As an extension of Kaydan Wealth Management’s Marketing Department, Steve helps proactively identify, research, and develop new business opportunities. As the first point of contact with Kaydan Wealth Management, Steve is responsible for carefully listening to each new potential relationship’s desires and challenges so he can personally match them with a Kaydan Wealth Advisor, as well as introduce and guide them through our signature Evolutionary Wealth Process.
“My goal is for every interaction with our clients that they feel and know they are valued with the utmost in respect, integrity, and professionalism.”
What attracted you to Kaydan Wealth Management?
The people who make up Kaydan Wealth Management and what they’re about. This begins and emanates from Jim Kruzan and carries through with all the team members: highly professional and experienced with principals that are genuine and focus/guide from the past, the present, and the future.
What’s your favorite quote?
I have three…
“The time is always right to do what is right.” – Dr. Martin Luther King, Jr.
“Be the change you wish to see in the world.” – Mahatma Gandhi
“People don’t care how much you know until they know how much you care.” – Theodore Roosevelt
What’s a fun fact about you?
I love to do urban ballroom and freestyle dancing.
What’s the best advice you have ever received?
My dad told and showed me to treat everyone with respect no matter what they do for a living.
Do you have a motto that you live by?
Do what is right and do what is right in front of you.
What would you do if you won the lottery?
I would donate a significant portion to those less fortunate, keeping only enough that I may live simply.
Barron’s
Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by over 6,186 individual advisors and theirfirms and include qualitative and quantitative criteria. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities. The ranking may not be representative of anyone client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. Kaydan Wealth Management, Inc. does not pay a fee in exchange for this award/rating. Barron’s is not affiliated with Kaydan Wealth Management, Inc.
Forbes
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