Agents
Meet Justin. Native of Baltimore, Maryland, graduate of Duke University, President of the Klein Agency, and unofficial Chief Worrier around the office. He loves to start his day with a cup of coffee and a contract review, and he can often be found puzzling (aka solving) the team’s most complex business or insurance problems. With Analytical as his top Strength, Justin considers all the factors that might affect a situation, a coveted skill in the insurance world. He finds joy in his work because it is the ideal blend of connections, analysis, and delivering solutions — you will really see him shine during seminars and educational presentations when all three are present. Once one of the top amateur golfers in his home state, Justin would prefer to put his phone on silent during the first two rounds of the Masters. He and his wife, Patty, have three children. A Golden Retriever, Daisy, and a King Charles Spaniel, Tucker, complete the family.
Top 5 Strengths: Analytical, Activator, Significance, Focus, Restorative
Most desirable super power: To fly
Book he might give you: Book of Dad Jokes
Quote to live by: “Be youthful in spirit, yet mature in judgement”
Meet Mark. Native of Lynn, Massachusetts, graduate of Boston College, Partner at the Klein Agency, and affectionately known as The Hurricane around the office. Mark opened the Philadelphia branch of Klein in 2007. His choice to be a specialist in the insurance space was actually his second career choice, a decision he made upon realizing the GM of the Red Sox was already spoken for. He is gifted with the Strengths of Context and Arranger, meaning he looks to the past to inform future actions, arranging information to make the best comprehensive decision. Mark feels most satisfied when his day includes thoughtful conversation, challenging questions, and plenty of laughter. A dynamic speaker and teacher, Mark is a perfect choice for continuing education sessions. He is a leader and natural influencer, dating all the way back to his first paying gig dressed up as a gorilla to encourage passerbys into the local florist shop. Mark and his wife, Cameron, are the proud parents of two girls and a Portuguese Water Dog, Winston.
Top 5 Strengths: Context, Positivity, Adaptability, Relator, Arranger
Little known skill: Mark can skate around a hockey rink in under 15 seconds
Speech he’d most like to give: The Gettysburg Address
Book he might give you: Oh, the Places You’ll Go! — Dr. Suess
Meet Kyle. Native of Baltimore, Maryland, graduate of the University of Delaware, Team Leader of Nexus Premier, and Partner at the Klein Agency. Kyle’s goal is to add value by sharing knowledge, so he thrives on team building, constant collaboration … and lots and lots of coffee. One of his top Strengths is Restorative, so where some are dismayed by a breakdown, Kyle is energized by it. He loves to figure out what is wrong and resolve it. If you see him lead a risk management seminar, he’ll likely introduce himself as Kyle D. — and offer a reward to anyone who can correctly pronounce his last name. If you get it right, ask this talented woodworker to make you a table or bookshelf. Married to Shannon, the couple have one daughter.
Book he might give you: Outliers — Malcolm Gladwell
Speech he’d most like to give: Jim Valvano’s 1993 ESPY speech
Fear he has outgrown: Clowns
Most desirable super power: Telepathy
Meet Ed. He has been with the Klein Agency for over 20 years after beginning his career at USF&G. He provides risk management services to a large number of design firms including several on the ENR 500 list. In addition to his involvement with the design community, Ed works with numerous construction and environmental firms.
Meet Art: An accomplished business professional and community leader with an impressive track record of service and dedication. Art has a B.S. in Marketing and Management from Susquehanna University and an MBA from Loyola College. He is a Certified Insurance Counselor, Chartered Life Underwriter, Chartered Financial Consultant, and Fellow of the Life Underwriters Training Council.
A Life of Service: As a pillar in the A&E industry, Art has been a part of several boards and currently serves as Co-chair of the Anne Arundel County Chamber Business Hall of Fame Committee, and the AACCC Board of Directors. He is a Vietnam Veteran, having served in the United States Navy and is an Eagle Scout. Impressed yet? We haven’t even gotten started.
Art has chaired numerous boards including the Maryland Chamber of Commerce, the Anne Arundel Health System, and the Anne Arundel Community College. He is credited with being the Founder of the Leadership Anne Arundel Program (which has graduated over 2000 individuals), and is a graduate of Leadership Maryland. He has received numerous awards throughout his career, including the Maryland Live – Leadership Award from Leadership Anne Arundel, the Community Service Award from the American Council of Engineering Companies (ACEC)/Maryland.
He is a man who has dedicated his life to serving others and making a positive impact in the world. His extensive knowledge and experience make him a valuable member of any community, and his contributions will make a lasting impact for years to come.
Rarefied Air: In 2011, Art completed the Triple Slam in Sheep hunting a feat accomplished by less than 240 people in the world.
Philosophy to Live By: “Always make a positive difference in the lives of others when giving your time and resources. Doing for others what you would want done for yourself in the same set of circumstances.”
