Our Team

Focuses:

Retirement Plan Consulting

Group Benefits

Retirement Income Planning

• Life and Health Series SIE, 6, 63, 66 and 7.

Bill Stewart has nearly two decades of experience in helping individuals plan their financial future and navigate retirement. He is passionate about empowering others by providing them with knowledge to ask the right questions and discover essential answers. He was actively involved in Rotary del Sol for 18 years while living in Albuquerque, New Mexico, serving on the foundation board and holding various key roles in the club.

Bill and his wife, Tracy, recently moved to Scottsdale, Arizona to start a new chapter in their lives. Bill values his marriage to Tracy and takes pride in raising their two sons Alex and Zach. Alex graduated from ASU with a degree in mechanical engineering, and Zach is currently studying computer engineering at ASU. The Stewart household is completed by their two beloved dogs, Frank and Buddy. In his free time, Bill enjoys indulging in his love for baseball, especially the St. Louis Cardinals. He also finds pleasure in golf and ice hockey, participating in the latter with a lighthearted perspective, focusing on exercise and camaraderie.

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 was an accounting and management professional for over 20 years. She loves working with people and has a strong background in customer service. Throughout her career, Carla’s colleagues have known her as someone who is great at solving complex problems, is very detail oriented and has a solid work ethic, which is what has consistently helped her improve quality assurance and accounting efficiency. She has a strong sense of integrity and has never met a stranger.

Carla, originally from New Mexico, has lived in Arizona since 1991. She and her husband, Toby, have two children, one grandson and a granddaughter. Together, they love to spend time in the outdoors camping, hunting and fishing.

Focuses:

Wealth Management

Exit Planning

Retirement Plan Consulting

• FINRA Series 7, 63, and 65 securities registrations through Commonwealth Financial Network® and applicable insurance licenses
• Certified Exit Planning Advisor, CEPA thought the Exit Planning Institute
• Accredited Investment Fiduciary℠ AIF^® FI360, Pittsburg, Pennsylvania
• Certified Plan Fiduciary AdvisorS℠, CPFA^® through National Association of Plan Advisors
• Bachelors of Science in Psychology from Grand Canyon University
• Master and 10x Member of Strategic Coach

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.

Carrie, with her husband, Kevin, have two children, Mason and Bailee who they love seeing growing and thriving in their young adult years. Carrie enjoys being outdoors, playing sports, reading and learning. Together, she and Kevin love to travel and spend time with their children creating memories through experiences and adventures.

Cindy is the friendly face and warm voice that welcomes you to our office. With 32 years of customer service experience and two awards from her time at Bashas, Cindy excels in making people feel at ease by sharing the joy in her heart through her smile.

Outside of work, Cindy and her husband of 17 years love spending time with their grandkids, volunteering at Expedition Church, and participating in activities like the Arizona Ironman. Adventure is her middle name, having completed a 69-mile mountain biking trek, hiked the Grand Canyon twice, and conquered numerous triathlons and Ragnar races.

• FINRA Series 6, 7, 63, and 66 securities registrations through Commonwealth Financial Network, along with applicable insurance licenses.
• Chartered Retirement Planning CounselorSM professional certified by the College for Financial Planning in Denver, Colorado.
• Accredited Investment Fiduciary^® (AIF^®) designation.

Diane began her investment career in 1983 after graduating from UCLA with an economics degree. She worked for an investment management firm in Los Angeles for over 20 years, holding various positions such as senior trader and vice president overseeing asset allocation. With a diverse investment and financial background, Diane is dedicated to providing exceptional client service and assisting individuals in achieving their financial goals.

Since 1998, Diane has been a resident of Arizona, where she cherishes the natural beauty of the outdoors through activities like fishing, hiking, gardening, and birding—her latest passion. She also values quality time spent with her family, both in Arizona and Texas. Additionally, Diane actively participated in the Kiwanis Club of Zane Grey Country for a decade.

Dylan is a distinguished graduate of the W.P. Carey School of Business, where he earned his bachelor’s degree in finance. Now, as a valued addition to KDI Wealth Management, he is taking on the Client Services Associate role, with a clear vision of progressing into diverse responsibilities within the company and ultimately, a licensed advisory position.

