Broker Check

Meet the Team 

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community. 

At our firm, we have the client—and only the client—in mind.

With greater than 75 years of experience, Norm Randolph and Phyllis Klein have a wealth of wisdom to draw from when it comes to insurance and financial services. Together, their diligence and attentiveness to the details offer the best of what has worked for their clients.

Norm and Phyllis craft specialized individual, family, and company packages for insurance and financial strategies, serving as a neighborhood resource for financial education and utilizing their experience to assist the clients they work with in achieving their financial goals.

It is with every faith and confidence that Randolph & Klein Financial Solutions is prepared to offer financial solutions for all ages and stages of life.

Erika Reeves

Executive Assistant, NRA



Erika Reeves has been servicing clients in the financial and insurance industry since 1994. She is responsible for processing all new business, including communicating with insurance carriers to ensure accurate underwriting and issuing...

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Phyllis A. Klein

Financial Advisor

(209) 956-1212

(209) 956-2999

I always aspired to be a secret agent, which worked to my advantage in attaining my degree in criminology and psychology from the University of Maryland. Realizing the dangers of being in the D.E.A. were not for me, I made my way to...

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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.