KDI Wealth Alchemist

KDI Wealth Alchemist is a podcast by CEO, Kevin Dick and President, Carrie Dick of KDI Wealth Management. In this podcast, they blend practical financial insights with a holistic approach to wealth-building, guiding listeners to better understand wealth management. With years of experience and a deep commitment to empowering and coaching others, Kevin and Carrie break down complex financial concepts and share real-world strategies, inviting co-hosts who offer thoughtful insights.

The information in this material is not intended as tax or legal advice. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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 states in which they are properly registered. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-553-7872.

KDI Wealth Management
8901 E Pima Center Parkway, Suite 205
Scottsdale, Arizona 85258
877-474-4350

kdiwealth.com

Host

Carrie Dick, President, KDI Wealth Management

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.

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