Carli harvey, chfc®, CEPA®, cpfa®

Wealth Advisor, Partner

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 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.