CayDen Financial Expands: Welcoming Clear Path Bookkeeping & Skyler Gillespie, CFP®, EA

Effective November 1, 2025, CayDen Financial Inc. is thrilled to announce an exciting new chapter in our growth journey; the successful merger and acquisition of Clear Path Bookkeeping, along with the addition of Skyler Gillespie, CFP®, EA to our advisor and leadership team.

This expansion strengthens our ability to deliver truly comprehensive, tax-integrated financial advising, and continues our mission to help clients plan, save, and invest toward their version of financial freedom.

A Strategic Step Forward

At CayDen, we’ve always believed that lasting wealth is built when financial planning, tax strategy, and business advisory work hand-in-hand. By merging Clear Path Bookkeeping into our platform, we’re deepening our in-house expertise and expanding the tools available to serve our clients; from personalized tax preparation and business accounting to advanced financial planning and investment management.

This move reinforces what our clients already know: CayDen is more than a financial firm, we’re a lifelong partner in your financial journey.

Welcoming Skyler Gillespie, CFP®, EA

Joining CayDen as Tax & Business Accountant, Associate Wealth Advisor, and Junior Partner, Skyler brings a wealth of knowledge and a passion for helping clients simplify the complex.

Skyler’s background includes work with public accounting firms, tax planning companies, and completion of CayDen Financial’s Wealth Management Internship Program, giving him a well-rounded, client-first perspective across personal finance, business advisory, and tax strategy.

His leadership will be instrumental as we integrate Clear Path Bookkeeping’s trusted accounting services into the CayDen ecosystem.

Growing Together, for You

As we continue to grow, our mission remains the same: to empower clients with clarity, confidence, and control over their finances.This merger represents another step toward that vision. building a stronger firm that combines expert people, technology, and strategy to deliver world-class service.

Please join us in welcoming Skyler Gillespie, CFP®, EA, to the CayDen family.

Together, we’re helping individuals, families, and business owners reach their own version of financial freedom and independence; one client at a time.

Daniel Caycedo: Founder & CEO, CayDen Financial Inc.

Shane Dennehy: Founder & WM President, CayDen Financial Inc.

Building Long-Term Wealth: Why What You Save Matters More Than What You Earn

When it comes to building long-term wealth, most young professionals assume it all comes down to income. Promotions, side hustles, bonuses, they all help, no doubt. But here’s the truth we see here at CayDen Wealth Management: wealth isn’t measured by what you make; it’s measured by what you keep.

Your Net Worth; the ultimate scoreboard and personal benchmark of financial health, is calculated by what you own (assets) minus what you owe (debts). That means your savings rate, investment discipline, and ability to minimize unnecessary debt have more impact on your financial freedom than simply chasing the next pay raise.

Why Saving Is the Cornerstone of Wealth

A six-figure salary doesn’t guarantee financial stability if your expenses grow just as fast as your income. On the other hand, a modest income combined with intentional saving, strategic investing, and proactive tax planning can compound into significant wealth over time.

At CayDen Wealth Management, we work with high-performing young professionals who are ready to take control of their finances. Whether you’re a sales executive juggling commission income, a small business owner reinvesting profits, or a growing family balancing competing priorities, the principle holds true: savings create options, and options create freedom.

The Role of Your Virtual Financial Advisor Team

Life is busy. That’s why our team delivers virtual financial planning and investment advice; so you don’t need to fit your goals into someone else’s schedule or location. We design personalized financial action plans that:

• Align your goals with your resources.

• Automate your savings and investing strategies.

• Minimize taxes through proactive planning.

• Keep you accountable as life changes.

At CayDen Wealth Management, we believe it’s not just about running numbers; it’s about creating a system that builds your version of financial freedom while still enjoying life today.

Own Your Version of Financial Freedom

Financial freedom doesn’t look the same for everyone. For some, it’s early retirement. For others, it’s buying a home, traveling with family, or simply having the peace of mind that comes with knowing you’re financially secure. The key is aligning your plan with your personal values; and then sticking to it.

