person
Carrie Dick
In network coverage since October 7, 2026 · 1 story
Network coverage
M&A
Bluespring folds Family Wealth Counseling into KDI Wealth Management, lifting combined assets past $1 billion
KDI oversaw more than $750 million when Bluespring bought it in 2024; holding that baseline against the combined $1 billion implies roughly $250 million from Family Wealth Counseling.