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.