Christopher Kleinman

A Relationship-First Approach to Financial Services

I’m Christopher — Financial Services Professional, Army National Guard officer, and proud husband and dad. I help individuals, families, and business owners take confident steps toward their financial goals, whether they’re preparing for retirement, navigating a life change, or looking to build a more secure future. My work is rooted in trust, transparency, and real relationships.

With a background in both military service and financial services, I understand the importance of structure, flexibility, and steady guidance. I take time to understand what matters most to my clients so we can align their resources to their values — not just their numbers. My role is to offer perspective, simplify the complex, and be a steady resource through every season of life.

At home, I’m supported by the best team I could ask for: my wife Alexis and our daughters, Marilyn (Mak) and Judy. They’re the heart behind everything I do, and they remind me daily why this work matters. Outside the office, you’ll often find me on my motorcycle, playing a round of golf, working on our 100-year-old home, or chasing my kids around the backyard.

Whether life feels calm or chaotic, my goal is to help people move forward with clarity and confidence — and to build the kind of long-term relationships where that guidance really makes a difference.