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.
Ms. Klein has attained the Personal Financial Specialist designation from the American Institute of Certified Public Accountants. She also received her Certified Financial Planner designation as well as her Masters in Financial Planning through the College for Financial Planning in Denver, Colorado. To best serve her clients, Ms. Klein became a Certified Funds Specialist and is licensed as an Independent Registered Investment Advisor through J W Cole Advisors, Inc. with securities through J.W. Cole Financial, Inc. in Tampa, Florida.
Lori was recognized for the Top Accounting Firm in the H Texas Magazine, in 2007, and again in 2008 for Top Financial Planner. She is also recognized for her achievements in the 2008 December issue of Texas Monthly for the Top Dependable Accounting Firms in Texas, again in 2009 for Customer Service and every year since Sept 2011 through 2020 for Top Wealth Management. Broker Dealer J.W. Cole Financial Inc acknowledged Lori in 2009 with the Outstanding Achievement award in Wealth Management and again recognized for the same prestigious award in 2011. In 2014, she was presented as Advisor of the Year. Lone Star College awarded Klein Wealth Management the esteemed 2014 Small Business of the Year.
Ms Klein is very active in community affairs. She has been past President of Women’s Business Forum, and the Tomball Business & Professional Women. She was past Chairman on the Board of Directors of the Greater Tomball Area Chamber of Commerce, Rotary International Group Studies Exchange Ambassador to Japan in 1991, and Recipient of the Outstanding Texan Award given to five persons by the Texas Jaycees. She has also been honored with a “Woman of Excellence” award, and Tomball’s Citizen of the Year. For almost 26 years, she has been a member of the Advisory board and the current financial advisor for Cypress Woodlands Junior Forum, and recognized as their honoree for 2011. Lori was a founding Board Member of the North Harris Montgomery Community College District Foundation; now known as the Lone Star College Foundation and currently serves on their board for 2015-2018.
Lori enjoyed serving as a reoccurring financial expert on KHOU TV Channel 11, Saving Cents, with Sherry Williams. She is past 2012/2013 Chairperson for Circle of Red, American Heart Association/Northwest Harris County Division and current member. Lori served as a past board member of Texas Repertory Theatre and the Grand Parkway Association. Presently she is a board member of the Lone Star College Foundation, and board member of the Christian Business Luncheon. In May of 2014, Lori was sworn in as councilman serving Position 5 with the City of Tomball, in 2015 and 2017 serving as Mayor Pro Tem. In 2020, was again sworn in to begin her third 3 year term as City Councilman.
Lori is married to David R. Quinn, Architect, Past City of Tomball’s Councilman and Mayor ProTem. They are blessed with 4 daughters in their blended family and 6 grandchildren. She is a member of the Salem Lutheran Church in Tomball, Texas.