Client Service Manager
Education and Designations
- Bachelor of Science, Personal Financial Planning – Utah Valley University (2020)
- Pursuing the CFP designation after graduation
- Financial Planning Association – Utah Student Chapter
Financial Management Experience
Kaden became interested in financial planning when he was looking for a career that would enable him to help people improve the quality of their lives. Kaden combined his passions of financial literacy and helping others, by seeking a career in financial planning. He is involved in the UVU Financial Planning Student’s Association.
Kaden enjoys building relationships with our clients and ensuring they receive the best customer service in the industry.
Kaden grew up in Lindon, Utah. In his free time, he enjoys playing and watching sports, lifting weights, reading and spending time outside.