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We are financial advocates for our clients.

Susan Jones

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Contact Phone

Call: (281) 370-0300

E-mail

contact@kleinwealthmgmt.com

Susan Jones

Director of First Impressions

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. Working for Lori, our team and our clients is rewarding for her.

She is blessed to be part of the team and assist our clients in any way possible.

She has been married for close to 25 years. Her kids are fur babies. She loves to travel, read books, eat good food, dance, spend time with family and friends and learn new things. Coffee and God are very essential to her. She is going back to school and learning how to sew in 2020.

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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