Our Winning Team

Ray Kline

President of Kline’s Investment Services

“Success comes by having a solid handle on a clients’ finances, understanding their goals and knowing their tolerance for risk,” says Ray. “It’s about being trusted. It’s about what the client wants out of life.”

Ray has built a financial services practice that is centered on building strong client relationships and providing clients with a predictable lifetime income in retirement.

Ray’s extensive experience in finance has given him an unusual expertise compared to other financial consultants. Ray has a unique approach to managing client’s portfolios. He’s also known for generating lifetime income from investments for Retirees. His goal is to help his clients enjoy a worry free retirement.

In addition to heading Kline’s Investment Services, Ray is a nationally known speaker on financial matters. He has traveled across the United States spreading his knowledge on the Economy, the Stock Market, Retirement Issues and Personal Responsibility. He has been a keynote speaker before his financial peers as well as speaking before employees of Goodyear, Ford, General Motors, GE and various Universities.

As a believer in Jesus Christ, Ray gives considerable time to help others. He has earned over 200 awards for his professional, charitable and athletic achievements. His most coveted award is the “Distinguished Community Service Award”. It was given to Ray in recognition for his lifetime achievements of professional success and hours of charitable service. He is a devoted husband to his beautiful wife Bonnie and a proud father of his three children Renea, Daniel and Adam.

Check the background of this investment professional on FINRA’s BrokerCheck.

Rachael R. King

Vice President of Operations & Client Services

“Good decision-making is based on having accurate information. My job is to find that information — quickly. This helps build and sustain a level of confidence between our clients and our firm. We understand providing excellent service is a cornerstone on which enduring relationships are built. It’s all about exceeding client’s expectations”

Rachael manages the everyday communications that creates a seamless interaction between our firm, its clients and the partner companies involved in portfolio management.

As the initial contact for clients seeking information about their accounts, Rachael spends considerable time researching everything from cost basis for income tax purposes, to the particulars of insurance policies. She oversees the entire operations of the company and is responsible for ensuring exceptional client services.

Rachael enjoys crafting and started a small business named “Freckles n’ Bows”. There she makes numerous things from memory boards to jewelry and sells them on line and at craft shows. Rachael resides in Kent with her husband Rick and two kids Cameron (26) and Brooke Harper (19 Months).

Daniel Kline

Financial Consultant

“Success in financial planning is like athletics, it begins with supreme effort and preparation,” says Dan. “I want clients to know that we give everything we’ve got. There isn’t any other way to approach their goals.”

Daniel joined Kline’s Investment Services right after graduating from College at Stark State and the prestigious OmniTrader University. His degree with OmniTrader University is specialized in Equity Research, Charting and Market Predictions.

Besides being a key research analyst for the firm, Daniel is a full service financial consultant.

Daniel is a true car enthusiast and has a knack for mechanics. He enjoys working on and driving high powered muscle cars.

Check the background of this investment professional on FINRA’s BrokerCheck.