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Team

Experience Matters

The Strength of Independence. The Power of Partnership.

Since 1987, Sedway Financial has helped high-net-worth individuals, families, and business owners make informed decisions about their wealth, businesses, and legacies. Founded by R. Bryan Sedway, our practice is built on long-term relationships, personal attention, and strategies tailored to each client’s unique priorities. 

Over the years, Sedway Financial has grown alongside the families and businesses it serves, providing personalized, coordinated guidance across investment and wealth management, business planning and succession, tax and estate strategies, risk management, and wealth preservation.

As an affiliated practice within Pacific Advisors, Sedway Financial combines the responsiveness and familiarity of a boutique firm with access to a broader network of specialists, advanced planning resources, and operational support with one of the West Coast's most established financial organizations. This allows us to address complex financial needs and new opportunities while benefiting from the scale and resources of a larger organization and maintaining the independence and personalized service our clients value.  

At Sedway Financial, our mission remains unchanged: to serve as a trusted advocate, provide thoughtful and transparent guidance, and help clients protect what they have built while planning confidently for what comes next.

Meet Our Team

R. Bryan Sedway, CLU, ChFC, CAP

Principal & Founder, Sedway Financial

800-925-2050

866-282-5902

R. Bryan Sedway, CLU*, ChFC**, and CAP***, is the principal of Sedway Financial. A Financial Services Professional since 1987, Bryan maintains his practice as a registered representative of Park Avenue Securities (PAS). Bryan lives his...

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Julie Elliott

Director of Wealth Management Operations, Sedway Financial

916-833-6100

julie_elliott@pacificadvisors.com

Julie Elliott comes to the Sedway Financial team with more than 20 years in the financial services industry. Julie has worked with large, national companies as well as independent advisors, which has allowed her to excel in a wide...

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Kelly Kidwell

CFP® ChFC® CLU®

Executive Chairman & Founder, Pacific Advisors

Kelly Kidwell is the Chairman of Pacific Advisors, a West Coast-based financial services firm that specializes in advanced estate, business, charitable, and philanthropic planning. Kelly started his career in financial services in 1987...
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Misty Weltzien

CLU® ChFC® CFP® CLF® 

Chief Executive Office, Pacific Advisors

Misty Weltzien, a California native, brings nearly 20 years of leadership excellence and a proven track record in the financial services industry. As an accomplished author, thought leader, and advocate for women in finance, Misty is...
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Matt Shipman

WMPC® RICP® CLTC® AIF®

President & Managing Partner, Pacific Advisors

As a Managing Partner for Pacific Advisors, Matthew Shipman is responsible for managing the APG team (Advisor Performance Group), leading our wealth management team and overseeing our compliance team. Matt is tasked with growing the...
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About Us

About Us

Learn more about our planning process and commitment to services tailored to you.