Ronald G. Kendall Joins KeatsConnelly

KeatsConnelly, an award-winning wealth management firm in Phoenix that specializes in managing the complexities of accumulated wealth as well as US/Canadian cross-border planning, has named Ronald G. Kendall its compliance officer.

Kendall, a Goodyear resident, will be responsible for establishing and implementing effective compliance programs to prevent illegal, unethical and/or improper conduct. He will also act as staff to the firm’s CEO and governing board by monitoring and reporting results of compliance and ethics efforts by the company. He has over twenty year’s experience in compliance, including work with INVEST Financial Corporation, Intersecurities, Inc. and Transamerica, which are all located in Florida. Kendall holds a Bachelor of Arts in Business Administration from St. Ambrose University in Davenport, Iowa.

About KeatsConnelly

Keats, Connelly and Associates is a wealth management firm with offices in Arizona, Florida and Michigan. The firm specializes in managing the complexities of accumulated wealth and US/Canadian cross-border planning through an integrated approach including: financial, investment, tax, estate and business planning, as well as the detailed management of all financial records and accounts. KeatsConnelly’ fee-only compensation model enables the company to maintain its philosophy of promoting clients’ best interests at all times while avoiding any potential conflict of interest with commissions. For more information on Keats, Connelly and Associates, please visit

Related Downloads

Printer Friendly (PDF)

Posted in In The News
Cross-Border Series
The Border Guide
Now available in its 11th edition, The Border Guide has sold over 80,000 copies and is considered the definitive cross-border financial tool for Canadians living, working and investing in the United States.
A Canadian's Best Tax Haven
This book will show you how to realize your dream of living a lifestyle in a climate that allows for year-round golfing and sandy beaches while lowering your taxes and cost of living.
Taxation of Canadians in America
This book addresses individual US taxation and estate planning issues you will face as a Canadian living in the US.
Taxation of Americans in Canada
US citizens and green card holders are subject to US tax regardless of where they reside in the world. Are YOU at risk?

Crossing the Border?
Get Updates from Us