Born and raised in the vibrant community of Payson, Dylan's early years were marked by his passion for basketball and baseball. His pursuit of higher education brought him to the valley, where he enrolled at ASU. During his leisure time, you can often find him embracing the great outdoors, enthusiastically participating in bass tournaments, and enjoying memorable hunting expeditions with his loved ones and cherished friends.

Erin serves as a dedicated Client Services Associate and Paraplanner for KDI Wealth. With an impressive 20-year track record in the financial industry, she stands out for her exceptional skills in customer service, operational excellence, training, and auditing. Passionate about continuous growth as a lifelong journey, Erin takes pleasure in sharing the valuable insights she has accumulated during her career, aiming to inspire others to embrace their unique paths to success.

Beyond her professional achievements, Erin's personal life is filled with love, joy, and cherished memories. She spent nearly a decade in Charleston, SC, where she not only honed the arts of southern charm but also developed a fondness for the region's signature grits. However, her heart always remained tied to her hometown of Tucson, AZ, where she was born and raised. Alongside her husband Paul, two kids, and their three lively dogs, Erin enjoys the pleasures of traveling and creating cherished moments with beloved friends and relatives.

• Finra SIE, Series 6, 63 & 65 registrations through Commonwealth Financial Network

Accredited Investment Fiduciary AIF FI360, Pittsburg, Pennsylvania

Heidi brings a distinct blend of customer service experience, small business ownership, and leadership experience across diverse industries, granting her a valuable "big picture view." However, it wasn't until she stepped into the financial planning realm that she uncovered her true passion. Guided by her team-oriented mindset and unwavering dedication, she now thrives as a key member of the KDI team, consistently delivering exceptional service to clients and helping them achieve their financial aspirations.

Beyond her professional pursuits, Heidi cherishes her fulfilling personal life alongside her husband, John, whom she considers the love of her life. Having been residents of Tucson since 1992, they have built a life together filled with happiness. During her leisure time, she finds pleasure in the company of her dogs, engaging in jigsaw puzzles, baking, cooking, cycling, and exploring the world through travel.

Focuses:

Advanced Wealth Planning

Wealth Preservation/Estate Planning

Business Contingency Planning

Investment Planning

• FINRA Series 7, 24, 63, and 65 securities registrations through Commonwealth Financial Network^® and applicable insurance licenses
• Certified Exit Planning Advisor, CEPA, from the Exit Planning Institute
• Accredited Investment Fiduciary AIF^® FI360, Pittsburg, Pennsylvania
• Accredited Asset Management Specialist℠, AAMS^® through College for Financial Planning, Denver, Colorado
• Chartered Retirement Plans Specialist℠, CRPS^® College for Financial Planning, Denver, Colorado
• Certified Plan Fiduciary Advisor℠, CPFA^® through National Association of Plan Advisors
• Member of Financial Services Institute
• Master and 10x Strategic Coach Member

In 2005, Kevin founded KDI Wealth Management, driven by his dissatisfaction with the one-size-fits-all approach to financial planning offered by a large, national firm. His vision was to establish a personalized and holistic wealth management experience, inspired by the 5-star, 5-diamond service he had encountered during his earlier years in the hospitality industry.

With a commitment to excellence, Kevin meticulously assembled specialized teams to cater to the unique needs of each client. Through this approach, he ensures the delivery of advanced and comprehensive wealth management planning and advice, specifically designed for multigenerational families, entrepreneurs, and high net worth individuals and couples seeking a strategic partnership.

What truly sets Kevin apart is his passion for both his own family and the extended family formed by his dedicated team and the amazing families they serve. Beyond the world of finance, Kevin and his family embrace the joy of life through travel, golf, and appreciating nature's wonders. They eagerly anticipate embarking on exciting adventures and creating memorable experiences together.

At KDI Wealth Management, Kevin's unwavering dedication to a client-centric approach and his love for fostering meaningful relationships fuels his desire to be an exceptional and trusted partner in the pursuit of financial success and fulfillment.

2021 FSI Advocacy Circle of Excellence Honoree, created by the Financial Services Institute. This recognition based on the advisor's commitment to influencing change and the advancing the interest of Main Street investors and the independent financial industry. It is not specific to financial services and does not imply an endorsement, recommendation, or reflect the performance of an advisor. Click here for more information.

