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Jen Slater

Associate Wealth Advisor

Kaydan Wealth Management

United States, Michigan, Fenton

About Me

In her role as an Associate Wealth Advisor, Jen plays a vital role as a bridge between clients and the Kaydan Wealth Management team. Working closely with Jim Kruzan, CFP®, CRPC®, she attends all client meetings, diligently taking comprehensive notes and expediting client requests. Jen maintains seamless communication with the entire Kaydan Wealth Management team to ensure well-prepared client meetings and efficient delegation of follow-up tasks. Additionally, Jen provides invaluable support to clients by guiding them through necessary paperwork, offering meeting agendas, summaries, and other essential resources. She skillfully navigates clients through the Evolutionary Wealth Process and

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Profile Information

Associate Wealth Advisor

Kaydan Wealth Management

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Fenton

Michigan

United States

Aug 28, 2025

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