Ross Kline
502-395-1937
I’m Ross Kline, and I’m very proud to be able to help our clients here at HSA for America.
I’m also the devoted husband of Whitney Kline, who’s bio also appears on this page. I can’t imagine being blessed with a better partner and co-worker.
I got into this business because I’m passionate about helping people to become more financially secure.
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My Dad was an accountant when I was growing up. So you could say it’s in my blood!
Dad would take me to CPA meetings and conferences all the time when I was a kid. So I learned about the importance of sound money management from an early age.
In school I loved mathematics and economics, and I always knew I wanted to work in finance like my father.
So right out of high school, I joined my family’s tax practice. And quickly took on rolls with more and more responsibility.
I loved working with businesses, and loved working with my Dad. But I found the work itself to be rather isolating. The “green eyeshade” lifestyle wasn’t for me. I wanted more contact with clients, and to build something more entrepreneurial.
Swinging into serenity: A golfer finds their rhythm amidst the green expanse
Reaching new heights, one grip at a time
So, after a while, I left my Dad’s firm, and joined a bank as a financial services representative. That’s where I discovered my love of consulting, of meeting my clients face-to-face, and of personally helping people achieve their financial goals.
But I found the bank’s relentless sales-driven culture wasn’t for me. I got to do some good work, and I learned a lot. But I wanted more freedom to present the solutions that best served my clients – not whatever products the bank was pushing that month!
So I left the bank and began looking for a way to help people financially without… any sales pressure.
That’s when I discovered financial planning, insurance, and investments, which combined my love of economics, finance, and consulting.
I’ve been a financial advisor and planner for 10 years now, and I love what I do. Over the years, I’ve attained my life and health insurance license as well as qualified for the Series 7 and Series 66 securities licenses. Additionally, I hold a Certified Wealth Management Specialist credential, which focuses on preparing advisors to work with high and very high net worth clients.
The combination of each of these licenses and credentials and the training and experiences I had to go through to earn them definitely help me “see the big picture” when it comes to my clients, and helps me provide a truly comprehensive financial advisory relationship with them.
I take great pride in being professional and providing my clients with the best possible service. I want them to feel like they’re working with a friend who has their best interests at heart. I also believe in providing much more value than I charge.
Overall, I’m passionate about helping people, and I believe that everyone deserves healthcare freedom and financial security.
Feeling the wind in my hair as I pedal through scenic landscapes
Finding balance in motion
Personal Life
I’m married to my beautiful wife, Whitney. We love traveling, spending time with family and friends, and enjoying outdoor activities. We’re confirmed foodies and CrossFit maniacs. I’m also a cat guy.
That said, I’m a firm believer in living a life of balance: my faith is very important to me, and I try to live my life according to the Biblical principles of love, honesty, and generosity.
In addition to my work, I’m involved in a number of civic organizations. I’m on the board of directors for the Frankfort Chamber of Commerce, and I volunteer my time each week to help people improve their lives through the study and application of Scripture.
I’m thrilled to partner with an organization that shares my values and my passion for healthcare freedom, and I can’t wait to help you and your family achieve more financial security, gain more access to better healthcare, and preserve your natural right to healthcare freedom.
Please don’t hesitate to reach out to me if you need anything involving your finances or paying for unexpected healthcare expenses. I can’t wait to hear from you.
Ross Kline
[email protected]
Direct Line: 502-395-1937
Schedule an Appointment with Ross
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