Kim Klein | Assistant Planner | Paller Financial Services

Kim Klein

303-858-0045

Kim Klein started with Paller Financial Services, Inc. in 2014. She acts as the firms’ bookkeeper, is a tax preparer, and an assistant financial planner. Kim is the “go to” person in the office. She is practical, insightful and has the unique ability to untangle governmental bureaucracies to get things done.

Kim and her husband Greg have two adult children and live in Highlands Ranch, Colorado. They enjoy taking their family on vacation to places where they can snorkel and enjoy the ocean.  She is a big Chicago Cubs fan!

Let’s get started planning your financial future.

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