Tom joined the firm in 1983. Tom oversees estate, financial and charitable planning, insurance and medical underwriting. He is respected widely for his knowledge in insurance, estate and charitable planning and caring for clients. Tom is involved in a number of non-profit organizations and sits on the Planned Giving committees for a number of organization. Tom holds a Bachelor’s Degree in Intellectual History from the University of Michigan, a Master’s Degree in the History of Science from The Johns Hopkins University, and is a Chartered Life Underwriter. Tom holds the Series 6 and 63 through LPL Financial and Series 65 through Joseph Klein Associates, LLC; as well as, Life and Health licenses. Tom and his wife, Susan, live in Baltimore and have two grown daughters.
We work together as a team to ensure that every client benefits from the knowledge and experience of the group. Joseph Klein Associates is affiliated with Private Advisor Group, a hybrid Registered Investment Advisor.
Thomas M. Brown, CLU
Cynthia Klein Goldberg, CLU
Cynthia (Cinnie) joined the firm in 1987 and specializes in investment management, wealth accumulation, retirement and college funding. Cinnie is a trusted, caring advisor for our clients. She holds a Bachelor’s Degree in International Relations from the University of Pennsylvania, a Master’s Degree in Education from The Johns Hopkins University, and is a Chartered Life Underwriter. Cinnie holds the Series 7 through LPL Financial and 66 through both LPL Financial and Joseph Klein Associates LLC; as well as, Life and Health Licenses. Cinnie and her husband, Harry, live in Hunt Valley, MD and have three grown children.
Kalen D. Baxter, CFP®
Kalen entered the financial services industry in 1997 and joined the firm in 2002. Kalen specializes in financial and investment planning and helps clients organize their financial affairs and implement strategies to meet their financial goals. Kalen has held leadership positions with several local branches of national organizations. He holds a Bachelors of Business Administration degree from Loyola College in Maryland and he is a CERTIFIED FINANCIAL PLANNERTM professional. Kalen holds the Series 6, 7 and 63 through LPL Financial and Series 65 through Joseph Klein Associates LLC; as well as, Life and Health licenses. Kalen and his wife, Heather, live in Hunt Valley, MD with their two children.
Barbara H. Glaze
Barbara joined the firm in 1990 and oversees all insurance processing and multiple aspects of client service and support. Barb and her husband, Michael, live in Street, MD.