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February 11, 2020: Tax Cuts and Jobs Act Workshop at 11:00 am… learn more

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Colette Kline

Senior Client Advocate, KWM

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Team member since 2008

As part 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.”

Get to know Colette

What is the best advice you ever received?

“Sometimes you need to get out of your own way” and “The first duty of Love is to Listen.”

What’s your proudest accomplishment?

My two sons! They are loving, honest, kind, smart, hardworking, respectful adults.

Do you have any pets?

Yes, a wire-haired terrier/lab mix. I rescued him in August of 2015 when he was almost 1 year old. He had been badly abused but is now happy, healthy and the joy of my days, and everyone’s favorite pup.

Do you collect anything?

Yes, hearts.

What attracted you to KWM?

I have known Jim Kruzan for 18 years now. Our youngest sons were in kindergarten together. I respected him as a person and a friend so I knew I could clearly and confidently represent who he is to our clients.

See the Whole Team