As an Associate Wealth Advisor at HBE, Kaiden is developing a strong foundation in the firm’s investment philosophy, processes, and procedures. In his role, he supports the Wealth Advisors and clients by contributing to financial planning, preparing meeting materials, and assisting with investment strategies. Kaiden is committed to growing his expertise and building meaningful client relationships as part of the HBE Wealth Management team.
Before joining HBE, Kaiden worked as a Sales Representative at Sandhills Global in Lincoln, where he gained valuable experience in maintaining client relationships and communicating effectively. This role strengthened his dedication to enhancing the client experience and providing thoughtful investment advice, both of which he continues to focus on in his work at HBE.
Kaiden earned his Bachelor of Business Administration with a focus in Finance from the University of Nebraska–Lincoln. He is actively advancing his professional credentials to broaden the depth and quality of advice he provides to clients. Kaiden is currently pursuing the Chartered Financial Analyst (CFA) designation, having passed CFA Level I in May of 2025 and preparing to take CFA Level II in August of 2026. He also plans to complete the Series 65 exam by the end of 2025. These credentials represent some of the most respected designations in the financial industry, and achieving them will allow Kaiden to offer more comprehensive guidance on investment strategies, portfolio management, and long-term financial planning. Once he has completed the CFA program, he intends to pursue the Certified Financial Planner (CFP®) certification, further strengthening his ability to serve clients with a holistic approach to wealth management.
In his free time, Kaiden enjoys reading, going on long walks with his wife, and spending time with family and friends.