Kalen D. Baxter, CFP®
Partner
Kalen entered the financial services industry in 1997 and joined FinanceForward (formerly Joseph Klein Associates) in 2002. Kalen specializes in financial and investment planning and helps clients organize their financial affairs and implement strategies to pursue their financial goals. He holds a bachelor's degree in Business Administration from Loyola University in Maryland, and is a Certified Financial Planner® practitioner.
Kalen holds the Series 7, 63 and 6 securities registrations with LPL Financial as well as Life and Health Insurance licenses. He is registered as an Investment Advisor Representative with Private Advisor Group.