Carrie Dick

About Carrie Dick

Wealth Management•Exit Planning•Retirement Plan Consulting•FINRA SIE, 7 and 66 securities registrations and applicable insurance licenses•Certified Exit Planning Advisor, CEPA though 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 CoachCarrie 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.Check the background of your financial professional on FINRA\'s BrokerCheck. Securities offered through Kestra Investment Services, LLC, member FINRA.org /SIPC.org (Kestra IS). Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS). KDI Wealth Management, Bluespring Wealth Partners, LLC, Kestra IS and Kestra AS are affiliated through common ownership by Kestra Holdings. Investor Disclosures: This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (84••••••72). Wealth Management 8901 E Pima Center Pkwy, Suite 205Scottsdale, Arizona 85••••••••50

Experience

1. President, Wealth Advisor

   Kdi Wealth Management

   May 2023 — Present

   Carrie manages the assets and unique planning needs for a select group of high net-worth individuals, small businesses as well as retirement plan management for small to mid-market plans.

Education

• Grand Canyon University

  Bachelor’s Degree

  2014 — 2016

Skills

• Wealth Management
• Investment Strategies
• Retirement
• Strategic Financial Planning
• Investments
• Financial Analysis
• Financial Advisory
• Portfolio Management
• Estate Planning
• Investment Advisory
• Mutual Funds
• Retirement Planning