David Joseph Klein, CFP®, CLU®, ChFC®, RICP®

Wealth Management Advisor

A Message from Dave Klein

Our mission is to help you achieve clarity, confidence, and peace of mind for your financial future. 

We begin by listening to your values and understanding your vision in order to thoughtfully evaluate the optimal financial solutions for your family.  By taking time to connect, educate, and partner with you, we create a holistic plan designed to help you maximize wealth while appropriately managing risk.

Our desire is to build lasting relationships with your family to provide guidance through all of life’s changes and for generations to come.   Our approach is authentic and collaborative, helping you to gain new insights, develop innovative strategies, and build financial security.

We are committed to helping you achieve your goals and are excited to partner with you throughout your financial journey!


If you dream it, we’ll help you live it.

See how our version of financial planning can help you live your dreams today. Learn more.

We’re happy we make you happy.

Our clients rated us #1 in Customer Satisfaction among All Individual Life Insurance Providers. For J.D. Power 2019 award information, visit jdpower.com/awards.

4 Essential Lifestyle Factors That Can Help You Prepare for Retirement

To enjoy a full, healthy retirement, consider these four essential lifestyle factors and how you'll plan for them. Read more.


To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck