Joined Klaas Financial in 1998

Stephanie is Series 6 and 63 Securities licensed and holds her life and health insurance licenses. Together, Stephanie and her husband Jason have 4 children and 1 grandchild. Stephanie enjoys music, movies and spending time with family and friends

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 her MBA from Judson University, a Master's Degree in International Business Management & Public Administration from the Monterey Institute of International Studies, and a Certificate in Financial Planning from Boston University. She is 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. Originally from southern California, she has enjoyed living in the Midwest for the past two decades. Maleeah enjoys spending time with her family, playing piano and traveling. She loves her profession and developing relationships with her clients. Maleeah also founded and leads (WIM) Women in Motion. Maleeah has a membership interest in Klaas Financial Asset Advisors, LLC.

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Joined Klaas Financial in 2018

Teera is a graduate of Northern Illinois University with a Bachelor’s Degree in General Studies of Liberal Arts & Science. A native of Roscoe, IL, Teera enjoys spending time with her husband locally, and in Northern Wisconsin at their family cabin. Teera and her husband are avid Cubs fans which is why they named their Australian/Husky mix puppy “Ivy”. They also enjoy pontoon boating and snowmobiling in their free time.

Joined Klaas Financial in 2018

Jenny has a Bachelor’s Degree in Communications with an emphasis in Marketing. She has worked as a client service associate in the financial planning industry since 2016. Prior to working in the financial planning industry, Jenny spent 8 years in project accounting at an international engineering firm. She volunteers weekly at Heartland Farm Sanctuary to satisfy her extreme love for animals. Jenny and her husband, Bennett, have 2 dogs and a cat and enjoy traveling and exploring new parts of the world every chance they get!

Joined Klaas Financial in 2018

Janel graduated from the University of Wisconsin-Whitewater with a Bachelor of Business Administration degree in Finance and an emphasis in Financial Planning. Janel is Series 7 and 63 Securities licensed and holds life and health insurance licenses. She received her CFP® designation in 2015. Prior to joining Klaas Financial, Janel spent the previous 7 years with Nan M. Zimdars, Inc. and has also worked locally in the pension, 401(k) and IRA services fields. Janel was born in Sturgeon Bay, WI and moved to Madison in 1997. She and her husband enjoy spending time with their two children camping and attending their swim meets and baseball games.

Joined Klaas Financial in 2014

Kyle began his career in the financial industry in 2011. 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. Kyle has a membership interest in Klaas Financial Asset Advisors, LLC.

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Joined Klaas Financial in 2013

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.

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. C.J. has a membership interest in Klaas Financial Asset Advisors, LLC. [view article]

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Joined Klaas Financial in 2017

Meghann resides in Rockford with 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.

Founded Klaas Financial in 1976

Craig has a Bachelor's Degree in Finance from the University of Illinois. Craig and his wife, Jan, have 3 adult children and 10 grandchildren with 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 couple's Bible study in their home.

Joined Klaas Financial in 2012

Cheryl and her husband, Mark, live in Rockford. Their son Danny, his wife Colleen and baby Henry, live in Bloomington, IL and their daughter Jessica and her husband, Justin live in Texas. Cheryl loves greeting Klaas' clients and guests, time spent with family and friends, and traveling!

Joined Klaas Financial in 2017

Josh graduated from the University of Wisconsin-Milwaukee with a Bachelor of Business Administration Finance in December 2016. Josh holds his series 65, 7 and 63 licenses. He is from Plymouth, WI and has family throughout southern Wisconsin. He enjoys spending time with family and friends hiking, movie going, game nights and going to local farmer's markets on weekends.

Rita acts as Chief Compliance Officer and provides compliance support to Klaas Financial through her consulting business, Adroit Compliance. She has a Bachelor of Science in Business Administration and Finance from the University of Phoenix, and over 15 years of experience in regulatory compliance. She also has earned the Investment Adviser Certified Compliance Professional (IACCP®) designation from the National Regulatory Services/Investment Adviser Association. She and her husband Neal have three adult daughters. In her spare time, Rita enjoys gardening, bicycling, photography, and travel.

Joined Klaas Financial in 2017

Matt 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.

Joined Klaas Financial in 2016

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. In her free time Melissa enjoys going to tumbling & swimming competitions with the girls and spending time watching baby Jaxon grow.

Joined Klaas Financial in 2018

Andy graduated from the Wisconsin School of Business in Madison with a degree in Finance, Investment and Banking. He holds his series 7, 63 and 65 licenses, and is currently working towards obtaining his CFP® certification. Andy came to Klaas Financial with previous experience as an Investment Advisor Representative and in business management. As a native to the Middleton/Madison area, he enjoys everything local and spends his free time with his wife and growing family.

Joined Klaas Financial in 2018

Nan has a Bachelor’s Degree of Business Administration in Finance from UW Madison, and a Masters of Science Degree in Financial Services from the American College. In 2016 Nan was honored for her many years of service to her clients by Governor Scott Walker with the Wisconsin Governor’s Trailblazer Award for Women in Business. The Zimdars Financial tradition began with her grandfather, Ray F. Zimdars, in 1923 in Green Bay, Wisconsin. Following in both her grandfather’s and father’s footsteps, Nan joined the Zimdars firm in 1979. The Zimdars have been in the business of building long term solid relationships for over 90 years; in fact Nan is currently working with fourth generation clients. Nan’s focus is assisting people with a goal of becoming financially independent by helping them with personalized retirement plans. Her focus outside of her clients is her family; her husband and two daughters. Her favorite community activity is the Rotary Club of Madison where she has been an active member since 1988. Her hobbies include sailing, painting, reading and knitting.