Kaden Baugh

Kaden is a Plattsburgh native and graduate of Seton Catholic Central High School. His interest in investing and financial planning began with the influence of his late grandfather and grew during his undergraduate studies in finance at SUNY Plattsburgh. His time in Worcester Polytechnic Institute’s MBA, Analytics program further shaped his analytical approach to investing, planning, and problem solving.

Kaden enjoys working with individuals, families, business owners, and retirement plan participants to develop strategies aligned with their goals. He is especially interested in using technology and data to make thoughtful financial guidance more accessible and effective.

In his free time, Kaden enjoys staying active, reading, playing chess, and spending time with his niece and five nephews.