Meet The

Team

Kathy Klassen, CPA, CGA, CFP
Owner/Financial Planner
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I believe that getting to know my clients and their financial needs is very important when building a long term working relationship. My clients appreciate and benefit from the tax and accounting experience and knowledge I bring to the table from my twenty years as an accountant.

I live in Altona, MB with my husband Rich and our dogs Cooper and Daisy. Our daughter Jessica and son-in-law Matt live and work in Altona, and our son Josh lives and works in Winnipeg. 

I enjoy swimming, reading, walking, and travelling to sunny places!

I graduated in 2003 with my CGA designation, and in 2010 with my CFP designation. Education is very important to me and I continue to stay on top of current events, specifically related to the markets.

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Marie Kehler
Office Manager

Marie started her career @ KKFS in the spring of 2016, on opening day at the new office in Altona. 

She successfully completed her mutual funds course in 2017 and is working on getting life insurance licensed. 

She also completed an income tax course in 2018 and loves to learn!

In the summer of 2018 she got married to Evan and they, along with their sons Koko and Max, live in Altona and enjoy their cats and going camping and watching Koko play hockey!

Jessica Janzen, CPHR, B.Comm
Insurance Specialist (Life, Group)

Jessica has a passion for helping people! She is well versed in handling sensitive confidential and legal matters and is very knowledgeable on group insurance policies from the employers side.Jessica has obtained her Bachelor of Commerce degree, Business Admin diploma as well as her CPHR designation. 

 

Jessica lives in the RM of Rhineland with her husband Matt, and son Elliot. Jessica enjoys crafting, photography and graphic design!

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