Support Team
Meet Barb. A New Jersey native, graduate of Northwestern “Go Cats!”, Director of Client Engagement and Risk Management, Barb joined Klein Agency in 2020. With 35+ years in the insurance industry, Barb has earned the nickname Big Sister as she is always looking to offer words of wisdom and sound advice for clients and colleagues. With a BA in Mathematics, Barb was attracted to working with A&E firms as her degree intersected nicely with design. A full day for Barb would include a hike along the C&O canal, hearing a client say “Thanks! That’s really helpful”, and raising funds for her favorite nonprofits. Always looking at the sweeter side of life, her first job was working at a family-owned store and getting paid in candy and ice cream. Good luck reaching Barb on June 20th as it’s likely she and her husband, Craig, will be enjoying the longest day of the year with Ruthie their English Pointer.
Fear she has outgrown: Heights after summiting Mount Kilimanjaro
Favorite childhood toy: Barbie, of course!
Book she might give you: 1,000 Places to See Before You Die – Patricia Schultz
If she could be anywhere in history for one day it would be: At the Cardiff University lab working with the research team that discovered a method to kill prostate, breast, lung, and other cancers.
Meet Mitch. Native of Baltimore, Maryland, graduate of Randolph-Macon College, and Partner at the Klein Agency. A problem solver at Klein since 2006, Mitch calls it a good day when he supports clients on a few phone calls, completes a contract review, pushes out some certificates and doesn’t encounter any insurance claims. His ability to tackle problems clearly goes far beyond the insurance world given his Minesweeper prowess. And while always happy to share knowledge with clients, Mitch wouldn’t mind if the phone was a bit quieter on those first few days of March Madness. He and his wife Kate are the parents of two young boys.
Favorite childhood toy: Soccer ball
Quote to live by: “But I know we all can’t stay here forever So I want to write my words on the face of today.” — Blind Melon
Fear he has outgrown: Flying
Most desirable superpower: Wolverine’s healing ability
Meet Matt. Native of Baltimore, Maryland, Customer Service Representative, and unofficial IT Guy at the Klein Agency. He has been part of the team since 2016, and he enjoys the ever-changing industry and the fact that his days never look the same. Matt’s ideal day — one with zero client claims! He is a Dog Dad to Holly, his German Shepard/Lab mix.
Fear he has outgrown: The dark
If he could be the hero of any sporting event, it would be: Any paintball events
If he could give one speech in history, it would be: “We Shall Fight Them on the Beaches” — Winston Churchill
Favorite childhood toy: Nintendo
Meet Laurie. Native of White Hall, Maryland and Policy Administration Specialist for the Klein Agency. She’s been with Klein since 1990 and “accidentally” ended up in the insurance industry after taking a job with an insurance carrier during her senior year of high school. Laurie is organized and detail oriented, a must when managing comprehensive policies for clients. She and her husband David have two sons, three grandchildren and a dear Chesapeake Bay Retriever, Grady.
First job: Food server at a retirement home
Most desirable superpower: Mind reader
On a summer Saturday afternoon, you’ll find her: Fishing or crabbing on their boat on the Chesapeake Bay
Quote to live by: Do it right the first time.
Meet Michelle. Native of Baltimore, Maryland, graduate of UMBC, and Account Manager for the Klein Agency. There is never such a thing as too much multitasking in her opinion, and she does it all with a smile. Michelle joined the team in 2008 and describes her ideal day as one that includes working in the Land Design Insurance space with sub-brokers and clients. She thrives on the fast pace and feels accomplished with every completed renewal. Michell is the proud momma of a son and a daughter.
First job: Friendly’s Ice Cream Shop
Day she’d most like to play hooky from work: Her birthday
Most embarrassing movie on her shelf: High School Musical
Favorite childhood toy: Big wheel bike
Meet Lisa. Native of the Old Line State and Senior Account Manager at the Klein Agency. Affectionately known as Lee, she has been part of the team since 2007 and enjoys helping her clients in myriad ways. Lisa is a woman of many talents — you will often find her honing her photography skills at her daughter’s college softball games on the weekends. She and her husband have seven children and four grandchildren.
Quote to live by: “You only live once, but if you do it right, once is enough.” — Mae West.
First job: Serving snacks at the local bowling alley
Fear she has outgrown: Flying
Favorite childhood toy: A mini bike
Meet Bonny. Born in Lompoc, California, raised in Shrewsbury, Pennsylvania, long-time insurance industry veteran, and Policy Administration Specialist at the Klein Agency. Bonny’s insurance career began immediately after high school graduation — she was hired as a typist for a local firm and has never looked back. Her organization skills and strong work ethic have benefited the Klein team since 1986. A life-long learner, Bonny has continued to hone her insurance expertise, earning her CISR designation in 2013. She and her husband, Matt, have two sons, a dog, Bristol, and a cat, Willow.