About the Financial Services Institute (FSI): The Financial Services Institute (FSI) is the only organization advocating solely on behalf of independent financial advisors and independent financial services firms. Since 2004, through advocacy, education and public awareness, FSI has successfully promoted a more responsible regulatory environment for more than 100 independent financial services firm members and their 160,000+ affiliated financial advisors – which comprise over 60% of all producing registered representatives. We effect change through involvement in FINRA governance as well as constructive engagement in the regulatory and legislative processes, working to create a healthier regulatory environment for our members so they can provide affordable, objective advice to hard-working Main Street Americans. For more information, please visit financialservices.org.

2021 - 2023 Five Star Wealth Manager Award, created by Five Star Professional. The 2023 award was presented in September 2023 based on data gathered within 12 months preceding the issue date. 2,286 advisors were considered, 97 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.

As a Client Service Associate at KDI, Levon's goal is to provide the utmost care and attention to the firm's valued clients and the community it serves. With a drive for success, an unwavering commitment to honesty, and a genuinely kind nature, Levon believes in bringing out the best in everyone and every situation he encounters.

Levon brings a wealth of knowledge and a strong educational background to his role as a valued member of the KDI Wealth Management team. Graduating from Grand Canyon University with a Double Major BS in Business Administration & Marketing and Advertising, Levon's academic achievements reflect his commitment to professional growth and excellence.

Outside of work, Levon embraces an active lifestyle. He finds joy in activities like running, hiking, and exploring the beautiful landscapes of Arizona with friends. Additionally, he cherishes time spent on road trips and travels to visit his family in Southern California.

Focuses:

Wealth Management

Investment Consulting

Relationship Management

Advanced Planning

Retirement Plan Consulting

Retirement Planning / Estate Planning

• FINRA Series 7, 63, 65, and 24 securities registrations through Commonwealth Financial Network^® and applicable insurance licenses
• CERTIFIED FINANCIAL PLANNER^TM professional, CFP Board, Washington, DC
• Chartered Retirement Plans Specialist℠, CRPS^® through the College for Financial Planning, Denver Colorado
• Certified Plan Fiduciary Advisor, CPFA^® through National Association of Plan Advisors
• Bachelor’s of Science in Business Management from Northern Arizona University, NAU^®
• Member of Flagstaff Rotary Club and Past President of Rim Country Rotary
• Member of Financial Services Institute
• Behavioral Finance course completion from Duke University

Micah works with clients to develop and implement their individualized financial plan, manage investment assets, and provide wealth management advice. Micah uses his specialized knowledge and client relations experience to help his clients overcome outdated portfolios through personalized strategies that are specific to each client’s needs. His mission is to help others make better decisions with their money so they can achieve what is most important to them and their families. An early professional career in the outdoor industry led to him living in South Africa, Oregon, and California, but Micah is happy to be back in the state he loves and is proud to call Northern Arizona his home.

Outside the office, you will find Micah getting involved in many activities that involve helping the community and youth. Micah grew up in Payson, Arizona, and later attended Northern Arizona University. Micah, his wife Kathryn, and their two sons enjoy spending time in the great outdoors.

Financial Paraplanner Qualified Professional, FPQP® from the College for Financial Planning

Nichole serves as a dedicated Client Services Associate and Paraplanner for KDI Wealth. Her experience and dedication shine through as she adeptly guides our clients through the intricacies of the wealth management process. Her passion for the financial industry and commitment to excellence make her an invaluable asset to our team.

Beyond her professional achievements, Nichole leads a fulfilling personal life centered around love and joy. For over 15 years, she has shared a marriage with her high school sweetheart, Lance. Together, they have nurtured a loving family in Payson, raising three wonderful children: Carter, Preslie, and Harlan.

• FINRA Series 6, SIE.
• AZ Life, Accident & Health licensure.
• AZ Notary Public
• Bachelor of Science, Psychology Major, Marketing Minor at Tulane University in New Orleans, LA

Pam Kaye is a highly accomplished and dynamic professional with a passion for elevating client satisfaction and fostering lasting relationships. As the Director of Client Experience, she plays a pivotal role in ensuring that our clients receive unparalleled service and support.

