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Investment Management Team

Our Philosophy

We believe investments should serve your life, not the other way around. By prioritizing your goals and dreams, we deliver efficient and effective investment management tailored to support what truly matters to you. Through Kestra Investment Management LLC ("Kestra IM"), we access outstanding resources that provide timely economic insights, sophisticated analysis, and comprehensive solutions, from strategic asset allocation to personalized portfolio construction, all tailored to  your unique financial journey.

Kestra Investment Management Team

Kara Murphy, CFA&#160;<br/>

Kara Murphy, CFA 

President & Chief Investment Officer

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Derek Schug, CFA

Derek Schug, CFA

Head of Portfolio Management

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Ryan Chang

Ryan Chang

Investment Analyst

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Michael Humbert

Michael Humbert

Portfolio Manager

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John Choquette, CFA

John Choquette, CFA

Investment Analyst

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Svante Rocabado

Svante Rocabado

Investment Specialist

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Landon Patterson, AIF

Landon Patterson, AIF

Senior Investment Specialist

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Alec Randolph

Alec Randolph

Investment Specialist

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About Kestra Investment Management: Kestra Investment Management LLC is an investment adviser registered with the Securities and Exchange Commission. Kestra IM is an affiliate of Kestra Holdings. Kestra IM provides market research, commentary, and portfolio guidance to its affiliated broker-dealers and registered investment advisers. For more information, please reference the Kestra Investment Management LLC Form ADV disclosure brochure. Kestra IM employees are not affiliated with or employees of the independent advisory firms they provide services to nor are the independent registered representatives or registered investment advisors affiliated with or employees Kestra IM.

KDI Wealth Investment Management Team

Shane Keith, MBA<sup>&#174;</sup>, CFP<sup>&#174;</sup>, CPFA<sup>&#174;</sup>

Shane Keith, MBA®, CFP®, CPFA®

Executive Partner, Vice President

KDI Wealth Management

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Diane Greer, CRPC<sup>&#174;</sup>, AIF<sup>&#174;, </sup>AWMA&#174;

Diane Greer, CRPC®, AIF®, AWMA®

Financial Advisor

KDI Wealth Management

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Dylan Justice, AIF<sup>&#174;,</sup> CFP<sup>&#174;</sup>

Dylan Justice, AIF®, CFP®

Executive Partner, Financial Advisor

KDI Wealth Management

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Wealth is more than a dollar amount.

It's a desired lifestyle, relationships, health and more. We seek to help you feel wealth in every aspect of your life.  

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