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Kevin Dick, CEO, KDI Wealth Management

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.

https://www.linkedin.com/in/kevindickimg/