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

Wealth Management Advisor


“Dave genuinely cares about our family and that comes across in our interactions.  I can always tell, he truly wants to make sure that we grow our money and that we can reach our financial goals in life.   Dave loves what he does and it comes through when he is working with us and with other people I have recommended his way.  He is excited about teaching and coaching us through our financial journey.  He isn’t a salesman pushing a product, but more of a financial coach.  As our coach, he takes whatever time is needed to make sure we understand and are comfortable with the plan.”    

- Billy Voelkel


“Dave helps give us a sense of calm and confidence in our financial future. He reviews our portfolio as a whole and makes thoughtful suggestions to adjust as necessary as we enter different stages of our lives. The process continues to evolve with each year. We count on his expertise and have been very pleased to date.”

- Jeff & Pam Konen, owners of Konen Homes


“We have always valued that Dave is very authentic and genuine in his approach with us.  He is also very forward thinking, which we appreciate as sometimes it is just easier for us to look at what is just in front of us versus when we retire.  Dave and the team are always very helpful, responsive, and possess a positive attitude.”     

-Mike & Melissa Fandrich


The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.


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