Phyllis A. Klein
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 California, and when my car broke down in Stockton, I believed serendipity struck.
Working in the medical field, it was a shocking awakening to me that a great number of people with insurance were unclear as to what kind of coverage they actually had, and in a milestone moment, I felt a real calling to become an insurance agent.
I believe that people deserve to have their financial and insurance needs met in the best possible way, a principle I hold very close to my heart. In order to do the best possible job for my clients, I hold a Health & Life Insurance license and a Series 7 and 66.
In a way I feel I am living my dream because I am the advocate for my clients, and through personalized service, I am their not-so-secret agent.
"There is a rewarding feeling that comes from helping people, especially when their dreams of financial success come true." -Phyllis