Steve Kloss

Senior Client Executive

"Inspiring others through good words and deeds."

About Steve

Experienced retirement investment advisor that is passionate about educating and guiding clients to see opportunities where there is a risk.

Download Steve's Full Bio


Senior Client Executive
Oswald Financial, Inc., 2009-Ongoing
Qualified Plan Consultant
Principal Financial Group, 2001-2009
Regional Marketing Director
Metlife Resources, 1987-2001


Communications and Marketing
Cleveland State University, 1978