John R. Klein, CFP®, ChFC®
Managing Director & Wealth Management Advisor
Since 2000, John has been dedicated to helping clients identify and pursue their financial goals. He received his bachelor's in Business Administration from West Texas A&M University and is now a Wealth Management Advisor. John has earned the CERTIFIED FINANCIAL PLANNER ™certification along with the Chartered Financial Consultant® or ChFC® designation. He was also named to the 2022 and 2023 Forbes Best-in-State Wealth Advisors lists.**
Away from the office, John likes to spend time with his wife and watch his son and daughter participate in extracurricular school activities. He is extremely proud of his family and all that they accomplish each day in their individual lives. During weekends, John enjoys traveling with his family and partaking in the occasional Netflix binge. He is also an active member of his church and an avid musician, playing the drums in the church band.
John is always ready for his next challenge. One of his favorite parts of his job is helping clients and their families succeed financially.