Devon Kauffeldt

Devon Kauffeldt is an Investment Sales Associate holding a BBA, an MBA, and an MA in International Management. Devon provides ongoing client support and assists the Investment Advisory Team in developing relationships with the dental community for their wealth management, retirement planning, estate, and tax planning needs. He has 10+ years working in the financial services industry and joined CDSPI Advisory Services Inc. in 2018.

Perspective on working with dentists

Devon was motivated to join CDSPI because it is a not-for-profit organization focused on serving the dental community. He enjoys working with clients to provide support on their career path starting out as dental students right through until retirement.

“At CDSPI, we are fortunate to advise our clients without worrying about commission. Therefore, we can dedicate time to each client’s unique financial needs and offer unbiased advice. I love telling people that I work for a not-for-profit financial organization – CDSPI is unique that way.”

Working with dentists has been an interesting experience learning about the business side of dentistry and the financial intricacies unique to them. “I find dentists to be knowledgeable business owners who take pride in their work. There is never a dull moment, and our interactions are collaborative and rewarding.”