KDP Wealth: An Accredited Team of Experienced Advisors

Meet the KDP Team

The Accredited KDP Wealth Management Team on Your Side

The Accredited KDP Wealth Management Team on Your Side

Meet the financial professionals at KDP Wealth. Our experienced team brings a wide range of skills and education, including CPA, CFP, and other industry designations. We offer more than traditional service providers can by incorporating tax planning with wealth management strategies.

Find a Team Member

Amanda Noel
Carli Harvey, CFP®, ChFC®, CEPA®
Claire OConnor, CFP®, ChFC®, CRC®
Daniel A. Kosmatka, PFS
Erica Knudsen
Laura Bloom
Nancy Sash, CFP®, RICP®
Rory Tosh, CPA Tax

Nancy Sash, CFP®, RICP®

Nancy Sash, CFP®, RICP®

Director of Wealth, Partner

Carli Harvey, CFP®, ChFC®, CEPA®

Carli Harvey, CFP®, ChFC®, CEPA®

Wealth Advisor, Partner

Rory Tosh, CPA Tax

Rory Tosh, CPA Tax

Senior Tax Director, Partner (Emeritus)

Claire OConnor, CFP®, ChFC®, CRC®

Claire OConnor, CFP®, ChFC®, CRC®

Wealth Advisor

Amanda Noel

Amanda Noel

Administrative Assistant

Erica Knudsen

Erica Knudsen

Administrative Assistant

Laura Bloom

Laura Bloom

Administrative Assistant

Who We Work With

We create master strategies for individuals, families, and business owners that advance their pursuit of financial and lifestyle goals.

Find Out Who We Work With

Our Approach

Our holistic approach to wealth management incorporates your entire financial picture, with an equal focus on tax planning and wealth strategies.

Explore Our Approach

Contact Us

Schedule an initial consultation today to get started with an experienced, approachable advisor who champions your goals for your financial future.

Contact Us Today