Director of Wealth Management
Nancy Sash is the Director of Financial Services at KDP Wealth Management, LLC. Nancy was introduced to financial services at an early age. Her father, a career firefighter, started a credit union specifically for police and firefighters. Nancy watched as her father took on this role and thrived. She remembers her father telling her that she could achieve anything she set her mind to, if she was just willing to do the research.
Nancy got her start in banking, working as a Mortgage Officer, a Business Banking Officer, and as a Branch Manager. Nancy recalls encountering widows who were living solely off Social Security. Oftentimes they would come to the bank and find that they had run out of money only halfway through the month. The faces and stories of these individuals have contributed to Nancy’s passion for helping others to create something better for themselves and their families.
While in banking, Nancy noticed people would go to specialists such as bankers, insurance agents, or stock-brokers and receive advice based on each particular specialty, versus holistic planning. Nancy recognized the necessity of looking at the whole picture and building a personalized financial plan that truly aligns with a client’s goals and what’s important to them.
Combining Nancy’s knowledge as a CERTIFIED FINANCIAL PLANNERTM practitioner and a RETIREMENT INCOME CERTIFIED PROFESSIONAL® with the tax expertise of a Certified Public Accountant has proven to be a winning combination. As a team, KDP is able to build tax-optimized wealth management strategies with the added focus on keeping more money in our clients’ pockets after taxes.
Nancy and her husband, Carl, have three children, and two adorable grandchildren. Nancy is also a proud dog mom to an Australian Shepherd and two cats, one who thinks she’s a dog. Nancy’s has a competitive spirit and fell head over heels for the game of pickleball. She’s completely addicted to the sport and loves to travel for tournaments and talk strategy with anyone who will listen.
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.
