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CORE Integrated Wealth


Financial Planning ConsultantsAccountants - Certified PublicInsuranceInvestment Services

About Us

Klein Wealth Management provides a unique perspective which encompasses tax, small business as well as retirement planning and insurance.

We are comprised of financial, estate, and tax planners that are specialized in serving individuals, families, and businesses.

Our team approach

Rep/Contact Info

Judy Bode
Financial Advisor
Michael Bradfield
Financial Advisor
Frankie Holderrieth
Operations Manager
Ron Hoyle
Owner - Financial Planning
Brooke Rodriguez
Director of Insurance and Client Services

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