Meet the Team
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
John J. Klumbach CFP®, EA
Financial Advisor
(702) 251-8204
John founded Klumbach & Associates in 2006. Prior to that, he started his career in the financial industry in 1994 at Goldman Sachs in New York. John earned a Bachelor of Science in Business Administration from the University of Rhode Island in 1992. He earned his Enrolled Agent certification in 2005 allowing him to practice before the Internal Revenue Service. In 2009, he added the designation of Certified Financial Planner. He is a long- serving member of the West Charleston Lions Club.
Lynette M. Richard
Bookkeeper & Tax Preparer
Lynette has over 40 years of bookkeeping and accounting experience as well as four years of tax preparation experience. Lynette has been with Klumbach & Associates since 2018.
Shayna M. White
Bookkeeper & Tax Preparer
Shayna has 20 years of bookkeeping experience and seven years of tax preparation experience in both individual and corporate taxes. Shayna is one of only ten listed accountants on Little Caesars Corporation’s preferred accountants list. Shayna has been with Klumbach & Associates since 2013.
Kim Kearney
Administrative Assistant
(702) 251-8204
Kim is new to our team and has worked in the Customer Care industry for over 35 years. She enjoys working with people and providing excellent customer service. She recently moved to Las Vegas from Pennsylvania and enjoys spending time with her husband and two rescue cats, Oreo and Oliver.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.