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(800) 638-6900

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Ready to take your success even further?

Our comprehensive wealth management relationship matches your unique goals and concerns with our extensive experience and capacities. This allows us to help solve your concerns, protect your wealth, take advantage of your opportunities and advance your plan.

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Not sure who to contact?

Do you have a question that doesn’t necessarily require an appointment with your advisor? Our team consists of experienced, licensed professionals in many aspects of wealth management who are available to help save you time and answer your questions. Let us help you identify who would be the best fit for your question. For more answers to more common questions, please check our FAQ page.

Our Client Experience Team - helps with questions about:

  • Account opening and maintenance
  • Contributions and disbursements
  • Identifying fees or understanding your statement
  • Transfers
  • Scheduling appointments
  • Change in family status (i.e. birth, marriage, death)

Shawn Reszczyk

Director of Client Experience, KWM

Colette Kline

Senior Client Advocate, KWM

Janine Payne

Administrative Assistant, KWM

Kate Settle

Senior Client Advocate, KWM

Do you need help registering for an event, signing up for our mailing list, or joining us for a Kaydan Cares event? Reach out to our Marketing Department for help.

Danielle Howard

Director of Marketing and Communications, KWM

Evan Lian

Business Development Associate, KWM, Financial Representative, RJFS

Do you have specific questions about investments, portfolio performance or general inquiries about market conditions? Book a teleconference with our Senior Investment Analyst for quick answers.

Mathew Britt

CMT, Senior Investment Analyst, KWM, Financial Representative, RJFS

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Locations

Auburn Hills Office

2701 Cambridge Court Suite, 412
Auburn Hills, MI 48326

248-625-2993 Fax: 248-625-7032

Office Hours

Monday - Friday 8:30 AM - 5:00 PM

Appointments

Early morning and evening appointments are available upon request.

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Fenton Office

329 West Silver Lake Road
Fenton, MI 48430

810-593-1624 800-638-6900

Office Hours

Monday - Friday 8:30 AM - 5:00 PM

Appointments

Early morning and evening appointments are available upon request.

Book an Appointment