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

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

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!

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

Back in the day, members used unique ways to express the need to prepare for the unexpected. Goggles (called "hoodwinks") were sometimes worn by a new member as part of an initiation ritual. Pins (push buttons) on the goggles changed the color seen through eyepieces from black to red, open and closed. This prop showed that things change throughout your life. #ThrowbackThursday

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Retiring in the beginning of 2026? Meet with me before the holiday rush! I can help you get everything in line for your exciting milestone.

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#MotivationMonday

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When was the last time you reviewed your beneficiary information? As the seasons shift, it’s the perfect time to reflect on life’s changes. Whether it’s a new addition to the family, a change in relationship or simply time for a refresh, it's important to update your information so it matches your current wishes. Need help reviewing? Schedule a meeting with me today.

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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:
How we use your information
Notice of collection for California residents
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…

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

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