Broker Check

Exciting Announcement

We are pleased to announce exciting news from Kluge Financial Group, LLC.

As we celebrate our 35th anniversary of helping individuals, like you, with their financial journey, we are expanding our team. Our goal has always been to deliver a unique and exceptional client experience. To ensure we continue our commitment to you and your family, we felt it was important to build on our talented team.

 It is my pleasure to introduce, Keith Small, Partner and Wealth Management Advisor, and Dot Mullane, Client Service Associate.

Keith has been in the financial services profession since 1994 and has been collaborating with me for the past 13 years in a consultative role with Cetera Financial Specialists, LLC. His experience will help me continue servicing your existing accounts and our already established relationship. He also brings substantial fintech knowledge and will help me use additional capabilities to further enhance how we work with you.  As an experienced financial professional, his approach has helped countless clients implement successful financial plans designed for their specific situation.

Dot joins us with a plethora of work experience. She is focused on helping you with the daily maintenance and inquires on your accounts and looks forward to working with you, our client, to build a confident relationship.

Over the next few months, we will be coordinating phone calls, video conferences and/or in person meetings giving you the opportunity to speak with our newest team members directly.

For additional information on Keith and Dot’s background, please visit the Our Team section on our website.

Our team, Keith, Jackie, Dot, Yana and I, look forward to helping you pursue your financial goals and objectives.  We appreciate your continued trust, partnership, and confidence. If you need additional information on this announcement or if we can help with any other financial matters, please feel free to contact us. Thank you, be safe and stay healthy.