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We are financial advocates for our clients.

Frankie Holderrieth

frankie-big

Contact Phone

Call: (281) 370-0300

E-mail

frankie@kleinwealthmgmt.com

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. Frankie has 1 son and 3 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, writing, and making her own aromatherapy blends.

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

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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