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Meet Your Advisor

Kendell Phillip is the Founder and

Chief Investment Officer of Lockstep Financial

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Kendell's Background 

Kendell was born on the island of Trinidad to a large, close-knit family. At the age of nine years old, he immigrated to New York City with his mother and older siblings. This was quite a transition from the quiet and warm island life he was used to. He attributes his adaptiveness to this move. He watched his mother navigate life in a new city, with small children, by herself. Her struggles as well as her achievements helped fuel Kendell's desire to be as self-sufficient as possible and learn about every opportunity for financial growth at his disposal.

Prior to founding Lockstep Financial, Kendell worked as a Systems Engineer at Northrop Grumman.  For six years  he simultaneously worked as a Propriety Trader for Maverick Trading. His experiences trading with this firm empowered him to start his own company to serve his community and make the average individuals financially savvy.

Kendell has a Series 65 license, a Bachelor's of Science degree from The Pennsylvania State University, and a Master's from John Hopkins University. He and his wife currently reside in Maryland.  When he's not following the stock market, he enjoys running, working on his chess game, and finding restaurants that satisfy his self-proclaimed "critical palate."

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Who Do I Help

I help individuals and families reach their long-term investment goals. This includes individuals with little to no knowledge about investing or the stock market, as well as those that already have a solid understanding of it.

How I Do It

I meet with clients to understand their goals, wants, and needs. I then analyze their current investments, if any, to determine if they are on track to meet those goals. Finally, I provide recommendations on investment strategies that will attain their objective.

What's in it for You

You will gain confidence and peace of mind knowing the vision you have for your future is not just a vision; It is within your reach.

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