Advisors at this firm
Caden B
Series 65
Tipp City, OH
Pathways Wealth Management, Inc.
Caden Beam is a financial advisor at Pathways Wealth Management, Inc. with one year of industry experience. He holds a Series 65 designation and has prior experience at L.M. Kohn & Company and University of Dayton. Beam is also involved in client services at Vision Financial Partners, LLC. Pathways Wealth Management advises individuals and various entities, including trusts and qualified retirement plans, offering investment management and personalized financial planning. The firm serves both high-net-worth and non‑HNW clients, employing tailored asset allocation plans with a mix of discretionary and non‑discretionary management.
Dustin B
CFP®, Series 63, Series 65
Tipp City, OH
Pathways Wealth Management, Inc.
Dustin Beam is a CFP® professional with 25 years of experience in financial advising. He is currently with Pathways Wealth Management, Inc., where he has worked since 2010, and previously spent ten years at L.M. Kohn & Company. Beam holds Series 63 and Series 65 licenses and is licensed in Ohio for accident, health, life, and variable insurance. Pathways Wealth Management advises individuals, trusts, estates, business entities, and qualified retirement plans, serving both high-net-worth and non-HNW clients as well as institutional-style accounts. The firm combines long-term asset allocation with fundamental, technical, and cyclical analysis, offering discretionary and non-discretionary management tailored to client objectives.
Andrea C
Series 63, Series 65
Tipp City, OH
Pathways Wealth Management, Inc.
Andrea Clark is a financial advisor at Pathways Wealth Management, Inc. with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Pathways Wealth Management since 2010, with a ten-year tenure at LM Kohn & Company. Outside of her advisory role, she operates T & H Consulting, providing RIA compliance consulting and genealogy services. Pathways Wealth Management advises individuals and various entities, including trusts, estates, business entities, and qualified retirement plans, offering investment management and personalized financial planning. The firm serves both high-net-worth and non-HNW clients and employs a long-term asset allocation strategy combined with fundamental, technical, and cyclical analysis.
