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We are financial advocates for our clients.

Frankie Holderrieth

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Contact Phone

Call: (281) 370-0300

E-mail

frankie@kleinwealthmgmt.com

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 and client satisfaction. Recently certified through MSI Institute for Advanced Communication skills (ACSC), Time Management Skills (TMSC), Problem Solving Techniques (PSTC) and Strategic Customer Services Skills (SCSSC), Frankie plans on continuing her education in the Six Sigma Certifications in Professional and Human Resources.

Frankie has been on Lori’s team since 2008. As Lori’s personal assistant, Frankie will be glad to assist you with any requests for Lori. As the Office Operations Manager, she is responsible for maintaining daily office operations, human resources, commissions, back office assistance, marketing, client and customer satisfaction. Please call on Frankie for any situation, she will always be glad to assist you.

Married in 2013 to Gaylon, her teenage sweetheart. Frankie has a blended family of 3 sons, 1 daughter and 7 grandchildren . She is a member of the Grace Christian Family Center Church, a 2007 graduate of Leadership North Houston, 2008 Tomball Citizens Police Academy, 2011 CPR Certification, and 2011 CERT (Community Emergency Response Team) Certified. When not volunteering in her hometown of Tomball, Frankie most enjoys a relaxing time at the beach, on a cruise in any port with her hubbie, writing, and making her own aromatherapy blends.

Why work with the Klein Team?

We pair dedication and experierence with
innovative solutions to assist our clients in
all aspects of financial planning
and future building.

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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