Team member since 2008
As a senior member of the Client Experience Team, Colette Kline is one of the warm, welcoming faces clients see when they arrive at the Fenton office. Colette is responsible for assisting clients with Kaydan Wealth Management’s on-boarding process, updating account information, processing transfers and withdrawals, addressing client calls and emails, and resolving client concerns.
“We want clients to know we are working hard for them and their families. We want them to feel like a priority.”