Dede Kalt has over a decade of serving high and ultra-high net worth individuals, families, corporations, and not-for-profit organizations. She brings a comprehensive and analytical approach to solving complex financial challenges. With a deep commitment to personalized financial guidance, she recognizes that every financial journey is distinctly unique. Her passion centers on constructing solutions that address each client's investment management, estate planning, and philanthropic goals.

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Dede earned a Bachelor of Science in Business Administration with a concentration in finance and minor in Accounting from Dayton University. She is also a holder of the Chartered Financial Analyst (CFA) and a Certified Financial Planner (CFP®).

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