Kaela B. Eby

ddale@sendero.com

For Sendero, trust is a foundational pillar to establishing strong and lasting relationships. Kaela believes that trust is built through exceptional client service. Every day she strives to go above and beyond to exceed client expectations. Since joining the Sendero team in 2019, Kaela has endeavored to build solid relationships. Work Background (2020-Present) Client Relationship Specialist, Sendero Wealth Management (2019-2020) …

Sadie I. Schweers

ddale@sendero.com

Sendero was built with a core promise to serve. Sadie exemplifies altruism in her daily work and is determined to create positive change for her clients and the community. Her vast knowledge and experience working with non-profits, as a board member and a volunteer, has truly solidified her as a philanthropic leader. Her ingenuity and methodical approach in solving for …

Lori K. Darchicourt, CPA

Sendero Wealth Management

Sendero’s mission is to change lives through strengthening families, empowering clients and building peace of mind.  We do this through having honest conversations and educating our clients, all while embracing a culture of doing the right thing no matter what.  The integrity of this mission aligns with Lori’s personal core values and is one of the reasons she joined Sendero.  …

Ariel Palomo

Sendero Wealth Management

Sendero and its employees adhere to the strict honor code, “You do it right every day, even if it might hurt”. Ariel personifies this daily in his work. He enjoys creating a meaningful bond with the relationships he serves. This bond and personally engaging in finding solutions for clients. Ariel says, “I receive personal satisfaction and sense of accomplishment when …

David H. Coull

Sendero Wealth Management

Security has always been a top priority for Sendero. Our mandate is to assure that we have partnerships with technology service providers that are in alignment with our commitment to keeping clients information safe. David makes this his daily goal. He enjoys the challenges and pace of our industry while concentrating on the complexities of compliance surrounding new technology.  Sendero’s …

Rodrigo Lopez

Sendero Wealth Management

Sendero was founded with the principle that details matter.  In this technology driven era, information veracity is paramount. One must cull through the noise to find the clearest picture of what truly matters.  For Sendero, it is extremely important to produce the highest quality asset allocation models. In his quantitative role, Rodrigo helps create models and mines for information critical …

Cindy M. Wyatt

ddale@sendero.com

Trust, Honor, Respect, Service and Family are Sendero’s core values.  Cindy embodies these values in her work.  As a leader, she brings people together and challenges teams to stay focused while putting their best foot forward.  She doesn’t limit her leadership to inside the office; Cindy is often the impetus for Team Sendero competing in many of the local sports-related …

Adam D. Roth

ddale@sendero.com

Our entire team supports your stewardship strategy. Adam oversees client billing, as well as business intelligence. Never content with the status quo, he continues to search for ways to improve processes. Adam is dedicated to serving our clients and his team. Work Background (2018-Present) Accountant, Sendero Wealth Management (2014–2018) Billing Specialist, Sendero Wealth Management Account Tech, University of Illinois Education …

Fabian J. Rodriguez

ddale@sendero.com

Trust – assured reliance on the character, ability, strength, or truth of someone or something, (Merriam-Webster). Sendero firmly believes trust cannot be outsourced. Fabian is a trusted advocate for families and boards, a true complement to the work they are doing. He earns their respect through his collaboration and ability to simplify complex ideas, building peace of mind in his …

Debbie A. Ponzio

ddale@sendero.com

Our promise is to protect and care for our families as if they were our own.  Debbie has spent over twenty years cultivating her commitment to treat clients as family.  She is committed to making each client’s journey with Sendero exceptional. Work Background (2014-Present) Client Experience Associate, Sendero Wealth Management Director of First Impressions, Netting & Pace, CPAs Reconciliation Specialist, …