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, CFP®
Associate Wealth Advisor
Steve Wszelaki
Business Development Associate
Jared Ryan
Assistant Wealth Planner
Ashleigh Rhodes
Client Advocate
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER TM, and CFP® in the U.S.