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Tue, Feb 09


Virtual Brunch

February Virtual Brunch Meeting

February Virtual Brunch Meeting

Registration is Closed
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February Virtual Brunch Meeting
February Virtual Brunch Meeting

Time & Location

Feb 09, 2021, 9:00 AM – 11:00 AM

Virtual Brunch

About the event

Join us to learn more about our group and network with our members. Our February Guest speaker is Lori Klein CPA. Lori graduated cum laude from the University of Houston receiving her B.S. in Accounting. She has over 37 years’ experience in public accounting and is currently practicing as a Certified Public Accountant with L. Klein and Company, P.C. and Certified Financial Planner with the financial planning firm of Klein Wealth Management. Lori was recognized for the Top Accounting Firm in the H Texas Magazine, 2007, and again in 2008 for Top Financial Planner. She is also recognized for her achievements in the 2008 December issue of Texas Monthly for the Top Dependable Accounting Firms in Texas, again in 2009 for Customer Service, and every year since Sept 2011 through 2020 for Top Wealth Management. Broker-Dealer J.W. Cole Financial Inc acknowledged Lori in 2009 with the Outstanding Achievement award in Wealth Management and again recognized for the same prestigious award in 2011. In 2014, she was presented as Advisor of the Year. Lone Star College awarded Klein Wealth Management the esteemed 2014 Small Business of the Year. Lori is married to David R. Quinn, Architect, Past City of Tomball’s Councilman and Mayor Pro-Tem. They are blessed with 4 daughters in their blended family and 6 grandchildren. She is a member of the Salem Lutheran Church in Tomball, Texas.


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