Christie Kezlan
Director of Client Services
Christie is our Director of Client Services and is available to assist with all account needs from updating beneficiary information to processing RMD and everything in between. Christie also takes the baton from our wealth advisors to handle client onboarding – transitioning new clients and their accounts to Charles Schwab.
Christie has a B.A. in English from Arizona State University and has spent a majority of her career in the banking industry. She has been with Dechtman Wealth Management since 2020.
Originally from New Hampshire, Christie has lived in Colorado for 30 years and enjoys the Colorado sunshine, sharing outdoor adventures with her husband, their 3 Gen Z children and 2 rescue dogs. Christie is an avid sports fan and welcomes any opportunity to discuss scores, highlights and matchups!
Originally from: Strafford, New Hampshire
Favorite quote: “We don’t laugh because we’re happy, we are happy because we laugh” – William James
Best piece of financial advice received: If you take care of your nickles and dimes, the dollars will take care of themselves.
Favorite food: Chocolate
Hobbies: Reading, Camping, Attending live sporting events
Pets: 2 rescue dogs (Maizzy & Miles)
Place Christie would most like to visit: Italy
Favorite tv show: Anything on ESPN
Something on Christie’s bucket list: RV’ing through all 50 states
Biggest accomplishment: Raising 3 beautiful children who always keep me laughing
Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary
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