Team member since 1983
Balancing the responsibilities of Founder and Senior Wealth Advisor puts Jim in a unique position at Kaydan Wealth Management. As the Founder, Jim is responsible for guiding the direction of the firm’s moral compass and ensuring the entire team is advancing its mission statement. As Senior Wealth Advisor, he manages the firm’s largest and most complex client relationships and is also hands-on with the development of comprehensive, process-driven wealth solutions.
“My biggest goal is to substantially reduce the level of stress my clients contend with when it comes to their finances, giving them the time and freedom to lead more meaningful, abundant lives.”