Celebrating 20 Years of KDI! 🎉
Our 20 year anniversary is coming up and what an incredible journey it's been! In this special episode (Episode 20!)Â of the Wealth Alchemist podcast, Kevin and Carrie take you behind the scenes of KDI's remarkable 20-year story.
From humble beginnings as a two-person team to today's family of 16 dedicated professionals, we share the pivotal moments that shaped who we are: leaving the wire house world to put clients first, building a planning-based approach that goes beyond just investments, we’ve created a team culture where everyone is committed to continuous learning and exceptional service.
Most importantly, we talk about what drives us every day—ensuring our clients feel heard, understood, and confident in their financial journey. It's been an honor to celebrate life's biggest moments alongside so many amazing families, and we're just getting started!
Here's to the next chapter of serving our clients with the same heart and dedication that brought us here. The future is bright!
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Securities offered through Kestra Investment Services, LLC, member FINRA/SIPC (Kestra IS). Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS). KDI Wealth Management, Bluespring Wealth Partners, LLC, Kestra IS and Kestra AS are affiliated through common ownership by Kestra Holdings. Investor Disclosures: https://www.kestrafinancial.com/disclosures.
This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872).
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