After spending 10 years in corporate America, I opened KD Wealth Management to provide value-based innovative wealth services. As a fee only advisor, I serve clients in a fiduciary capacity that allows cost transparency while providing high-quality financial planning and advice.

After obtaining my BS in Chemistry, I worked for an oil pipeline for 5 years. While it was fun being a professional problem solver, it wasn’t my passion. I made a leap into financial services and spent 5 years working for a national firm. I knew I was compelled to open my own firm to stay relevant in offering innovative, value-based investing advice.

When I’m not nerding out talking about how your 401K can “save the turtles,” I spend my time in nature; lifting heavy weights or doing yoga; walking my dogs; and enjoying life. My son, Quentin, is 16 and that means he alternates between being the apple of my eye and the pain in my rear. I think live music is better and bumper stickers should be issued.

This business is a place of belonging, agency and autonomy. This is a place where you are safe to bring your authentic self and you will be met with my own authenticity.

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