8901 E Pima Center Parkway
It’s understandable why you may want to know who you will be working with, what credentials and licenses we have or the roles each of our team members play in working with you. Meet our team below. We are ready to serve you.
President, Wealth Advisor
Specializations: Advanced Wealth Planning Investment Planning Wealth Preservation/Estate Planning Business Contingency Planning Retirement Plan Consulting FINRA Series 7, 24, 63, and 65 securities registrations through Commonwealth...
Vice President, Wealth Advisor
Specializations: Retirement Plan ConsultingInvestment PlanningWealth Planning FINRA Series 7, 63, and 65 securities registrations through Commonwealth Financial Network® and applicable insurance licenses Accredited Investment...
Regional Vice President, Wealth Advisor
Micah Crabdree is the regional vice president and wealth advisor at KDI Wealth Management. He works with clients to develop and implement their individualized financial plan, manage assets, and provide wealth management advice....
Integrator, Associate Advisor
CFP®, CPFA®, FINRA Series 4, 7, 24, 63, and 65 Bachelor's in Business Management Master's of Business Administration with an emphasis in Finance Shane leads our team with investment analysis and research in relation to...
As an Associate Advisor, Ryan adds a deeper layer of client support services to the aspects of our clients’ financial goals.
Registered Operations Administrator
FINRA Series 6, 7, 63 and 66 securities registrations through Commonwealth Financial Network as well as applicable insurance licenses. Chartered Retirement Planning CounselorSM professional through the College for Financial Planning...
Patti leads our operations team by providing excellent client service, developing and implementing our processes that help us serve our clients.
Director of First Impressions
Cindy is our Director of First Impressions, the smiling face you see or warm tone of voice you hear when visiting or calling our office. Cindy has a strong customer service background from her 32 years of work experience at Bashas and...
Client Service Associate
As a Client Service Associate, Carla provides support in the administrative management of client accounts, specifically in the Flagstaff location. Prior to joining the KDI Wealth Management family, Carla’s was a accounting and...
Client Services Associate
Levon is a recent graduate from Grand Canyon University where he obtained a Double Major BS in Business Administration & Marketing and Advertising. Levon brings insight into modern business methods as well as marketing best practices.
Nichole brings strong marketing execution skills to keep our clients and community abreast of important market conditions and education related to overall wealth management. Nichole previously exhibited these same skills at Starbucks...
Client Experience Administrator
Pam joins KDI Wealth Management in our Scottsdale location with 34 years in the financial industry. Pam's role is all about enhancing our client experience through client education, events, and in-office experience.