Our Team

Focuses:

Advanced Wealth Planning

Wealth Preservation/Estate Planning

Business Contingency Planning

Investment Planning

• FINRA Series 7, 24, 63, and 65 securities registrations through Kestra Financial and applicable insurance licenses
• 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.

^{2024 Forbes Best In State Wealth Advisors award, created by SHOOK Research. Presented in April 2024 based on data gathered from June 2022 to June 2023. To receive the award, a wealth manager must meet 4 quantitative and 8 qualitative criteria associated with wealth advisors who provide quality services to their clients. 23,876 wealth managers were considered for the award. 8,507 were recognized. Wealth advisors do not pay a fee to be considered or placed on the final list of 2024 Forbes Best In State Wealth Advisors. The Forbes/SHOOK Best In State Wealth Advisors award is not indicative of the wealth advisor’s future performance.  For more information, click here.  For more information about the methodology, click here.}

Focuses:

Wealth Management

Exit Planning

Retirement Plan Consulting

• FINRA Series 7, 63, and 65 securities registrations through Kestra Financial and applicable insurance licenses
• Certified Exit Planning Advisor, CEPA through the Exit Planning Institute
• 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.

^{2021 - 2024 Five Star Wealth Manager Award, created by Five Star Professional. The 2024 award was presented in October 2024 based on data gathered within 12 months preceding the issue date.  2,431 advisors were considered, 101 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 ww.fivestarprofessional.com.}

^{Advisor Hub – Women Advisors to Watch – Advisor Hub has created the 1,000 Advisors to Watch to recognize excellence in all types of practices and advisors. We received nominations from 1,984 firms and advisors. Nominees were required to have a minimum of seven years experience, at least $150m in AUM, 2 years at current firm and in good standing, and a clean regulatory record (2 or fewer complaints and no significant judgements). Advisors are ranked on a 100-pt scale in three categories. SCALE: Relative size of assets, production and quality of service; GROWTH: Relative year-over-year change in assets, clients and production; PROFESSIONALISM: Regulatory record, community involvement, mentorship and team makeup. Data collected is from 12/31/2023 to 12/31/2024. Award is valid from June 2025 – 2026. Participation in the ranking is open to any firm or advisor and there are no fees for participation. For more information Advisor Hub}

• 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 Plan Fiduciary Advisor℠, CPFA^® through National Association of Plan Advisors
• FINRA Series 4, 7, 24, 63, and 65 registrations through Kestra Financial 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 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!

Advisor Hub - Advisors to Watch Under $1B Award – Advisor Hub has created the 1,000 Advisors to Watch to recognize excellence in all types of practices and advisors. We received nominations from 1,984 firms and advisors. Nominees were required to have a minimum of seven years experience, at least $150m in AUM, 2 years at current firm and in good standing, and a clean regulatory record (2 or fewer complaints and no significant judgements). Advisors are ranked on a 100-pt scale in three categories. SCALE: Relative size of assets, production and quality of service; GROWTH: Relative year-over-year change in assets, clients and production; PROFESSIONALISM: Regulatory record, community involvement, mentorship and team makeup. Data collected is from 12/31/2023 to 12/31/2024. Award is valid from June 2025 – 2026. Participation in the ranking is open to any firm or advisor and there are no fees for participation. For more information Advisor Hub

• Finra SIE, Series 6, 7, 63 & 65 registrations through Kestra Financial 
• Accredited Investment Fiduciary AIF FI360, Pittsburg, Pennsylvania
• Arizona Notary Public

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.

• FINRA Series 6, 7, 63, and 66 securities registrations through Kestra Financial, along with applicable insurance licenses.
• Chartered Retirement Planning Counselor^SM professional certified by the College for Financial Planning in Denver, Colorado.
• Accredited Investment Fiduciary^® (AIF^®) designation
• Accredited Wealth Management Advisor (AWMA®) 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 in Arizona, California, and Texas. Additionally, Diane actively participated in the Kiwanis Club of Zane Grey Country for a decade.

• FINRA SIE, Series 7 and 66 registrations through Kestra Financial
• AZ Notary Public

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 11 years and have two children ages 10 and 8. 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.

