Jennifer Klein

CPA, Financial Planner

Jennifer is an alumna of Kansas State University and the University of Texas at Austin, where she received her Bachelor’s in business administration and Master of Science in taxation. She is a Certified Public Accountant and Investment Advisor Representative.

Her career began in the tax department at Deloitte before joining the CWA team in 2005. During that time, she’s also opened her own Barre3 location here in Plano, Texas. Her experience as a financial planner and small business owner adds a unique perspective to working with clients that also manage their own business.

“As a small business owner, I understand first-hand the day-to-day issues our clients deal with as they move through the different phases of ownership. From starting a new business to watching it grow, my experience allows me to relate to challenges, success and everything in between.”

Jennifer is also a board member of the Women’s Division of the Plano Chamber of Commerce. She’s married to Keith and together they have two children, Lindy and Hudson.