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.
 www.cfp.net |  |
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.
| www.cfp.net |  www.infre.org |
Joined Klaas Financial in 2006Maleeah 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.
www.cfp.net
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.
www.cfp.net
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 is a graduate of Northern Illinois University with a Bachelor’s degree in Economics. She is an Investment Adviser Representative and CERTIFIED FINANCIAL PLANNER™ practitioner. Among many interests, Alyssa enjoys traveling, hiking, water sports, cooking, and reading. She has aspirations to travel to the Galapagos Islands and Thailand, in addition to seeing as many of the national parks as possible. You also may see her at one of the local parks accompanied by her very large dog, Wrigley. Alyssa is most proud of her wonderful son, who keeps busy in Boy Scouts, baseball, and extreme living room fort-building.
Joined Klaas Financial in 2022Tiffany is a graduate of the University of Wisconsin- Madison with a Bachelor of Arts in History. Her financial services career began in 2006 in San Francisco, returning to Wisconsin in 2022. In her free time, Tiffany enjoys hiking in national parks with her children, exploring new cities, and sketching at cafes or along the trail. Tiffany gives back by volunteering in her community and coaching girls high school lacrosse.
Joined Klaas Financial in 2022Michael is a graduate of the University of Wisconsin-Madison with a Bachelor of Science degree in Personal Finance – Financial Planning and Economics. Michael is from Cottage Grove, Wisconsin and has been a Madison area resident his entire life. Hi is an avid 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 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 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.
www.cfainstitute.org/
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.
