Hi there, I’m Kaeden. My interest in planning started early while teaching emergency preparedness at Boy Scout camp. I enjoyed learning about preparedness, thinking ahead, and teaching those concepts to others. Years later, I earned my bachelor’s degree in Business Administration. During that time, I was managing my own finances, took a course in personal finance, and began to understand how planning ahead could create greater financial stability in the future.

Since then, I’ve worked in operations, data analytics, and production planning, experiences that strengthened my approach to organization, strategy, and problem-solving. I’ve also spent more than 10 years teaching through scouts, church, school, work, and as a parent. Those experiences have made me better at taking complicated topics, identifying what matters most, and explaining them in a way that makes sense.

Today, I bring those experiences together by helping individuals and families better understand estate planning and prepare for retirement with greater confidence. I want to help families put a plan in place before it’s needed, reducing the potential for confusion and contention during an already difficult time.

Having three kids has taught me to be flexible, but I still love having a good plan in place. That carries into life outside of work, whether I’m planning a family trip, figuring out what to cook for a great meal, or deciding what adventure comes next. Most of all, I enjoy spending time with my wife and kids, biking, cooking, traveling, and getting outdoors.

801-675-6426

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