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Aid for your financial freedom.

Our Mission is to understand and serve the financial needs of our clients with quality solutions and compassionate care.

Our Team

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Lori Klein, CPA, PFS, CGMA, CFP®, CFS

President

Lori graduated cum laude from the University of Houston receiving her B.S. in Accounting. She has over 31 years experience in public accounting and is currently practicing as a Certified Public Accountant with L. Klein and Company, P.C. and Certified Financial Planner with the financial planning firm of Klein Wealth Management.

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Frankie Holderrieth

Operations Manager

A Tomball High School Graduate, with studies at Orange Coast College, North Harris Montgomery College, Texas Business Leadership Systems, and Center for Chamber Excellence, Frankie has a long history in project management, business/office management and client satisfaction. A fifth generation Texan, and married to Gaylon, her teenage sweetheart…

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Judy Bode

Financial Planning Manager

Judy Bode has been in the industry since 2005 and joined Klein Wealth Management in 2010. Forward thinking is her nature and one of her favorite sayings is, “A sound plan always beats a good guess!” Judy currently the series 6 and 63 licenses, in addition to a Life, Health, and Variable Annuity license which enables her to help clients meet their investment and retirement objectives.

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Koy Domann

Client Service Manager

Koy has served individuals and families in the financial services industry for 15 years. He has worked for both corporate and non-profit companies a financial planning advisor. Koy believed they were good companies, but he knew he needed greater latitude to find the best opportunities for his clients. He decided to search for private firms…

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Michael Bradfield

Financial Advisor

Michael brings his experience as a former business owner to the Klein Wealth Management team. He spent 13 years as a drilling services business owner and the last 8 years as a financial advisor. His years of experience owning and running his own business gives him insight into the difficulties that business owners face on a daily basis.

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Russel Blue

Financial Advisor

A 1999 Sam Houston State University graduate, Russel held previous jobs in the Criminal Justice and insurance fields prior to entering into the financial planning field in 2006. He joined Klein Wealth Management in January of 2008, and has not looked back. He currently the Series 7 and 63 licenses and Life, Health and Disability insurance…

How can I start saving for college and how much will it cost?

We can help prepare for your future and your family’s future with smart savings and investment strategies.

ABOUT US

Our Mission is to understand and serve the financial needs of our clients with quality solutions and compassionate care.

CONTACT

1427 Keefer Road
Texas, TX 77375
(281) 370-0300
info@kleinwealthmgmt.com

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Tax, Accounting, & Business Services Offered Through L. Klein & Co., P.C., a registered CPA firm.
Financial Services offered through Klein Financial Services, L.P., not a CPA firm.
Advisory Services offered through J.W. Cole Advisors, Inc. (JWCA) Securities offered through J. W. Cole Financial, Inc. (JWC) Member
FINRA/SIPC. Klein Wealth Management, L. Klein & Co., P.C., and Klein Financial Services, L.P. are not affiliated with JWC/JWCA 

Registered Representatives of J.W. Cole Financial, Inc. whose identities and associations with Klein Wealth Management are disclosed on this site, may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Please note that not all of the investments and services mentioned may be available in every state

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