At Klaas Financial, we believe your financial future deserves personal attention and genuine care. Every day, our team shows up with one goal in mind: to help you feel confident and prepared for the life you want—both now and in retirement.

For nearly 50 years we've built lasting relationahips with individuals and families, guiding multiple generations through life's financial milestones. Our team of experienced advisors and client service professionals brings together financial expertise with empathy and integrity—delivering advice tailored to your goals, not a one-size-fits-all plan.

By combining personal relationships with modern financial tools, we help simplify the complex and guide you through every stage of your journey. From retirement income strategies to investment planning and tax efficiency, we're here to make your financial life clearer, easier, and more rewarding.

Let's build your future together.

Financial Advisers


Nate Breiby, CFP®, CRC®

Nate Breiby, CFP®, CRC®

Investment Adviser Representative
815-877-8440 x120
Joined Klaas Financial in 2020
 

Alyssa Ebert, CFP®

Alyssa Ebert, CFP®

Investment Adviser Representative
815-877-8440 x113
Joined Klaas Financial in 2019
 

Craig J. (C.J.) Klaas

Craig J. (C.J.) Klaas

CEO, President
Investment Adviser Representative
608-442-5637 x137
Joined Klaas Financial in 2007

Eric Schwartz, CFP®

Eric Schwartz, CFP®

Investment Adviser Representative
608-442-5637 x142
Joined Klaas Financial in 2020
 
 

Maleeah Cuevas, MBA

Maleeah Cuevas, MBA

Chairman of the Board
Investment Adviser Representative
Director of Marketing
815-877-8440 x122
Joined Klaas Financial in 2006

Kyle Kite, MBA, CFP®

Kyle Kite, MBA, CFP®

Chief Financial Officer (CFO)
Investment Adviser Representative
815-877-8440 x118
Joined Klaas Financial in 2014
 

Michael Schlimgen, CFP®

Michael Schlimgen, CFP®

Investment Adviser Representative
608-442-5637 x133
Joined Klaas Financial in 2022

Eric S. Schmitz, CFP®

Eric S. Schmitz, CFP®

Investment Adviser Representative
608-442-5637 x118
Joined Klaas Financial in 2023

Liane Warcup, CFP®

Liane Warcup, CFP®

Investment Adviser Representative
Joined Klaas Financial in 2025
 

Paraplanners


Dylan Henderson

Dylan Henderson

Paraplanner
Joined Klaas Financial in 2025

Morgan Tegeler

Morgan Tegeler

Paraplanner
Joined Klaas Financial in 2024

Client Service Associates


Teera Blevins, FPQP®

Teera Blevins, FPQP®

Client Service Specialist
815-877-8440 x130
Joined Klaas Financial in 2018

Brandi Noorda, FPQP®

Brandi Noorda, FPQP®

Operations Assistant
608-442-5637 x141
Joined Klaas Financial in 2020

Abigail Roberts

Abigail Roberts

Client Service Associate
608-729-2289 x139
Joined Klaas Financial in 2025

Kimberly Keller

Kimberly Keller

Team Support Specialist
815-877-8440 x115
Joined Klaas Financial in 2019
 

Cheryl Rice

Cheryl Rice

Corporate Coordinator of Client & Site Services
Client Service Associate
815-877-8440 x110
Joined Klaas Financial in 2012

Heidi Riviere

Heidi Riviere

Client Services Associate
Joined Klaas Financial in 2025
 
 

Amy Yan

Amy Yan

Client & Site Services Coordinator
608-442-5637 x135
Joined Klaas Financial in 2024
 

Operations and Compliance


Stephanie Mowers

Stephanie Mowers

Chief Operating Officer (COO)
815-877-8440 x123
Joined Klaas Financial in 1998

Rita Rhodes

Rita Rhodes

Chief Compliance Officer (CCO)
Affiliated with Klaas Financial since 2016
 

Portfolio Managers


Josh Stirling, CFA®

Josh Stirling, CFA®

Chief Investment Officer (CIO)
608-442-5637 x136
Joined Klaas Financial in 2017

Rachael Herold-Plakut

Rachael Herold-Plakut

Portfolio Analyst
608-442-5637 x144
Joined Klaas Financial in 2023

Nate Winslow

Nate Winslow

Sr. Portfolio Trader
608-442-5637 x112
Joined Klaas Financial in 2020

Retirement Plans


Forrest Ross, MBA, AIF®, CFP®

Forrest Ross, MBA, AIF®, CFP®

Director of Retirement Plans
608-442-5637 x140
Joined Klaas Financial in 2022

Tax Advisory & Preparation


Jenny Doty, EA

Jenny Doty, EA

Tax Specialist
Joined Klaas Financial in 2024

Marketing


Kristin Smetana

Kristin Smetana

Marketing Engagement Specialist
815-877-8440 x124
Joined Klaas Financial in 2025

Founder


Craig M. Klaas

Craig M. Klaas

Founder-Retired
Founded Klaas Financial in 1976