Most desirable superpower: Mind reader
Book she might give to you: The Hobbit — J.R.R. Tolkien
Little known skill: She can wiggle her ears
Speech she’d most like to give: The Gettysburg Address
Meet Dottie. Native of Freeland, Maryland and Policy Administrative Specialist at the Klein Agency. Efficiency is her middle name — she prides herself on being organized and processing information quickly for her clients. She is wife to Scott and mother to a daughter, step daughter, step son, two dogs and a cat.
Quote to live by: “Do unto others as you would have them do unto you.”
First job: Ohio Casualty typist
Favorite childhood toy: Rocking Horse
If she could be anywhere in history for one day, it would be: July 4, 1776 for the signing of the Declaration of Independence
Meet Linda. Senior Account Manager for the Klein Agency. She joined the team in 2002 after a career in health insurance. She and her husband Jerry have two children and two grandchildren. When not in the office, you can usually find Linda in her running shoes training for distance races.
Nexus Finance Team
Meet Krystal. Native of Lancaster, Pennsylvania, graduate of Albright College, and Assistant Controller for Nexus Professional Risk. She joined the team in 2018.
Meet Debbie. Native of Baltimore, Maryland and Accounting Assistant for Nexus Professional Risk. She loves the opportunity to work with committed people who take pride in their work and do whatever it takes to get the job done. Debbie married her high school sweetheart, Dave, and they have a daughter and a son, as well as a rescue mutt, Charlie.
Quote to live by: “Happiness is not by chance, but by choice.” — Jim Rohn
Book she might give you: The Art of Racing in the Rain — Garth Stein
First job: Buyer for a clothing chain
Meet Linda. Native of Baltimore, Maryland, who attended Towson University, and Account Executive for Nexus Premier. Working in the insurance world for nearly 30 years means there is rarely a complex insurance issue that Linda can’t solve. Her attention to detail is loved by clients and colleagues alike, and that (sometimes elusive) ideal day is one where she can accomplish everything she set out to when the day began. Linda loves the balance of working in an office but with a lot of contact with the outside world. She and her dog, Gretchen Libby, and cat, Biddy, can often be found curled up in front of a good Disney movie.
Fear she’s outgrown: The dark
She wishes she’d been the hero of: The 1980 US Olympic Gold Winning Hockey Team
Little known skill: House painter
Most desirable super power: Bewitching: Twitch her nose and have her entire house be clean!
Meet Carol. Native of Sherburne, New York and Account Executive for Nexus Premier. She’s been supporting clients with insurance needs for over 15 years, giving up her former career in the police force for something a little more stable and a little less dangerous. Carol is known as The Organizer around the office, and she loves that insurance is an endless learning tool that keeps her mind sharp. The days when she can respond to all client and colleague questions before quitting time are ideal. Carol is mother to one son, Josh, and one dog, Molly.
Quote to live by: “Sometimes you don’t realize your own strength until you come face to face with your greatest weakness.” — Susan Gale
If she could go back in time, she’d visit: The Wild West
Day she might play hooky from work: Monday after Super Bowl Sunday
Speech she’d most like to give: 1913 Freedom or Death Speech — Emmeline Pankhurst
Meet Pamela. Native of Baltimore, Maryland and Account Manager/CSR for Nexus Premier. She brings the positive with her to work each day, deeming herself Hype Girl at the office. In addition to her 20+ years of experience in the industry, Pamela’s incredible time management skills help bring calm to the often chaotic days in the insurance world. She joined the team in October 2019 and one of her favorite aspects of the job is expanding her expertise and skill set. Pamela is the proud mother of a daughter.
Most desirable super power: Telekinesis
Book she might give you: Whatever You Are, Be a Good One — Lisa Congdon
Little known skill: Bowling
Quote to live by: “Life doesn’t require that we be the best, only that we try our best.” — H. Jackson Brown Jr.
Meet Stacey. Native of Baltimore, Maryland, graduate of Ashford University, and Account Manager/CSR for Nexus Premier. She is an empathetic problem solver, an ideal mix for truly understanding client challenges and determining the appropriate solution. Stacey’s unofficial title, granted by an impressed client, is Flash because she prides herself on ultrafast response times to questions from clients and colleagues. She enjoys being in an ever-evolving profession where there is always something new to learn. Stacey challenges herself to have a “perfect” day, where she can answer all coverage questions and review contracts without outside assistance. She and her husband, Sean, are the parents of a son and a daughter.
Speech she’d most like to give: J.K. Rowling 2008 Commencement Speech at Harvard University
Fear she’s outgrown: Taking chances
Most desirable super power: Mind reader
Most embarrassing movie on her shelf: Glitter