizen Financial Planning, Kendyl provides coordinated guidance that bridges personal wealth planning with corporate retirement plan and employee benefit strategies. This collaboration allows clients—especially business owners and executives—to align their company benefit programs with their own long-term financial goals.

Continuing her family’s multi-decade legacy in financial planning, Kendyl is committed to helping clients work towards protecting, growing, and passing on wealth in ways that reflect their deepest values. Her philosophy, inspired by the principle of Kaizen (“continuous improvement”), is that everyone can do something a little better—especially when it comes to building a secure and lasting financial future.

Roundtree Financial is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.