Kevin D. Klein

Senior Manager

PHONE: 804.545.7459


ROLE: To make sure clients are happy and informed about all things that impact their financial lives. 

MY CLIENT IMPACT: My role is to get to know our clients such that I can make suggestions and give advice consistent with their lifetime goals.

PERSONALITY: Thoughtful, laid-back and easy going.

PERSONAL PASSIONS: My family, time outdoors, the water, and sports. I grew up on the Chesapeake Bay, so anytime I have a chance to go out on the boat or go fishing, I definitely will. I enjoy sports and anything to do with the University of Virginia. UVA football and basketball games are a family affair for us.

CREDENTIALS / EXPERIENCE: Certified Public Accountant for 10+ years with experience serving individuals in privately owned businesses.

EDUCATION: Bachelor of Science in Commerce with concentrations in Accounting and Finance from University of Virginia; Master of Accounting with specialization in Tax Consulting from University of Virginia