With a wealth of experience in client relations and a keen understanding of their diverse needs, Pam brings a strategic and empathetic approach to her role. Her journey began 30 years ago in corporate training at Paine Webber in Manhattan. Throughout her professional journey, Pam has held various leadership positions in the realm of client experience and customer service. Her commitment to excellence and innovation has resulted in the implementation of cutting-edge strategies that have driven client retention and loyalty.

Family holds a special place in Pam’s heart, and she cherishes every moment spent with them. Her son is thriving in the financial arena, residing in Nashville, while her daughter is pursuing an accelerated master's program at a renowned university. Meanwhile, her husband pursues a successful career in marketing.

When she's not immersed in her professional endeavors, Pam indulges in her passions, finding joy in the company of her beloved dogs, exploring the depths of the ocean through scuba diving, venturing into nature for invigorating hikes, creating delightful treats through her baking skills, and enriching her mind with the wonders of literature. Recently, she has been embracing the beauty of the French language through Duo Lingo en francais, further fueling her passion for learning and self-improvement.

And as a devoted supporter of her favorite team, she signs off with enthusiasm, "Roll Tide!"

• FINRA SIE, Series 7 and 66 registrations through Commonwealth Financial Network^®

As an Associate Advisor, Ryan adds a deeper layer of client support services to the aspects of our clients’ financial goals. Ryan assists Kevin's team with investment and relationship management through conducting annual reviews, proactive outreach and processing service requests that require a licensed advisor.

Ryan comes from a strong client service background through his roles as Assistant Branch Manager from Desert Financial Credit Union and Food and Beverage Manager at the Chaparral Pines Golf Club. This experience in client service is consistent with the high level of client service we expect to provide our clients and community. “The most important things in my professional life are to always maintain a strong, honest work ethic, treat people with love and respect, be a continual learner, grow and have fun,” says Ryan.

Ryan and his wife, Rachel have been married for 8 years and have two children ages 7 and 5. Ryan was born and raised in Payson. After high school, Ryan followed his love of cooking by attending culinary school. He loves gardening and music. Most importantly, Ryan loves spending precious time with his beautiful family and tries to never take that time for granted.

• CERTIFIED FINANCIAL PLANNER^TM professional, CFP Board, Washington, DC from New York University
• Master of Business Administration MBA^® with an emphasis in Finance from Grand Canyon University
• Certified Exit Planning Advisor CEPA^®, Exit Planning Institute
• Certified Plan Fiduciary Advisor℠, CPFA^® through National Association of Plan Advisors
• FINRA Series 4, 7, 24, 63, and 65 registrations through Commonwealth Financial Network^® and applicable insurance licenses
• Bachelor’s in Business Management, from Grand Canyon University

Shane leads our team with investment analysis and research in relation to account management. Shane serves our clients in quarterly and annual strategy sessions as one of our lead Wealth Advisors. Shane also plays an integral part in the training and development of KDI Wealth advisors through internal continued education, individualized education programs, and leading KDI Wealth’s onboarding program. Shane began his career with a five-year tenure at Vanguard in client service, compliance, and management prior to joining KDI Wealth.

Shane was born and raised in Payson, Arizona. He loves the community and what it represents as a small town. Shane is involved in the community as a as board member for the RVN3 Foundation which supports underprivileged kids in the local community follow their dreams. Shane and his wife, Presli, have two beautiful boys, Eli, and Zander. As a family, they enjoy travel, outdoor adventures, and are always excited for a great movie night!

Shelley is the Community Education and Marketing Manager. Her main focus is sharing educational content with our clients and communities through different channels like our website, social media, webinars, podcasts, and emails.

With 35 years of experience in customer service and retail management, she brings strong marketing and organizational skills to our team. Shelley loves learning and personal development, and she aims to make a positive impact on our team, clients, and community.

Outside of work, Shelley enjoys road trips and exploring Arizona's hidden gems and historical sites with her daughter Gabriella. She cherishes moments spent with her family and friends and finds peace in indoor gardening and collecting house plants. She's also passionate about rescuing and rehabilitating Arizona's protected bat species and is happy to share her knowledge with anyone interested.

Shelley actively seeks opportunities to give back to her community, which perfectly aligns with our mission at KDI Wealth Management: "To love people and leave them better than we found them."