KDK Private Wealth Management

Christie Kennimer is a financial advisor at KDK Private Wealth Management with eight years of industry experience. She holds a Series 65 credential and has worked at KDK since 2019. Prior to joining KDK, she was employed by Mercer Advisors and KANALY Trust. KDK Private Wealth Management serves high-net-worth individuals, family offices, trusts, estates, charitable organizations, and business entities, providing comprehensive wealth management, financial planning, and discretionary investment management. The firm employs a diversified investment approach that includes ETFs, mutual funds, individual securities, and allocations to independent managers, alongside advanced analytical techniques and offers detailed reporting tailored to clients with complex needs.

Christiaan Graf is a financial advisor at KDK Private Wealth Management with 10 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining KDK in 2021, he worked at Mercer Global Advisors Inc. and Kanaly Trust Services. KDK Private Wealth Management serves high-net-worth individuals, family offices, trusts, estates, charitable organizations, and business entities, offering comprehensive wealth management, financial planning, and discretionary investment management. The firm employs a diversified investment approach incorporating fundamental, technical, quantitative, cyclical, and behavioral analysis, and manages portfolios that may include alternative and privately placed securities.

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.