Jonathan Klein | Modern Woodmen Financial Representative

Jonathan Klein

Photograph of Jonathan Klein

Jonathan Klein

Modern Woodmen membership is about relationships. We take time to get to know you and your needs. Get to know me and how we might connect.

Contact Jonathan Klein
At work

At work

Why I do what I do

Why I do what I do

I enjoy seeing members benefit from financial planning and achieve their goals.

I serve members in…

Jefferson County, Lake Mills, and the surrounding area. I also serve members in Florida and Alabama.

I can help you plan for life using a variety of tools, including…

life insurance and annuities.

I enjoy working with…

families, people approaching retirement, and small-business owners.

I attended…

the United States Air Force Academy.

I am very proud of…

my members achieving their financial goals, as well as my involvement in the community.

Before Modern Woodmen, I…

worked for the Small Business Administration, and I owned a small pizza restaurant for almost 10 years.

I chose Modern Woodmen because…

we make a fraternal impact we make. We support the communities we serve and have a great culture!

The best part of my career is…

helping my members work on their financial plan and get their dreams in motion.

A favorite moment in my career was when…

a young person saw the benefits of investing over time; the reaction was priceless!

“Modern Woodmen membership is about relationships. We take time to get to know you and your needs. Get to know me and how we might connect.”
At home

At home

At home

My life outside of work

My family includes…

my wife, Sarah; daughter, Amelia; and sons Thomas and Caleb.

In my free time, you can find me…

taking my children to their sporting activities after school, working in our yard, and playing outside with the kids.

I’m passionate about…

my family and mentoring young people. I also enjoy showing members the benefit of planning for a secure financial future.

My greatest blessing is…

our freedoms, my family and my health.

My personal motto is…

Always remember the golden rule!

My hidden talent is…

gardening and cooking!

Community impact

In the community

In the community

My local community impact

I have lived in my community…

since 2016.

What I like best about my community is…

how the people support the downtown area, the small-town feel, and the parks where children can play.

I’m a member of…

the Optimist Club and my church.

My favorite volunteer activities are…

activities to clean up my community and interact with others and learn their stories.

It’s very important to me to support my community. My favorite Modern Woodmen programs are:

local Modern Woodmen chapters and Matching Fund projects.

My favorite memory from a fraternal event is…

a cornhole tournament for local senior citizens. I got paired with another guy, and we actually won!

Current insights

Current insights

What Thanksgiving dish is on your table today?

This season, consider giving something truly priceless: peace of mind. Life insurance isn’t just a policy. It’s a promise to protect the people you love most. Whether it’s securing your children’s future, covering unexpected expenses or simply showing you care, life insurance is a gift that keeps giving. Let's meet to discuss your options.

#MotivationMonday

Myth: If you can’t save a lot, it’s not worth saving at all. Fact: Even small, consistent contributions add up. Saving a little regularly builds habits and creates a foundation for future financial stability.

Contact

Contact me

Let’s connect

We can help you review your needs and plan for your financial future throughout life. (Learn more about Modern Woodmen's Planning for Life system and products.) Because Modern Woodmen is a fraternal financial services organization, we can also explore the benefits of being a member.

Your financial goal(s)
I’m interested in learning more about:
Modern Woodmen is licensed to sell life insurance and annuity products in most states. This information should not be considered a solicitation in those states where Modern Woodmen is not licensed.

Let’s plan together for…

Please select…

Select a financial goal from the drop-down menu to find helpful tips and articles.

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