CJ Klob

Client Service Assistant

CJ brings more than 20 years of financial experience to our office. She strives to make sure our clients receive the highest level of service possible, and is vital to many aspects of our client experience. CJ provides administrative support to the Financial Advisors, and ensures a warm welcome to clients when entering the office. Her broad knowledge of the compliance issues facing our industry means our team has another resource to address the hurdles our clients face.

Originally from Kankakee, Illinois, she now lives here in the west valley. Her hobbies include gardening, animals, and enjoying quality time with her family.