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!


How to Manage Debt If You Lost Income During COVID-19

Use these strategies to help keep yourself in the best financial position possible during this unsettled time. Read more.

The Conversations Couples Should Have Before Retirement

Here are some questions about what you’re expecting for your golden years to review with your partner to make sure you’re on the same page. Read more.


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