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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, MS, CFP®, CFS

President

Lori graduated cum laude from the University of Houston receiving her B.S. in Accounting. She has over 37 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 Fifth generation Texan, and Tomball High School Graduate, she and her family have lived in this area many years. With travels and 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…

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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 holds 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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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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Brooke Rodriguez

Client Service Representative

Brooke is a lifelong Texan, growing up in Katy. She graduated from Baylor University and began her career in Long-term care. Her desire has always been to help people have the best quality of life possible no matter what stage of life they currently reside. Through her experience in healthcare Brooke brings a vast amount of knowledge and expertise to help clients…

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Susan Jones

Director of First Impressions

Susan has been a Texan since 1996. She was born and raised in Los Angeles, California. She worked in the Oil and Gas Industry from 1996 to 2014. She has worked as an Executive Receptionist, administrative assistant and office manager. She loves working with people. She has been part of the team since 2016.

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Lucy Vong

Sr. Tax Accountant

Lucy is a graduate of University of Houston with a Bachelors of Business Administration in Accounting. She has over 10 years experience in public accounting. Through her experience in taxation, she brings a vast amount of knowledge and expertise to help clients tax returns. Lucy joined Klein Wealth Management in 2017 as a tax accountant…

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Debbie Bower

Tax Administrative Assistant

Debbie joined our firm in 2016 with 25 years of experience in office management and tax administrative duties. She is very familiar with the tax filing process and would be pleased to assist you with any tax preparation scheduling or questions for L. Klein and Company that you would require. Multi tasking becomes a key factor for Debbie during our busy tax season…

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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