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
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...
Julie Elliott
Director of Wealth Management Operations, Sedway Financial
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...
Kelly Kidwell
CFP® ChFC® CLU®
Executive Chairman & Founder, Pacific Advisors
Misty Weltzien
CLU® ChFC® CFP® CLF®
Chief Executive Office, Pacific Advisors
Matt Shipman
WMPC® RICP® CLTC® AIF®
President & Managing Partner, Pacific Advisors
About Us
Learn more about our planning process and commitment to services tailored to you.