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Jay smiling wearing a blue suit standing outdoors in a mountainous valley.
Founder / Chief Executive Officer

Jay Broadbent

Jay Broadbent is the visionary Founder and Chief Executive Officer of Caddis Capital Management. With a profound dedication to excellence and a strategic mindset, Jay has been at the helm of the company since its inception, driving its growth and success. His entrepreneurial spirit and forward-thinking leadership have been instrumental in shaping Caddis into a thriving and innovative organization.

As a dedicated husband and father, Jay values work-life balance and works hard to create a workplace that emphasizes the well-being and growth of its employees. He is deeply passionate about fly fishing and aviation. Jay's commitment to philanthropy and community engagement is reflected in the company's efforts to give back and create a positive impact beyond the business world.

With a strong background in business development and a keen understanding of market trends, Jay continues to steer Caddis towards new opportunities and sustainable growth. His strategic vision, coupled with his genuine care for people, he has solidified his position as a respected leader and a driving force behind the company's continued success.

Trudy smiling wearing a blue blazer standing outdoors in a mountainous valley.
Co-Founder / Managing Officer

Trudy Broadbent

Trudy Broadbent became an integral part of the company when she joined in 2018. Her collaboration with Jay Broadbent in establishing Caddis Capital Management was pivotal to the company’s successful launch. Trudy’s dynamic role involves frequent visits to stores, engaging with employees, and spearheading discussions at the head of the conference table, where she actively absorbs and shares ideas to further enhance the company’s achievements. Known for her compassionate nature, Trudy is the embodiment of the human touch that is warmly welcomed by all. With a rich and diverse skill set, she has cultivated a lifelong career in various domains, and is an expert in health and wellness, massage therapy, and physical therapy. Her extensive travels have not only broadened her horizons but have also heightened her sensitivity to the needs of individuals within the company.

Outside of work, Trudy enjoys spending time with her family, tending to her garden, and volunteering to support others. She is known for her hands-on approach, genuine connections, and nurturing nature, which are qualities that continually and positively impact the Caddis companies.

Dan smiling wearing a blue suit standing in front of a grey background.
Chief Financial Officer

Dan Cloward

Dan Cloward has been an invaluable asset to Caddis Capital Management. He has been with the company since 2010, starting as the controller in the accounting department. Due to his extraordinary organizational skills and fresh ideas, Dan was promoted to CFO. In this role, he has played a vital role in the growth of our family of companies. His leadership style is characterized by a keen attention to detail and a strong belief in people, reflected in his approach of leading from behind. He is passionate about hiring the right people with the right talents and skills, and allowing his team to develop their own confidence and autonomy. Known for celebrating wins and working closely with high achievers, Dan is not a micromanager. Additionally, he emphasizes learning from mistakes and understanding that nobody wins until people lose.

In the words of Michael Scott, “The guy you think he is, he’s not.” Dan Cloward encourages his team to do their best and prioritizes the well-being and development of his colleagues. As a devoted husband, father, and grandfather, Dan adores his grandchildren and is very active in their lives. His dedication to people is evident and you can’t help but love being with Dan. He is very personable and approachable. Dan Cloward’s impact on Caddis Capital Management and our team is immeasurable. His exceptional leadership, unwavering dedication, and genuine care for others make him an invaluable asset. It’s clear that he is not just respected but genuinely loved by everyone who has the privilege of working with him.

Tyson smiling wearing a blue suit standing outside with foliage behind him.
Purchasing Director

Tyson Cook

Tyson Cook is a highly valued member of the Caddis Companies, demonstrating unwavering loyalty and dedication throughout his extensive tenure. Renowned for his unparalleled precision and attention to detail, Tyson is the go-to expert for all matters related to inventory, pricing, and profit margins. Always keeping the bottom line and profitability in sharp focus, Tyson’s insights have consistently proven invaluable to the company’s success. Colleagues find him to be an approachable and affable leader, fostering a positive and collaborative work environment for his team. Tyson’s innate ability to connect with people makes him a trusted mentor and an asset to the company.

