Keith Klein

Keith Klein is an alumnus of Texas Tech University, where he received both a Bachelor of Arts and a Master of Science in accounting.

He began his career at PricewaterhouseCoopers, spending seven years in audit and advancing to manager before joining CWA in 2010. His experience and leadership quickly enabled him to establish his own planning team, working closely with clients as they navigate and implement their financial plans.

“I want to know what’s important to my clients. It is a truly rewarding experience for me to take that information and use it to guide me in the work I do to help them achieve those goals.”

In addition to his client work, Keith has made a significant impact across the firm. He has been the driving force behind CWA’s annual Pediatric Comparison Report and regularly teaches business and financial insights at Texas Tech Dental School. Keith serves on the firm’s estate planning committee and brings specialized expertise in life and disability insurance through his leadership with CWA Risk Solutions.

Keith is a Certified Public Accountant, an Investment Advisor Representative, and a member of the American Institute of Certified Public Accountants. He became a Partner at CWA in 2026.

Keith is married to Jennifer, and together they have two children, Lindy and Hudson. When he’s not attending a swim meet, you’ll likely find him on the golf course or cheering on the Texas Tech Red Raiders.