Christie Kennimer is a financial advisor at KDK Private Wealth Management with eight years of industry experience. She holds a Series 65 designation and has worked at KDK Private Wealth Management since 2019, with prior experience at Mercer Advisors and KANALY Trust. KDK Private Wealth Management is a registered investment adviser managing approximately $584.6 million in primarily discretionary assets for individuals, trusts, estates, charitable organizations, and business entities. The firm offers comprehensive wealth management services through customized portfolios based on Modern Portfolio Theory and various analytical approaches, typically requiring a $5 million portfolio minimum for discretionary management.

Emily Ashton is a financial advisor at KDK Private Wealth Management with seven years of industry experience. She holds the Series 65 and Series 66 designations and has worked at firms including Ameritas Advisory Services, Foster Financial Group, and Northwestern Mutual Investment Management. KDK Private Wealth Management manages approximately $584.6 million in primarily discretionary assets for individuals, trusts, estates, charitable organizations, and business entities. The firm offers comprehensive wealth management services by integrating investment management, financial planning, and consulting, and employs a multi-faceted asset allocation approach that includes ETFs, mutual funds, individual securities, and selected Independent Managers.

Christiaan Graf is a financial advisor at KDK Private Wealth Management in Houston, TX, with 10 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Mercer Global Advisors Inc., Kanaly Trust Services, AllianceBernstein L.P., and Sanford C. Bernstein & Co., LLC. KDK Private Wealth Management is a registered investment adviser managing primarily discretionary assets for individuals, trusts, estates, charitable organizations, and business entities. The firm provides comprehensive wealth management through integrated investment management, financial planning, and consulting services, employing a customized, asset-allocation framework that incorporates Modern Portfolio Theory and various analytical approaches.

Jill Naponic is a financial advisor with KDK Private Wealth Management and holds Series 63 and Series 65 designations. She has seven years of industry experience, including roles at Castle Hill Capital Partners Inc., Equus Financial Consulting LLC, and Riverrock Group, LLC. KDK Private Wealth Management serves high-net-worth individuals, family offices, trusts, estates, charitable organizations, and business entities with comprehensive wealth management services. The firm employs a diversified investment approach combining fundamental, technical, quantitative, cyclical, and behavioral analysis, managing portfolios with a mix of ETFs, mutual funds, individual securities, and allocations to Independent Managers.

Kamden Kanaly is a CFP® with 12 years of industry experience, currently serving at KDK Private Wealth Management since 2019. His prior experience includes roles at Mercer Global Advisors and Kanaly Trust. He is a co-trustee of several family trusts established by his grandparents and is a managing member of KMBD Investment Partners, LLC, an investment partnership focusing on real estate and oil and gas opportunities. KDK Private Wealth Management serves high-net-worth individuals, family offices, and institutional clients, offering comprehensive wealth management, financial planning, and discretionary investment management. The firm uses a multi-strategy approach with core-satellite portfolio construction and manages private funds and pooled vehicles tailored to sophisticated investors.