Wealth Management
Carli grew up in Jacksonville, Oregon, where her family put down roots and connections to the Rogue Valley. A former collegiate volleyball player, Carli pursued her academic endeavors in Business Management and International Business, proudly
earning her degrees as a Beaver at Oregon State University.
Her corporate path led her to Denver, Kansas City, and then on to Seattle. She even spent some time across the Atlantic in Hamburg, Germany. Experienced with a rich corporate background at a Fortune 500 company, Carli seamlessly integrates a wealth of professional and consultative experience into the partnership group at KDP Wealth.
In 2019, Carli returned to her roots, joining KDP, and swiftly ascended to the partnership ranks in 2022. She holds designations as a Certified Financial Planner®, Chartered Financial Consultant®, Certified Exit Planning Advisor®, and Certified Plan Fiduciary Advisor®. Carli is also actively engaged in the Southern Oregon Estate Planning Council and serves as a board member for Rogue Valley Farm to School, where she is passionate in helping children connect to their local food systems and garden education.
Her passion lies in the creation of generational wealth and guiding business owners in diversifying their assets beyond their business entities. Carli also champions the empowerment of women in finance, embodying this commitment in her everyday work.
Outside of work, Carli finds joy in precious moments with her family – her sweet sons, Hawk and August, and her husband, Elliott. Together, they love hiking, picnics, and playdates at the park. Her personal favorite hike is the Applegate Ridge trail.
KDP Remote Technical Support is a safe, secure, and easy to use solution for obtaining “on-site” technical support without having to wait for a support specialist to travel to your site. Using a high speed internet connection, RTS is just like having one of our support specialists sitting right at your desk working to resolve your computer problems.
KDP Client File Transfer Portal provides you with the easiest and securest method of transferring your data to us 24 hours a day/7 days a week. Don’t waste time burning discs for a single file or struggling to email large files that take forever to load. This is a safe, secure, and simple way to transfer to and from KDP. This feature is for CPA materials only. Please contact us for Wealth Management secure transfers.
Medford Office:
841 O’Hare Parkway, STE 200
Medford, Oregon 97504
Phone: +1 541 773 6633
Fax: +1 541 773 1965
Bend Office:
395 SW Bluff Drive, STE 200
Bend, Oregon 97702
Phone: +1 541 382 4791
Boise Office:
101 S. 27th Street, STE 100
Boise, Idaho 83702
Phone: +1 208 373 7890
Fax: +1 208 373 7889
Business Hours:
Mon-Fri: 9:00 a.m. – 5:00 p.m.
© 2024 “KDP” is the brand name under which KDP and KDP & Co., LLC and its subsidiary entities provide professional services. KDP and KDP & Co., LLC and its subsidiary entities practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. KDP is a licensed independent CPA firm that provides attest services to its clients, and KDP & Co., LLC and its subsidiary entities provide tax and business consulting services to their clients. KDP & Co., LLC and its subsidiary entities are not licensed CPA firms.
