Kevin D. Klein
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