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

Wealth Management Advisor

Community Involvement

Stages Theatre Company logo

Stages Theatre Company is committed to the enrichment and education of children and youth in a professional theatre environment that stimulates artistic excellence and personal growth. Stages' theatre program is designed to bring out the best in every person they serve, whether in the audience, on the stage, or in the classroom. In addition to producing entertaining plays for young audiences, Stages offers numerous educational programs, summer workshops, and the CAST program that makes theatre safe and comfortable for students with Autism. Their Open Door Program provides tickets, tuition, and transportation subsidies for low-income families, schools, and social service agencies serving at-risk youth.

Dave is passionate about serving on the Board of Directors at Stages as the chair-elect. He is a sponsor for the annual Snowball fundraiser and enjoys attending all of the shows with his family. 

Stages Theatre Company logo

Guild Incorporated is a non-profit agency that provides services to individuals who face mental illness, such as depression, anxiety, bipolar disorder, schizophrenia, etc. Guild strives to help these individuals improve health, avoid homelessness, obtain employment and education, connect socially, and improve their quality of life.

We are proud to support Guild’s mission and to be a supporting sponsor at their annual Ladder of Hope fundraising luncheon. To learn more, check out their website at guildincorporated.org.


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