Keith Klein
CFP®, CHFC®, CLU®, CASL®
There’s been turning points in all of Keith’s life that has brought him to the financial services business. Losing his mother in his early 20’s, Keith had been on track to become an actuary, with his love of numbers. Stepping up into a leadership role at this young age, Keith became a kind of second parent to his then 9 year-old brother. Having come from a long line of educators and learning the financial impact of losing a parent, his passion became clear and he came to another turning point, to have a career in serving and educating others.
Keith originally started in the insurance business in 1992 as an intern with one of the strongest insurance companies in the country. As an intern, he worked with mentors that had backgrounds in insurance, investments, tax and law. This planted the seed of valuing the opportunities to work with experts in all these fields and as an experienced financial advisor; he continues to build on these relationships to create the best result possible for his clients.
A graduate of Eastern Michigan University with BS in Economics, Keith is a student of the industry. He has honed and broadened his skills to make him unique among his peers. In addition to being a Registered Investment Advisor, he has also completed some of the most rigorous certifications that the industry has to offer: ChFC® (Chartered Financial Consultant), CLU® (Charter Life Underwriter), CFP® (Certified Financial Planner), and most recently the CASL® (Chartered Advisor for Senior Living). These designations are not just book learning, the substance of the certifications are applied to the business to bring real world, practical solutions to people that want to solve problems.
Neither Sagepoint Financial, Inc. nor its representatives provide tax or legal advice. Please consult with your tax or legal professional.
Ana Brown
Operations Manager
Ana came to Turning Pointe Wealth Management in 2008 from Northwestern Mutual, where she worked for 4 years. She studied Business at Oakland University in the Greater Detroit area.
As the Operations Manager at Turning Pointe Wealth Management, Ana works closely with Keith Klein and assists with vendor relations, document management, office equipment and recordkeeping. She oversees the preparation of all annual review materials, supervises the maintenance of client and office files from year-to-year, processes new account paperwork for investment work. Ana also maintains existing investment client files, and processes new account and application paperwork for insurance products.
*Ana Brown is not registered nor affiliated with Sagepoint Financial, Inc.
Drew Spence
Associate Advisor
Drew graduated in 2019 from the University of Arizona’s Eller College of management, where he received a degree in Business Management. After graduation, Drew joined his father at Spence, Cassidy & Associates where he worked as an Investment Advisor Representative, focusing on financial planning and investment management. Drew grew up learning valuable lessons about saving and financial planning due to his father being a leader in the financial services industry, which developed Drew’s passion for the industry and financial markets. Drew enjoys spending his free time golfing with friends and family, and snowboarding in northern Arizona and Colorado during the winters
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.