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Meet The Team

Meet your Dechtman Wealth Management Team

At Dechtman Wealth Management, located in beautiful Denver, Colorado, our wealth advisors’ 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. We understand that trusting a firm with your wealth is an important decision that you do not take lightly. You have worked hard to earn your money and we believe you should feel comfortable every step of the way. Our team of experienced professionals are here for your every need. If you have a question regarding any of our wealth management services which include investment management, financial planning, estate planning, tax preparation, Medicare planning, or Social Security analysis, our Denver wealth advisors will be able to answer them using common language that you understand. Schedule a free assessment with our team to find out how we can help you accomplish your goals. Our investment management services, knowledge and expertise are at your disposal. Contact our investment firm in Denver and get to know your team!

jordan dechtman

Jordan Dechtman

Founder & CEO - Managing Director

sam dechtman

Sam Dechtman, CFP®, CFS®

Wealth Advisor - Managing Director

linda roberts

Linda Roberts

Director of Compliance

adam menefee

Adam Menefee

Director of Business Administration

christie bart

Christie Kezlan

Director of Communications

nessa

Nissa Maldonado

Director of Operations

linus and leroy dogs

Leroy & Linus Dechtman

Chief Comfort Officers

christie bart

Christie Kezlan

Director of Communications

Christie is our Director of Communications and is the first smiling face you see when you enter the Dechtman Wealth Management office. In addition to greeting clients, Christie arranges your appointments, directs your calls, and can assist in many other ways, just ask!

Christie has a B.A in English from Arizona State University, although she has spent the majority of her career in the banking industry.

Christie has been in Colorado for 28 years. She enjoys the Colorado sunshine with her husband of 20 years and their three teenage children. Christie is an avid fan of all sports, especially football and loves to discuss any scores, highlights and matchups!

We Are Here to Help

By leveraging our disciplined investment process, you receive complete transparency of information, straightforward costs, and proactive investment management services. Located just outside Denver, Colorado, Dechtman Wealth Management is built on the foundation of trust that we have with our clients. Since our founding in 1984, we have acted as fiduciaries and always put our clients first.

If you want to start preparing for your retirement or would like a second opinion on your investments, give us a call and we would be happy to visit with you.