Beyond his professional endeavors, Tyson competes in the Baja 1000 every year, one of the world’s most prestigious off-road motorsport races. A devoted family man, he takes immense pride in his four young adult children and is known for his willingness to lend a helping hand wherever needed, embodying the true spirit of a team player.

Scott smiling wearing a dark blue collared shirt with a light grey background.
Director of Human Resources and Training

Scott Scriber

Scott Scriber is a well-respected Director of Human Resources and Training known for his unwavering belief in the inherent goodness of people. With a genuine passion for helping others, Scott consistently gives everyone the benefit of the doubt and fosters an environment of trust and understanding within the workplace.

As a clear and empathetic communicator, Scott is adept at strategically aligning the needs of the organization with the professional and personal growth of its employees. His strong belief in the importance of well-organized processes is reflected in his meticulous attention to detail and love for cleanliness and order. He is constantly striving to optimize workflows and ensure that every aspect of the organization runs smoothly.

What sets Scott apart is his genuine joy in witnessing individuals flourish and exceed their own expectations. He takes great pride in identifying and nurturing potential in others, providing them with the support and opportunities needed to realize their full capabilities.

Away from the office, Scott is a devoted family man who prioritizes quality time with his loved ones. Every year, without fail, he requests time off to embark on a cruise with his family, a cherished tradition that has allowed him to explore the world. His fondness for the color blue is evident in his wardrobe, as he is rarely seen without it.

Greg smiling wearing a grey suit standing in front of a wall of some foliage.
Director of Sales

Greg Dunn

Greg is an accomplished and high-energy professional who thrives on driving sales and inspiring his team to achieve their best. With an unwavering passion for building strong relationships and a natural ability to connect with people, Greg has established himself as a charismatic and dynamic leader in the sales industry.

With years of experience in medical sales, Greg has honed his skills in motivating and guiding his team to meet and exceed their targets. His energetic and proactive approach invigorates those around him, instilling a sense of purpose and drive in the entire sales department.

Greg’s leadership style is characterized by his hands-on approach and his unwavering commitment to fostering a positive and productive work environment. He leads by example, always ready to roll up his sleeves and dive into any solution.

Greg is a dedicated dad and passionate about staying active. Greg Dunn is a natural leader. His ability to inspire and lead is truly exceptional, and he continues to make a remarkable impact in the DME Sales Industry.

Jen smiling wearing a black turtleneck sweater standing in front of a dark grey background.
Marketing/Design Director

Jen Black

As the Marketing Director and Designer at Caddis, Jen Black oversees a diverse and talented marketing team. Her strategic vision and leadership have driven successful marketing campaigns and initiatives. Under her guidance, the marketing team has consistently delivered innovative and impactful strategies to increase brand visibility and drive sales.

Her commitment to excellence and proactive problem-solving approach have made her an invaluable asset to the company. Jen Black’s leadership and expertise have contributed significantly to the growth and success of our marketing team, and we are fortunate to have her at the helm of our marketing efforts. Balancing her career with motherhood, Jen finds joy in being a devoted mother of two. Beyond the professional realm, she indulges in her passions for baking, and gardening. Jen attributes her success to her talented team and takes immense pride in their collaborative efforts. Her unwavering dedication and valuable contributions make her an essential asset to the company.

Joclynn smiling wearing a dark blue blazer standing in front of a green background.
Director of IT

Joclynn Johnson

Joclynn Johnson, the IT Director at Caddis, embodies strength, determination, and leadership as a woman in a male-dominated industry. With over 15 years of dedicated service, she has proven herself to be the driving force behind the success of the IT department, leading a team of professionals with grace and expertise while commanding respect through her strong, logical, and motivated approach.

Her in-depth knowledge of the company’s software systems is unparalleled, and she is capable of swiftly solving any technical issues that may arise. Joclynn’s commitment to excellence and her ability to navigate complex IT challenges make her an indispensable asset to our organization.

