Your Tax Advisor and your Financial Advisor under one roof
KDP Wealth Management, LLC provides premium, tax-optimized Private Wealth Management services. More than traditional financial services providers, we offer trusted advice that covers your entire financial picture. Our all-encompassing approach to wealth management focuses as much on tax planning as it does on providing holistic wealth management strategies.
Call us at (541) 773-6633, or Click here to request a complimentary, no obligation confidential financial review and consultation.
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.
Carli grew up in Jacksonville and despite the fact that she left the Rogue Valley to pursue her college education, she always reserved a special place in heart for Southern Oregon. Upon completion of her degrees in Business Management and International Business, Carli’s career ventures took her to multiple locations around the United States, including Denver, Kansas City and Seattle, as well as the international location of Hamburg, Germany. With her corporate background working for a fortune 500 company Carli brings a fresh perspective to the partnership group at KDP Wealth. Upon returning to the Rogue Valley, Carli joined KDP in 2019 and became a partner in 2022. Carli currently holds her Series 7, Series 66, SIE, Insurance licenses, as well as her CPFA designation and will complete her CHFC by the end of 2023. She is an active member of the Southern Oregon Estate Planning Council. She is passionate about creating generational wealth and working with business owners to diversify their wealth outside of their business entity. Carli is passionate about empowering women in finance and takes great interest in concepts like socially responsible investing. Carli enjoys spending her free time with her sweet sons, Hawk and August, and her husband, Elliott. As a family they enjoy hiking and going on picnics at the park. Carli has recently been enjoying the beautiful views and the closeness to home that the Applegate Ridge Trail provides.
A native of the Rogue Valley, Rory Tosh graduated Summa Cum Laude from Southern Oregon State College (now Southern Oregon University) with a B.S. degree in Administration - Accounting. Rory was voted Accounting Student of the Year, and worked an internship with the Secretary of State Division of Audits. Upon graduation, Rory began working for Kosmatka Donnelly & Co, LLP (now KDP Certified Public Accountants, LLP), specializing in tax and eventually becoming Tax Manager. In 1998 he went to work for Bear Creek Corporation as Tax Manager. While at Bear Creek Corporation, Rory created their tax department and successfully coordinated the transfer of tax functions from the parent company -a Japanese pharmaceutical- to Bear Creek Corp. In 2001 he returned to Kosmatka Donnelly & Co, as Partner, bringing Bear Creek Corporation as a major client. In 2005, Rory became Tax Manager for Lithia Motors, a large publicly traded auto dealer. In 2015, Rory returned to KDP Certified Public Accountants, LLP. Rory is a member of the American Institute of Certified Public Accountants and the Oregon Society of Certified Public Accountants. He has been on the Oregon Society of Certified Public Accountants Tax Strategy committee for many years. Rory enjoys cycling, tennis, and playing guitar, harmonica and banjo in his time away from the office.
We offer a wide range of tax-optimized financial solutions that are customized to meet your unique needs and objectives. These solutions help you accomplish three main goals:
As your dedicated team of tax and wealth management professionals, it is not simply enough for us to help you grow your wealth. Protecting and sustaining your assets are a fundamental aspect of our commitment to you. We provide you with relevant information and up-to-date communication regarding your overall investment plan. As changes occur in your life, we will adapt your wealth management strategy to grow alongside your ever-evolving financial needs and goals.
The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth MangamentSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation. Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Securities offered through Avantax Investment ServicesSM. Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory ServicesSM. Insurance services offered through an Avantax affiliated insurance agency.