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About

Who We Are

Everyone deserves a tireless advocate on his or her side. We’d be proud to be on yours.

Kaydan Wealth Management is an independent Registered Investment Advisor and has been a fiduciary for over 30 years. We specialize in providing advice and services to the mobile technology industry. Our team consists of well-trained professionals who are highly educated, licensed and experienced in many aspects of wealth management. But, we are more than wealth management advisors. We are our clients’ trusted confidants, counselors, and unbiased sounding boards.

The following principles guide us in all that we do:

Team

Sany Bilani

Trader and Portfolio Analytics Associate, KWM, Financial Representative, RJFS

Darren Brennan

CFP®, Associate Wealth Advisor

Mathew Britt

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

Heidi Hawley

Receptionist, Client Advocate Assistant

Danielle Howard

Director of Marketing and Communications, KWM

Colette Kline

Senior Client Advocate, KWM

James Kruzan

CFP®, CRPC®, Founder, Senior Wealth Advisor

Joyce Kruzan

Director of Practice Management, KWM

Evan Lian

Business Development Associate, KWM, Financial Representative, RJFS

Janine Payne

Administrative Assistant, KWM

Shawn Reszczyk

Director of Client Experience, KWM

Kate Settle

Senior Client Advocate, KWM

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER TM, and CFP® in the U.S.