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Joan Klein

Joan Klein

Licensed Agent

After growing up on a small farm in rural Wisconsin, Joan decided to trade the cold climate for sunny Florida, and has called Florida home ever since.  Joan started her career in the Financial Services industry in 1996, as a Property & Casualty agent.  Since then, she has expanded her business to include life insurance, health insurance (including Medicare), and annuities.

According to Don Carlson, the company’s CEO, “Joan’s experience and her commitment to the client’s needs first, were key our decision to bring her on board.  She has the integrity and positive attitude that we’re looking for as we expand our reach, and we are delighted that she has agreed to join our team.   We’re confident that she can help our clients with their financial wellness goals.   She’s a tremendous asset to our team and to our clients.” 

In her personal life, Joan enjoys gardening, spoiling her grandchildren, traveling and running 5K races.

Phone 386-216-3509
Mobile Phone 386+216-3509