Joined Klaas Financial in 2013

Jenna was born and raised in Belvidere and continues to reside in the greater Rockford area. Jenna enjoys gardening and spending time with friends.

Joined Klaas Financial in 2006

Maleeah has a Master's Degree in International Business Management & Public Administration from the Monterey Institute of International Studies. She is also Series 6, 7, 63 and 65 Securities licensed and holds her life & health insurance licenses. Maleeah is married with four children and resides in Rockford. Growing up on the West Coast, and living in the Midwest for the last two decades, Maleeah will likely retire someday on the East Coast. Maleeah enjoys spending time with her family, quiet places, going on walks, horseback riding and international travel. She loves her profession and developing relationships with her clients. Maleeah also founded and leads Women In Motion.

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Kyle is an Investment Adviser Representative with Klaas Financial. He has over 5 years of experience in the finance industry. He received his MBA from NIU in 2015 and became a CFP® professional in 2016. Kyle was born and raised in Rockford and still resides there today with his wife Ashley. In their free time, they enjoy traveling and getting together with friends and family.

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Shanti has a Bachelor of Science in Communication with a double major in PR and Marketing from UW-Whitewater. Shanti is married and has 3 children and has lived in the Madison area most of her life. She loves to travel and spend time with her pets. In her spare time, she enjoys time on the water, going to sporting events and seeing live concerts with her husband and friends.

Joined Klaas Financial in 2005

Ginny is a Wisconsin native, but has lived in Machesney Park since 2005. She and her husband have 2 married daughters and 4 grandsons. Ginny loves to play the piano and enjoys gardening and reading.

Joined Klaas Financial in 2007

C.J. graduated from the University of Washington with a BA degree in Economics. C.J. is Series 7 and 66 Securities licensed, and holds life and health insurance licenses. C.J. married Blair Klaas in 2005 and they have 3 children (Grace, Paige and Landon). C.J.'s father, Craig M. Klaas, founded Klaas Financial in 1976. Prior to entering the retirement planning and investment world, C.J. used to play professional soccer for the Seattle Sounders in Seattle, WA. C.J. was named to the "40 under 40" list of rising young business stars in the Greater Madison area for 2014 by InBusiness Magazine. [view article] [watch video]

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Tammy lives in Rockford and has 2 grown children and 1 grandchild. She enjoys spending lots of time with her children and grandson, Hunter. She also enjoys reading, spending time with friends, and going for walks.

Founded Klaas Financial in 1976

Craig has a Bachelor's Degree in Finance from the University of Illinois. He is also Series 7, 63, 66 and 24 Securities licensed and holds his life and health insurance licenses. Craig and his wife, Jan, have 3 adult children and 10 grandchildren whom they love spending time. Craig is an avid outdoorsman and loves to be outside hunting and fishing. He also enjoys the time he and Jan spend hosting a weekly couples Bible study in their home.

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Joined Klaas Financial in 1998

Stephanie is Series 6 and 63 Securities licensed and holds her life and health insurance licenses. Stephanie was raised in Kirkland and has one adult daughter. Stephanie enjoys music, movies and traveling and spending time with family and friends.

Cheryl joined Klaas Financial in October of 2012. She and her husband, Mark, live in Rockford. Their children live in Bloomington, IL and South Carolina. Cheryl loves greeting Klaas' clients and guests, time spent with family and friends, and traveling!

Melissa received her MBA with a specialization in Human Resource Management from Ashford University in 2013. She is Series 7 and 66 Securities licensed and holds her life, health, property & casualty insurance licenses. Melissa is married to Jason and has 3 children (Mikayla, Marissa, and Jaxon) and resides in Machesney Park, IL. Prior to working with Klaas, Melissa spent 15 years in management in the banking and finance industry. In 2015 she was appointed to the Harlem School District Board of Education of which she will start a new 4 year term in April 2017. In her free time Melissa enjoys going to tumbling & swimming competitions with the girls and spending time watching baby Jaxon grow.

Matt is currently working as a Client Service Associate with Klaas Financial in our Madison location. He received a Bachelor’s Degree in Personal Finance and Sustainability from the University of Wisconsin-Madison in 2017. He has been involved in the financial industry through various organizations, including time spent working as a peer educator in UW-Madison’s Financial Life Skills programs. A native of the Madison area, Matt has three siblings. In his free time, he enjoys listening to music, partaking in Madison’s thriving restaurant scene, and spending time with his friends and family.

Meghann joined Klaas Financial as a Client Service Associate in August of 2017. She recently relocated to Rockford to join her fiancé, Nick. She enjoys reading, knitting, and taking care of her Boston Terrier, Ambelina. Meghann has a B.A. degree from Lakeland College, and comes to Klaas with a university administrative background.