8817 East Bell Road
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
FINRA Series 4, 7, 24, 63, and 65 2020 NYU CFP Candidate 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...
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 Daniels is the newest operations team member to join the KDI Wealth Management Family. She joins us in Arizona via Arkansas, where she was born and raised. Patti brings a strong operational and customer service background with...
Customer Service Associate
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...
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...