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We are financial advocates for our clients.

Jude Bode

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Contact Phone

Call: (281) 370-0300

E-mail

judy@kleinwealthmgmt.com

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 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.

Originally from WI, Judy attended Evangel University in Springfield, MO. She moved to TX in 2014 and hasn’t missed one flake of snow!

In the community, Judy currently serves as the Chair for the Magnolia Parkway Chamber of Commerce. She is also an active board member of both the Salem Lutheran Church Trust and Inspiring Possibilities, a foundation for specially challenged children. Judy is a Past Rotary President, Paul Harris recipient and Leadership Montgomery County alumni.

In her free time, Judy loves spending time with her husband, four financially stable children, four precious grandchildren and her loveable golden retriever.

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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