Carrie is a seasoned financial advisor and business owner with a passion for helping entrepreneurs navigate the complex world of wealth management and business exit planning. With over 18 years of firsthand experience as a successful business owner herself, she understands the intricacies, challenges, and emotions that accompany the process of building a successful business, accumulating, and managing wealth, and transitioning from one chapter to the next. Carrie knows that a well-prepared strategy is essential for any business owner looking to maximize the value of their company and secure their financial future. She recognizes that this pivotal moment requires careful consideration, meticulous planning, and a customized approach tailored to each client's unique circumstances.

Dylan is a distinguished graduate of the W.P. Carey School of Business, where he earned his bachelor’s degree in finance. Now, as a valued addition to KDI Wealth Management, he has advanced from the position of Client Service Associate to Licensed Service Advisor.

In 2005, Kevin founded KDI Wealth Management driven by dissatisfaction with the one-size-fits-all financial planning of a large national firm. Inspired by the 5-star, 5-diamond service from his hospitality background, he envisioned a personalized, holistic wealth management experience. Committed to excellence, Kevin assembled specialized teams to cater to each client's unique needs. This approach delivers advanced, comprehensive wealth management planning and advice for multigenerational families, entrepreneurs, and high net worth individuals and couples seeking a strategic partnership.

Shane leads our team with investment analysis and research in relation to account management. Shane serves our clients in quarterly and annual strategy sessions as one of our lead Wealth Advisors. Shane also plays an integral part in the training and development of KDI Wealth advisors through internal continued education, individualized education programs, and leading KDI Wealth’s onboarding program. Shane began his career with a five-year tenure at Vanguard in client service, compliance, and management prior to joining KDI Wealth.