Joined Klaas Financial in 2022Forrest is a graduate of the University of Wisconsin Whitewater with a BBA in Business Management and an MBA in Finance. He earned his CFP® certification in 1999 and his Accredited Investment Fiduciary® Designation in 2018. Forrest enjoys traveling, hiking, and tending to his flower garden in his spare time. He also has 3 sons and has run 4 half marathons.
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Joined Klaas Financial in 2020Nate graduated from the University of Wisconsin-Platteville with a BS in Business Finance. He earned his Certified Retirement Counselor® designation in 2015 and his CERTIFIED FINANCIAL PLANNER™ certification in 2018. In his free time Nate enjoys spending time with his wife and watching his two young children grow. In the summer months you will find Nate on the golf course standing on the wrong side of the ball. He is also an avid snow skier who takes an annual trip out to Colorado with friends.
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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. 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.
Joined Klaas Financial in 2014Kyle 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.
Joined Klaas Financial in 2007C.J. graduated from the University of Washington with a BA degree in Economics. He 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. He 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.
Joined Klaas Financial in 2020Eric is a graduate of the University of Wisconsin-Madison with a Bachelor of Science degree in Personal Finance. He is also a CFP® professional. Born and raised in Northeast Wisconsin, Eric has called Madison home for over ten years and currently lives on the city’s Near East Side with his fiancé, Spencer. In his free time, Eric enjoys cheering on the Badgers and all of Wisconsin’s professional sports teams, traveling, and spending time with family and friends.
Joined Klaas Financial in 2016Melissa received her MBA with a specialization in Human Resource Management from Ashford University in 2014, and completed her SHRM-CP® certification in 2021. Melissa 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 her free time Melissa enjoys spending time with family or out riding her motorcycle.
Member, Society for Human Resource Management
Joined Klaas Financial in 2019Alyssa graduated with a BA degree in Economics from Northern Illinois University. Originally from the Chicago suburbs, Alyssa has called Poplar Grove home for the last several years. She has one son, named Brennan, who shares in her love for animals. In her free time, she can be found horseback riding, gardening, or attempting a new DIY project!
Joined Klaas Financial in 2020Melissa lives in Rockford with her husband, Ryan, and their two boys, Riley and Reed. She graduated from Western Illinois University with a Bachelor of Business in 2006. Before joining Klaas, Melissa worked in the newspaper industry for almost 12 years. Outside of work, Melissa loves watching her boys play sports and enjoys spending time with family and friends, watching the Iowa Hawkeyes, and boating in the summer.
Joined Klaas Financial in 2022Michael is a senior at the University of Wisconsin-Madison studying Personal Finance – Financial Planning and Economics with an anticipated graduation date of May 2022. Michael is from Cottage Grove, WI and has been a Madison area resident his entire life. His is an avid Wisconsin sports fan and loves to attend UW Football and Basketball games with friends and family. In his free time, he enjoys playing baseball, basketball, hiking, and listening to music!
Joined Klaas Financial in 2020Alli received her bachelor’s degree in Journalism with an emphasis in Strategic Communication from the University of Wisconsin-Madison in 2017. She is a Madison native and enjoys attending Badger games and farmer’s markets on the weekends. In her free time, she enjoys hiking, traveling, and spending time with friends and family outdoors. She is excited to build client relationships and greet you as you visit our Madison area office!
Joined Klaas Financial in 2013Jenna 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 2018Teera 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 2019Kim and her husband Joe reside in Machesney Park. They have 2 children Linzy and Mason. Prior to working with Klaas, Kim spent over 25 years in the insurance industry as a Licensed Customer Service Representative. She enjoys watching their kids play basketball and baseball. In the summer, they enjoy spending time together with family and friends water skiing and surfing.
Joined Klaas Financial in 2020Brandi moved to Wisconsin from Denver, Colorado, in May 2018 and loves it! She spends her free time with her wildly curious daughter painting, exploring, and having the occasional impromptu dance party. She loves cooking creative new dishes, shopping for things to fill her recently purchased first home and making new memories with friends and family.
Joined Klaas Financial in 2012Cheryl graduated from the University of Wisconsin-Platteville with a Bachelor of Science. She and her husband, Mark, have lived in Rockford since 1983. Cheryl’s greatest joy is spending time with her adult children and three grandchildren. She also enjoys baking, traveling and horseback riding.
Joined Klaas Financial in 2022Robert studied Marketing at the University of Colorado – Denver (2012-2015) and applied his skill set to pursuits in social media and digital marketing. He possesses invaluable experience in multi-media content creation and Adobe Creative Cloud. An extensive traveler, he has lived in numerous cities and has visited most of the United States. In his free time, Rob enjoys sampling the latest cuisines with friends, curating music playlists, and spending quality time with family. He is also a Certified Snowboard Coach who trains, guides, and inspires the next generation of snowboarders.
Joined Klaas Financial in 1998Stephanie has over 24 years of experience in the financial industry. Together, Stephanie and her husband Jason have 4 children and 1 grandchild. She enjoys music, camping, fishing, gardening and spending time with family and friends.
Joined Klaas Financial in 2019Todd began his career in the financial services industry in 2008. Prior to joining Klaas Financial, he held investment research and portfolio management positions at other registered investment advisor (RIA) firms within the wealth management industry. Todd is a graduate of San Diego State University with a BA in Economics, and a Political Science minor. Todd holds the Chartered Financial Analyst ®(CFA®) and Chartered Alternative Investment Analyst ® (CAIA®) designations. Originally from California, Todd currently resides in Madison, Wisconsin where he enjoys the outdoors, exercising, and doing volunteer work with Toastmasters; a non-profit educational organization that teaches public speaking and leadership skills through a worldwide network of clubs.
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Joined Klaas Financial in 2022Shifan is a graduate of Shanghai University of Finance and Economics with a double major in Banking and International Finance, and International Economic Law. Currently she is pursuing her master's degree in Business Analytics at the University of Wisconsin, Madison. She has experience with investment banking as well as the insurance industry. In her free time, she enjoys traveling, cooking, and doing volunteer work. She loves living in Madison, and enjoys her favorite sport of ice-skating on Lake Mendota.
Joined Klaas Financial in 2017Josh graduated from the University of Wisconsin-Milwaukee with a Bachelor of Business Administration Finance in December 2016. Josh holds the Chartered Financial Analyst® (CFA®) designation. Josh and his wife, Kathryn, are both from Plymouth, WI and have family throughout Wisconsin. Josh is an avid bread maker outside of work and enjoys swimming, biking and hiking around Madison.
Joined Klaas Financial in 2020Nate has nearly 20 years of experience in financial services with a primary focus on securities trading. He is originally from Salt Lake City, but in 2005 he relocated to San Diego where he started his family. Nate is married with two children and moved to Wisconsin — where his wife is from — in June of 2019. In his free time, he enjoys spending time with friends and family, listening to music, going to concerts, motorcycling, snowboarding, and playing golf.
Founded Klaas Financial in 1976Craig 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.
