Klasse & Associates

Do you worry that inflation, taxes or other unforeseen factors may diminish your hard-earned assets? Using our exclusive Confident Retirement® approach, we provide personalized recommendations for asset management strategies, proper insurance coverage and solutions for long-term care costs. We also offer estate planning strategies that can help mitigate the effects of taxes and exit and succession strategies from businesses. Our practice is dedicated to helping clients feel more confident about preserving their wealth so they can be free to live life brilliantly.


Team

Brittany Traub

Brittany Traub

Paraplanner

Qualifications

  • Bachelors of Science in International Economics from the University of St. Thomas
  • FINRA/NASAA Series 7 and 66 Licenses

Roles & Responsibilities

  • Supplying support to Lead Financial Advisor
  • Client Service
  • Trading and transactions
  • Financial Planning
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Sarah Amundson

Sarah Amundson

Client Service Manager

Qualifications

  • Bachelors of Arts in Hospitality Management from College of the Ozarks

Roles & Responsibilities

  • Client Service
  • Schedule Appointments
  • Technology Assistance
  • My hours are Monday - Thursday, 9 am to 5 pm
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