Focal Point Financial Strategies

Jean-Paul Aime and Andrew Klein

525 Junction Road, Suite 8100 North Tower

Madison, WI 53717

 

WISCONSIN ADVISORS

Jean-Paul Aime, AAMS, CFBS

 

For over 15 years, Jean-Paul (JP) has been working in the financial services industry and more importantly, building relationships with his clients. He appreciates that he has become part of their stories and truly values the relationships he has built over the years. JP’s mission is to bring clarity to his client’s lives by understanding their story, helping them define their financial goals and implementing strategies to achieve their desired outcome.

 

JP has earned his Accredited Asset Management Specialist (AAMS) and Certified Family Business Specialist (CFBS) designations from the American College. JP was inducted into the InBusiness “40 under 40” as part of the 2014 class.

 

When he is not in the office or on the golf course, he can be found with his girls: wife Kimberly and daughters Grace and Gloria. They love traveling, playing tennis, golfing and working out together. JP is a member of the 100 Men of Dane County charity organization and previously served on the board of directors for Gio’s Garden. Both being Wisconsin natives, he and Kimberly love calling Madison home.

 

 

 

Andrew Klein, CFBS

 

For Andrew, one of the most rewarding aspects of working with a client is helping them develop a plan and then watching as they commit to executing that plan. “My personal philosophy related to this industry can be summed up in a quote from Lewis Carroll: ‘If you don’t know where you are going, any path will get you there,’” says Andrew. As a result, Andrew’s business is built on the strong foundation of establishing long-term relationships with clients while helping them reach their financial goals and objectives.

 

Andrew found himself in the financial services industry when he was looking for an opportunity to own and run a small business, just like many of his clients. “This is the perfect place for me to be an entrepreneur while also serving others,” says Andrew.

 

After graduating from the University of Wisconsin-La Crosse in 2002, Andrew moved to Madison, Wisconsin where he met his wife, Pamela. In their free time, they enjoy playing golf, exercising, fishing, attending sports events and spending time at their lake house.