At Dechtman wealth Management, our shared mission is to help our clients achieve financial success through transparency, integrity, and devotion. We view our clients and our team as one big family that takes care of one another. Get to know your team.

Jordan Dechtman

Jordan Dechtman

Founder & CEO

Sam Dechtman

Sam Dechtman, CFP®

Wealth Advisor

Linda Roberts

Linda Roberts

Director of Operations

Nissa Maldonado

Nissa Maldonado

Director of Client Services

Adam Menefee

Adam Menefee

Director of Portfolio Research

Brianne Moschel

Brianne Moschel

Director of Client Relations

April Costigan

April Costigan

Director of Client Communications

Linus and Leroy

Leroy and Linus

Chief Comfort Officers