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.

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…

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.

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.

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…

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.

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…

Sylvia Guevara is a Tax Preparer who works with clients to meet all their tax needs. She enjoys helping others better understand their tax returns and answering questions. She has been working with us since August 2019. She has worked in the accounting field since 2011. She assists with our Quick book clients answering their questions and maintaining their accounts up to date.

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…

I was born and raised in the Rio Grande Valley. Upon graduating from San Benito High School in 2017, I moved to Houston to attend LoneStar Community College. In 2018, I became part of the Klein Wealth Management team as an Office Assistant while still taking classes. I have since received my Associates in Arts Degree.