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About Us

About Us

The team at Kidwell & Company has more than 80 years combined experience in financial planning and investment management. During our tenure as financial professionals we have developed financial plans and managed client portfolios through both favorable and unfavorable investment climates. We will use our experience and knowledge gained from from previous investment cycles to help you develop a plan to confidently navigate markets in the future.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Jim Kidwell, CLU

Founder/ Investment Advisor Representative

Jim Kidwell is a graduate of Texas A & M University. He has been in the financial services industry for more than 48 years and opened his first business in 1974. In 1982, he founded Kidwell & Company. From the start, Jim's goal was to...

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Bryan Kelly, CFA

Financial Analyst

Bryan Kelly is Kidwell & Company’s primary portfolio manager. With a powerful insight into financial markets, Bryan is responsible for all portfolio management decisions and investment research. Bryan earned a Doctor of...

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Chad Schneider

Financial Advisor

Chad Schneider brings more than 17 years of experience in holistic financial planning and wealth management to the clients he serves. He is involved in the design, implementation, and monitoring of their holistic financial plans. In...

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Kristin Cossette

Marketing/Bookkeeper Associate

Kristin is a graduate of Stephen F. Austin University with a degree in business and fashion merchandising. Before joining Kidwell and Company, Kristin worked for over ten years in retail management. Kristin’s focus at Kidwell and...

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