Stephen M. Kloss, AIF®, MBA

Senior Client Manager

From 2009 to Present Mr. Kloss has worked for Oswald Financial Inc the retirement plan consulting practice of The James B. Oswald Company (JBO). Mr. Kloss was hired as Senior Client Manager. Previously, Mr. Kloss worked for The Principal Financial Group. During his tenure Mr. Kloss held various positions including Regional Marketing Director, Non-Profit Retirement Plans Consultant, and 401(k) Consultant for all of sales offices across the country. He also worked for Met Life Resources which is a wholly owned subsidiary of Met Life of New York a Fortune 500 Company. During his tenure, Mr. Kloss began as a sales representative, and was promoted to Regional Sales Manager of the Great Lakes Area and Regional Marketing Director of the South East Region of the country. Prior to that, Mr. Kloss was employed as an independent broker specializing in the sales of 403(b) Tax Deferred Annuities to employees of 501(c) (3) and public schools in North East, Ohio. Mr. Kloss has also worked for National City Bank as a Corporate Banking Market Research Analyst.

Mr. Kloss earned his Bachelor of Arts degree in Communications from Cleveland State University in 1976 and Master of Business Administration in Strategic Planning from Cleveland State University in 1978. Mr. Kloss currently holds the AIF Designation.

Oswald Financial, Inc. | 1100 Superior Avenue, Suite 1350 | Cleveland, Ohio 44114 |  866.674.4048