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.
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...
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...
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...
Natalie Evans
Customer Service Associate
Natalie Evans joined Kidwell & Company in 2018. Natalie has a strong desire to learn as much as she can in order to best serve our clients. She possesses strong customer service skills and has a heart for helping others. Her role is to...
Kristin Cossette
Marketing/Bookkeeper Associate
kcossette@kidwellandcompany.com
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...