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Meet Your Advisor

Kendell Phillip is the Founder and

Chief Investment Officer of Lockstep Financial

About: Headliner
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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.

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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.

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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."

About: About

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.

About: Services

LOCKSTEP FINANCIAL LLC (“LF”) is a Registered Investment Adviser offering advisory services virtually, in the state of MD, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by LF in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of LF, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

    ©2023 Lockstep Financial LLC - All Rights Reserved

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