SOURCE: KDV Wealth Management

KDV Wealth Management

October 01, 2014 14:29 ET

Minneapolis-Based KDV Wealth Management Team Expands to Meet Demands

MINNEAPOLIS, MN--(Marketwired - October 01, 2014) - Minneapolis-based financial planning firm KDV Wealth Management has recently hired Jeremy Green, CFP, CCTFA, CLU, CEBS, MSFS, AEP, EA, as a Senior Financial Advisor and Advanced Planning Specialist and Sam Rouman, CFP, as a Senior Financial Advisor. Both will maintain offices in the firm's Minneapolis location. Dave Hinnenkamp, CEO of KDV Wealth Management commented, "Client demand for KDV's integrated service model has grown substantially and we've responded by adding exceptional talent to our team."

Jeremy joins KDV Wealth Management with expertise in the design, evaluation and modeling of sophisticated financial/estate plans that assimilate income, business and transfer tax planning, investment and closely held interest objectives, and large case life insurance funding techniques. "Jeremy's knowledge and experience in the financial services industry will further strengthen our Advanced/Estate Planning practice designed to assist both our business owners and affluent clients," said Hinnenkamp.

Sam joins KDV Wealth Management with 29 years of financial services industry experience. In addition to his extensive investment advisory background, Sam taught aspiring MBA students as an adjunct instructor for two post graduate business degree programs. Sam's primary focus is to help his clients develop an appropriate, customized, financial roadmap to secure their future. He oversees and monitors the implementation and ongoing management of each client's plan, adjusting as client needs change and evolve. Hinnenkamp further commented, "Sam's years of experience as a financial advisor will help KDV Wealth Management continue to grow in the Twin Cities."

About KDV Wealth Management
KDV Wealth Management assists clients in accumulating, protecting and distributing their assets in accordance with their wishes. Our services include financial planning and investment strategies, risk management and insurance solutions, and estate planning. Team credentials include CPA, CFP®, AIF®, CFE, CFA, CTFA, CLU, CEBS, MSFS, AEP and EA designations. The strength of the KDV team gives clients access to business perspectives that translate into results. For additional information please visit www.kdv.com/services/wealth-management/.

About KDV
Founded in 1945 as a CPA firm, KDV has built on its heritage of sound, strategic advice over the years. Today, we offer a full range of business and financial services to help clients increase efficiency and financial performance. Our areas of expertise include Tax, Audit and Accounting, Technology Services, Outsourced Payroll, 401(K) and Retirement Advisory Services, Business Valuations and Wealth Management. For additional information about KDV, please visit www.kdv.com.

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Contact Information

  • Contact:

    Patricia A. Fleming
    pfleming@kdv.com
    (p) 952-563-6864
    3800 American Boulevard W., Suite 1000
    Bloomington, MN 55431