Dylan Justice serves as a Financial Advisor at KDI Wealth Management, where he is committed to delivering personalized financial strategies that empower clients to achieve their goals with confidence. A graduate of the W.P. Carey School of Business at Arizona State University, Dylan earned his bachelor’s degree in finance and holds multiple industry credentials, including Series 7 and 66 licenses, AIF^®, CFP^®  and state life and health insurance licenses.

In addition to his advisory role, Dylan is an active member of KDI’s Investment Committee, providing in-depth analysis and research to support portfolio management and strategic decision-making. His dedication to precision and thoughtful planning ensures that clients benefit from well-informed, objective guidance.

Originally from Payson, Arizona, Dylan brings the same focus and determination he once applied to athletics into his professional life. Outside the office, he enjoys spending time outdoors, participating in bass fishing tournaments, as well as pursuing any fish that you can catch.

Erin serves as our Operations Lead and Paraplanner at 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.

• AZ Notary Public

Cindy is the friendly face and warm voice that welcomes you to our office. With 42 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 20 years love spending time with their grandkids  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 three times, and conquered numerous triathlons, Ironman and Ragnar races.

Shelley is the Marketing Lead at KDI Wealth. Her main focus is sharing educational content and timely information with our clients and communities through our website, social media platforms, podcasts, webinars & email.

With nearly 40 years of experience in customer service and retail management, she brings client-focused marketing and communication 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 participates in 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."

Born and raised in the scenic town of Payson, Arizona, Kaylee DeOcampo is a vibrant embodiment of energy and enthusiasm. A dedicated wife and mother of four, Kaylee has been happily married for six years, nurturing a family that thrives on joy and togetherness.

 Passionate about fitness and the great outdoors, Kaylee, along with her husband, ran a gym in Payson. This venture not only reflects her commitment to health and wellness but also serves as a hub for community engagement and physical empowerment. Her love for sports is all-encompassing, including everything from casual outdoor activities to competitive events.

 Kaylee finds her joy in family time. She is particularly fond of board game nights, where her competitive spirit shines, especially when she wins!

 Kaylee brings her dynamic spirit and client-focused approach to her role as Client Service Associate and Paraplanner at KDI Wealth. Her combination of interpersonal skills, dedication to service, and strong connection to the community makes her an essential asset to both our team and our clients.

Kaylee’s career reflects her ability to balance professional growth with personal passions, and she remains committed to advancing KDI Wealth’s mission of delivering exceptional client experiences.

We are pleased to introduce Simon Marx, a talented individual who is presently interning at our Scottsdale location through our intern-to-hire program. Simon’s dedication and hard work during his internship have demonstrated his potential to excel at KDI.

A Tucson native with a passion for helping others, Hunter has dedicated her career to customer service since 2016. Her journey began as an office administrator at Lightworks Acupuncture, where she discovered her natural talent for assisting people—a role she has embraced wholeheartedly ever since.

Beyond her professional endeavors, Hunter has made significant contributions to her community through volunteer work across Tucson. Her most meaningful volunteer experience has been with TROT, an equine therapy organization, where she's helped make a difference in people's lives through the healing power of horses.

While deeply rooted in her hometown, Hunter’s adventurous spirit has taken her to various destinations. Of all her travels, Cannon Beach, Oregon stands out as her favorite place, capturing her heart with its dramatic coastline and natural beauty.

A classically trained singer with impressive credentials, Hunter has showcased her vocal talents with several prestigious choirs, including those from the University of Arizona and throughout the Tucson area. Her musical accomplishments include performing with a Regional choir that offered the potential pathway to statewide recognition.

At her core, Hunter values integrity and kindness above all else. She believes strongly in nurturing healthy personal relationships, bringing this same warmth and authenticity to every customer interaction, making her wonderful part of our KDI team and the clients she serves with love and dedication.

Thomas Knoell is a proud Phoenix native with a strong commitment to serving his community through thoughtful, client‑focused financial guidance. He holds his FINRA SIE, Series 7, and Series 63 registrations and graduated with a degree in Finance in 2024, giving him a solid foundation in today’s financial landscape.

Before stepping into his current role, Thomas built a strong background in customer service at Charles Schwab, where he developed a reputation for patience, clarity, and genuine care in every client interaction.

Outside of work, Thomas loves spending time outdoors and exploring everything Arizona has to offer. Family plays a central role in his life, and as someone who comes from a big family and is newly married, he values connection, support, and creating meaningful moments with the people he loves most.

Thomas brings that same sense of dedication and authenticity to every client relationship.