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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

Amanda Barger

Practice Management Assistant

Sany Bilani

Trader and Portfolio Analytics Associate

Darren Brennan, CFP®, CRPC®

Wealth Advisor

Mathew Britt, CMT

Director of Client Analytics

Heidi Hawley

Receptionist, Client Advocate Assistant

Danielle Howard

Director of Marketing and Communications

Colette Kline

Senior Client Advocate

James Kruzan, CFP®, CRPC®

Founder of Kaydan Wealth Management
Senior Wealth Advisor

Joyce Kruzan

Director of Practice Management

Janine Payne

Administrative Assistant

Shawn Reszczyk

Director of Client Experience

Kate Settle

Senior Client Advocate

Dylan J. Stewart,
CFP®, CPA

Associate Wealth Advisor

Jen Verscheure

Assistant Wealth Planner

Steve Wszelaki

Business Development Associate

Jared Ryan

Intern

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