FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

Klein Wealth Management FacebookKlein Wealth Management TwitterKlein Wealth Management LinkedIn

1427 Keefer Rd  |  Tomball, TX 77375

281-370-0300

Get Office Directions

Team

 
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...

Read more

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/...

Read more

Judy Bode

Financial Planning Manager

281-370-0300

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...

Read more

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...

Read more

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...

Read more

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,...

Read more

Rachel Powalisz

Certified Public Accountant

281-370-0300

Rachel graduated Magna cum Laude from the Professional Program of Accounting from Texas A&M University with a Bachelor of Business Administration in Accounting and a Master of Science in Accounting. She is also a Certified Public...

Read more