Joclynn is also a devoted mother to two children and a loyal wife to her husband, who coincidentally also works in the IT field. Together, they share a deep bond over their shared passion for Information Technology, often exchanging ideas and insights that enrich their professional and personal lives. Joclynn’s ability to excel in her career while maintaining a fulfilling family life is a testament to her exceptional time management and unwavering determination.

Lisa smiling wearing a dark blue blazer standing in front of a dark grey background.
Resupply Manager

Lisa Kirkpatrick

With over a decade of experience in the healthcare industry, Lisa Kirkpatrick has continually demonstrated her expertise as an organized and goal-oriented leader. Beginning her journey with the company in May 2010, she has held diverse roles, starting as an Insurance Biller, Rehab Billing Specialist, ACT Phone Team Lead, and eventually hired as the Resupply Manager. Since assuming the role of Resupply Manager in June 2018, Lisa has successfully doubled the growth of their team, a testament to her process-driven and growth-oriented mindset.

Lisa takes pride in being a hands-on leader dedicated to providing exceptional customer service and resolving any challenges that may arise. Working directly with customers and her team, has not only allowed her to impart valuable training, but has also enabled her to glean insights and feedback to continually enhance company processes. Lisa is an involved, dedicated mother and grandmother. She is deeply committed to her children and is the life of any party. If you had to describe Lisa, you would say she has a larger than life personality with the energy and love to match. You can’t help but laugh with her and learn from her ability to connect with people. She can do a lot of things at the same time, which is impressive to watch. Lisa is smart, creative, and passionate about her work she is constantly seeking opportunities for improvement.

Brandy smiling wearing a white blazer in an office.
Medical Collections Manager

Brandy Rodriguez

Brandy Roqriquez is a seasoned professional in the healthcare industry, she has worked in many different positions within the company. Brandy has exhibited strong management skills and a deep understanding of medical collections.

During challenging times, Brandy has consistently stepped up, providing guidance and support to her team and ensuring the smooth functioning of the department. Her exceptional leadership skills were particularly evident when she led her team through a period of increased workload and challenges, maintaining a high level of productivity and morale.

Brandy is renowned for her hands-on approach and her commitment to the professional growth and well-being of her team members. She works closely with her team to ensure that they are equipped with the skills and resources needed to excel in their roles.

Outside of work, Brandy enjoys spending time with her family and is supportive cheer mom. We admire her for her dedication, expertise, and unwavering commitment to her team.

Karen smiling wearing a dark blue blazer standing in front of a grey background.
Retail Sales Director

Karen Agnew

Karen brings a wealth of experience in retail and sales to our company, coupled with a dynamic and innovative approach to improving processes. Her quick thinking, abundance of ideas, and strong commitment to continuous improvement make her an invaluable asset to our team. Karen’s vibrant personality and depth of thought are evident in her interactions with colleagues and her strategic decision-making.

As our Retail Sales Manager, Karen is constantly on the move, traveling regularly to visit every store, where she actively engages with employees and seeks opportunities to enhance our retail operations. Her passion for multitasking is reflected in her hands-on approach to managing various tasks simultaneously. You’re more likely to find her in the airport than in her office, which is a testament to her dedication and proactive efforts to stay connected with our retail locations.

Karen is also a devoted single mother to two adult children. She is known for being a strong communicator and a catalyst for positive change within our retail sales department.

Beau wearing a black collared shirt sitting outside in a mountainous valley next to a lake.
Controller

Beau Cartier

As the Controller of the accounting department at Caddis Capital Management, Beau plays a crucial role in ensuring the company’s financial integrity and success.

With a keen eye for detail and strong analytical skills, Beau has significantly contributed to the organization’s growth by developing and implementing efficient financial processes. His expertise in financial reporting, budgeting, and forecasting has provided valuable insights for decision-making and resource allocation.

Known for his approachable nature and collaborative leadership style, Beau fosters a positive and productive work environment within the accounting department. His commitment to accuracy and compliance has earned him the respect of his colleagues and peers.

He also enjoys spending quality time with his family and pursuing outdoor activities like hiking and running.