Meet the Team
At Klein Investment Strategies, our team is dedicated to providing thoughtful financial guidance built on trust, experience, and personalized service.
Jeff Klein
Founder & Investment ManagerJeff has the privilege of serving as the Owner and Investment Manager for Klein Investment Strategies. With over 25 years of experience, Jeff brings a strategic plan to each of his clients, leveraging access to market-leading research and customized solutions. Jeff's love of family and community drives him to do what’s right for his clients every day.
Personally managing over a quarter of a billion dollars for his clients, Jeff has been recognized as one of the top individual advisors in the nation, as well as being recognized by the Governor of Oregon as the state’s Volunteer of the Year. Additionally, he is the proud recipient of the Lifetime Achievement Award from KIDS Center, where he served as Chairman of the Board.
Jeff and the love of his life, his wife Michelle, have been married for twenty-eight years. They love spending time with their three children and are so proud of each of them.
Kris Lang
Senior Client AssociateKris Lang has had the honor of working in the financial industry for over 30 years as a Client Service Specialist. She is dedicated to bringing the highest level of customer service to every client at Klein Investment Strategies.
Kris and her husband, Marv, have lived in Central Oregon for thirty-six years, and they have two children and six grandchildren. Kris is a fiber artist and enjoys camping in their 5th wheel.
Kira Wilson
Senior Client AssociateKira began her career in the investment industry as a secretary in 2006. Within a year, she advanced to the role of Executive Assistant to a Financial Advisor. In 2012, she began working exclusively as a virtual assistant, supporting several financial planning firms before joining Klein Investment Strategies in 2025.
When not serving client needs, she enjoys computer games, reading, nature photography, and exploring the Montana wilderness with her husband, Jon.
Caroline Knott
Office Assistant Caroline moved to Central Oregon in 2019 with her husband and four children. When they are not busy homeschooling, they enjoy spending time outdoors hiking, biking, playing by the river, and exploring all that Central Oregon has to offer. An avid trail runner, Caroline especially loves the wood and mountain trails surrounding Bend.
She enjoys meeting new people, creating order and efficiency, finding solutions, and helping to provide a warm, professional environment where clients feel comfortable, welcome, and heard.
Michelle Klein
Controller Michelle has had a successful corporate career at Microsoft and Intel in product management, operations, and marketing before stepping aside to raise three beautiful children. You will now find Michelle supporting the backend business side of Klein Investment Strategies.
If she’s not working or volunteering in the community or with her family, Michelle can be found on Central Oregon trails or beachcombing along the Oregon Coast.