Ready to Take the Next Step?

If you want help building a plan that covers saving, investing, and minimizing taxes while staying flexible to your goals, we’d love to talk. Schedule your free intro and financial review meeting today, and let’s start mapping your path to financial freedom.

👉 Schedule Your Free Intro Meeting

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Daniel Caycedo is the Investment & Tax Strategist, as well as a Wealth Management Advisor for CayDen Wealth Management, a Colorado registered investment advisory firm with offices located in Broomfield, Colorado and Charlotte, North Carolina. Daniel works out of CayDen Wealth Management's Charlotte office, providing virtual, fiduciary, comprehensive wealth management and tax services for high performing professionals and their families. Services include proactive Financial Planning, Investment Management, & Tax Services.

Shane Dennehy is a CERTIFIED FINANCIAL PLANNER™ professional, as well as the President and Sr. Wealth Management Advisor at CayDen Wealth Management, a Colorado registered investment advisory firm with offices located in Broomfield, Colorado and Charlotte, North Carolina. Shane works out of CayDen Wealth Management's Broomfield office, providing virtual, fiduciary, comprehensive wealth management and tax services for high performing professionals and their families. Services include proactive Financial Planning, Investment Management, & Tax Services.

The Power of Saving First: Building Wealth Through Intention, Virtual, Financial Planning

“Do not save what is left after spending, but spend what is left after saving.” – Warren Buffett

At CayDen Wealth Management, we live by this principle. Saving intentionally is the foundation of wealth building, and it’s one of the most powerful steps you can take to create long-term financial security.

Why Saving Comes First

Too often, people treat saving as an afterthought; something they’ll do if there’s money left at the end of the month. But in reality, prioritizing savings is how high-performing professionals, growing families, small business owners, and pre-retirees position themselves for lasting success.

When you pay yourself first, you’re not just setting aside money; you’re building momentum. Even small, consistent contributions can snowball over time thanks to the power of compounding, where your returns start generating their own returns. This is how financial freedom is built; not overnight, but through steady progress.

Our Mission: Personalized, Virtual Financial Planning

At CayDen, our mission is simple: to align your savings and investments with your goals and values. Through our virtual financial planning and investing services, we make professional guidance accessible no matter where life or business takes you.

We specialize in helping:

• High-performing young professionals establish smart saving and investing habits early in their careers.

• Growing families balance future goals like college funding, home ownership, and retirement.

• Small business owners integrate personal and business financial planning for long-term stability.

• Pre-retirees maximize savings, tax strategies, and income planning for a confident transition into retirement.

Progress Over Perfection

We know financial planning doesn’t require perfection. What matters is consistent progress, year after year. With the right structures, automations, and strategies, you’ll have confidence knowing that your plan evolves as your life does.

At CayDen Wealth Management, we combine proactive planning with personal guidance to help you save first, invest wisely, and grow your wealth over time.

Ready to start? Schedule your free financial review today and discover how virtual financial planning can help you reach your version of financial freedom.

👉 www.caydenwm.com

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Daniel Caycedo is the Investment & Tax Strategist, as well as a Wealth Management Advisor for CayDen Wealth Management, a Colorado registered investment advisory firm with offices located in Broomfield, Colorado and Charlotte, North Carolina. Daniel works out of CayDen Wealth Management's Charlotte office, providing virtual, fiduciary, comprehensive wealth management and tax services for high performing professionals and their families. Services include proactive Financial Planning, Investment Management, & Tax Services.

Shane Dennehy is a CERTIFIED FINANCIAL PLANNER™ professional, as well as the President and Sr. Wealth Management Advisor at CayDen Wealth Management, a Colorado registered investment advisory firm with offices located in Broomfield, Colorado and Charlotte, North Carolina. Shane works out of CayDen Wealth Management's Broomfield office, providing virtual, fiduciary, comprehensive wealth management and tax services for high performing professionals and their families. Services include proactive Financial Planning, Investment Management, & Tax Services.